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Sovereign Financial Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Sovereign Financial Group’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
Q1 		– Sell
-5,728
Closed -$325K – 371
2025
Q4 		$325K Buy
+5,728
New +$322K 0.06% 255

Other funds holding FDVV

LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Sovereign Financial Group's FDVV Position: Q1 2026 in Review

Sovereign Financial Group sold out of Fidelity High Dividend ETF (FDVV) in Q1 2026, closing a stake of 5,728 shares — an estimated $325K sold.

Sovereign Financial Group first reported a position in FDVV in Q4 2025 and held it in 1 quarter. The position peaked at $325K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Sovereign Financial Group reported no remaining Fidelity High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Sovereign Financial Group sold 5,728 Fidelity High Dividend ETF shares in Q1 2026, an estimated $325K.
  • Sovereign Financial Group first reported a position in Fidelity High Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Sovereign Financial Group's Fidelity High Dividend ETF position peaked at $325K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.