Summit Financial Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Summit Financial Wealth 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	$5.89M	Buy	97,763 +13,573	+16%	+$807K	0.75%	31
2026 Q1	$4.65M	Buy	84,190 +16,146	+24%	+$929K	0.66%	34
2025 Q4	$3.86M	Buy	68,044 +21,500	+46%	+$1.21M	0.55%	37
2025 Q3	$2.61M	Buy	+46,544	New	+$2.53M	0.4%	43

Other funds holding FDVV

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IAS

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Summit Financial Wealth Advisors's FDVV Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 16% in Q2 2026, buying an estimated $807K and bringing the position to 97,763 shares worth $5.89M. The position accounts for 0.75% of the portfolio, ranked #31.

Summit Financial Wealth Advisors first reported a position in FDVV in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Summit Financial Wealth Advisors held 97,763 shares of Fidelity High Dividend ETF worth $5.89M as of Q2 2026.
Summit Financial Wealth Advisors bought 13,573 Fidelity High Dividend ETF shares in Q2 2026, an estimated $807K.
Fidelity High Dividend ETF made up 0.75% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Summit Financial Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
86 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.