Strategic Family Wealth Counselors’s Fidelity High Dividend ETF FDVV Stock Holding History

Strategic Family Wealth Counselors’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	$249K	Buy	4,123 +36	+0.9%	+$2.14K	0.06%	159
2026 Q1	$226K	Buy	4,087 +32	+0.8%	+$1.84K	0.06%	146
2025 Q4	$230K	Sell	4,055 -234	-5%	-$13.2K	0.05%	197
2025 Q3	$239K	Buy	4,289 +29	+0.7%	+$1.58K	0.06%	137
2025 Q2	$222K	Buy	4,260 +37	+0.9%	+$1.82K	0.06%	134
2025 Q1	$209K	Buy	4,223 +35	+0.8%	+$1.77K	0.07%	133
2024 Q4	$209K	Buy	4,188 +39	+0.9%	+$2K	0.07%	127
2024 Q3	$210K	Buy	+4,149	New	+$202K	0.07%	128

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

Strategic Family Wealth Counselors's FDVV Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Fidelity High Dividend ETF (FDVV) stake by 0.88% in Q2 2026, buying an estimated $2.14K and bringing the position to 4,123 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #159.

Strategic Family Wealth Counselors first reported a position in FDVV in Q3 2024 and has held it in 8 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Strategic Family Wealth Counselors held 4,123 shares of Fidelity High Dividend ETF worth $249K as of Q2 2026.
Strategic Family Wealth Counselors bought 36 Fidelity High Dividend ETF shares in Q2 2026, an estimated $2.14K.
Fidelity High Dividend ETF made up 0.06% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #159 holding.
Strategic Family Wealth Counselors first reported a position in Fidelity High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.