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 Q3	$17.6M	Buy	289,420 +191,657	+196%	+$12M	2.18%	10
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Summit Financial Wealth Advisors's FDVV Position: Q3 2026 in Review

Summit Financial Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 196% in Q3 2026, buying an estimated $12M and bringing the position to 289,420 shares worth $17.6M. The position accounts for 2.18% of the portfolio, ranked #10.

Summit Financial Wealth Advisors first reported a position in FDVV in Q3 2025 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Summit Financial Wealth Advisors held 289,420 shares of Fidelity High Dividend ETF worth $17.6M as of Q3 2026.
Summit Financial Wealth Advisors bought 191,657 Fidelity High Dividend ETF shares in Q3 2026, an estimated $12M.
Fidelity High Dividend ETF made up 2.18% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #10 holding.
Summit Financial Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 5 quarters since.
358 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.