Southern Capital Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Southern Capital Advisors’s Portfolio FDVV Stock Details FDVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$301K	Hold	5,000	–	–	0.13%	66
2026 Q1	$276K	Hold	5,000	–	–	0.13%	71
2025 Q4	$283K	Hold	5,000	–	–	0.13%	69
2025 Q3	$279K	Hold	5,000	–	–	0.13%	68
2025 Q2	$260K	Hold	5,000	–	–	0.13%	70
2025 Q1	$248K	Hold	5,000	–	–	0.14%	69
2024 Q4	$250K	Hold	5,000	–	–	0.14%	62
2024 Q3	$253K	Hold	5,000	–	–	0.14%	60
2024 Q2	$234K	Hold	5,000	–	–	0.14%	62
2024 Q1	$227K	Hold	5,000	–	–	0.14%	63
2023 Q4	$211K	Buy	+5,000	New	+$198K	0.15%	59

Other funds holding FDVV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

Southern Capital Advisors's FDVV Position: Q2 2026 in Review

Southern Capital Advisors held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 5,000 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #66.

Southern Capital Advisors first reported a position in FDVV in Q4 2023 and has held it in 11 quarters since. 249 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Southern Capital Advisors held 5,000 shares of Fidelity High Dividend ETF worth $301K as of Q2 2026.
Southern Capital Advisors left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up 0.13% of Southern Capital Advisors's portfolio in Q2 2026, its #66 holding.
Southern Capital Advisors first reported a position in Fidelity High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
249 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.