Spartan Wealth Advisory Services LLC’s Fidelity High Dividend ETF FDVV Stock Holding History

Spartan Wealth Advisory Services LLC’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	$692K	Sell	11,475 -25	-0.2%	-$1.49K	0.06%	193
2026 Q1	$635K	Buy	+11,500	New	+$661K	0.06%	191

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's FDVV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Fidelity High Dividend ETF (FDVV) stake by 0.22% in Q2 2026, selling an estimated $1.49K and leaving 11,475 shares worth $692K. The position accounts for 0.06% of the portfolio, ranked #193.

Spartan Wealth Advisory Services LLC first reported a position in FDVV in Q1 2026 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Spartan Wealth Advisory Services LLC held 11,475 shares of Fidelity High Dividend ETF worth $692K as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 25 Fidelity High Dividend ETF shares in Q2 2026, an estimated $1.49K.
Fidelity High Dividend ETF made up 0.06% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #193 holding.
Spartan Wealth Advisory Services LLC first reported a position in Fidelity High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
498 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.