Spire Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Spire Wealth Management’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	$3.11K	Hold	52	–	–	﹤0.01%	1914
2026 Q1	$2.85K	Sell	52 -89	-63%	-$5.12K	﹤0.01%	1969
2025 Q4	$7.97K	Hold	141	–	–	﹤0.01%	1786
2025 Q3	$7.83K	Buy	141 +123	+683%	+$6.69K	﹤0.01%	1843
2025 Q2	$911	Hold	18	–	–	﹤0.01%	2296
2025 Q1	$869	Sell	18 -1,544	-99%	-$78.1K	﹤0.01%	2406
2024 Q4	$78K	Sell	1,562 -98	-6%	-$5.02K	﹤0.01%	1128
2024 Q3	$84.1K	Buy	1,660 +999	+151%	+$48.7K	﹤0.01%	963
2024 Q2	$30.9K	Sell	661 -6,514	-91%	-$298K	﹤0.01%	1279
2024 Q1	$325K	Sell	7,175 -411	-5%	-$17.9K	0.01%	640
2023 Q4	$323K	Buy	7,586 +4,466	+143%	+$177K	0.01%	628
2023 Q3	$120K	Buy	3,120 +682	+28%	+$27.5K	﹤0.01%	890
2023 Q2	$96.9K	Buy	2,438 +1,788	+275%	+$68.9K	﹤0.01%	980
2023 Q1	$24.8K	Buy	+650	New	+$25K	﹤0.01%	1536
2022 Q4	–	Sell	-51	Closed	-$2K	–	2345
2022 Q3	$2K	Buy	+51	New	+$1.9K	﹤0.01%	1941

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 $1.55T AUM 33.47% 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

Spire Wealth Management's FDVV Position: Q2 2026 in Review

Spire Wealth Management held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 52 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Spire Wealth Management first reported a position in FDVV in Q3 2022 and has held it in 15 quarters since. The position peaked at $325K in Q1 2024. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Spire Wealth Management held 52 shares of Fidelity High Dividend ETF worth $3.11K as of Q2 2026.
Spire Wealth Management left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1914 holding.
Spire Wealth Management first reported a position in Fidelity High Dividend ETF in Q3 2022 and has held it in 15 quarters since.
Spire Wealth Management's Fidelity High Dividend ETF position peaked at $325K in Q1 2024.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.