Sweeney & Michel’s Fidelity High Dividend ETF FDVV Stock Holding History

Sweeney & Michel’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	$1.03M	Buy	17,032 +98	+0.6%	+$6.14K	0.28%	61
2026 Q2	$1.09M	Sell	16,934 -1,047	-6%	-$62.3K	0.29%	56
2026 Q1	$1.03M	Buy	17,981 +245	+1%	+$14.1K	0.3%	55
2025 Q4	$1.06M	Buy	17,736 +121	+0.7%	+$6.8K	0.31%	53
2025 Q3	$963K	Buy	17,615 +118	+0.7%	+$6.42K	0.32%	52
2025 Q2	$931K	Buy	17,497 +151	+0.9%	+$7.43K	0.33%	53
2025 Q1	$756K	Buy	+17,346	New	+$877K	0.33%	52
2024 Q3	$930K	Sell	17,974 -2,684	-13%	-$131K	0.37%	48
2024 Q2	$979K	Buy	20,658 +138	+0.7%	+$6.31K	0.42%	42
2024 Q1	$948K	Buy	+20,520	New	+$893K	0.42%	42
2023 Q3	$744K	Buy	19,246 +291	+2%	+$11.7K	0.39%	48
2023 Q2	$772K	Buy	18,955 +266	+1%	+$10.2K	0.4%	44
2023 Q1	$722K	Buy	+18,689	New	+$718K	0.38%	46

Other funds holding FDVV

RPGK

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

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

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

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sweeney & Michel's FDVV Position: Q3 2026 in Review

Sweeney & Michel increased its Fidelity High Dividend ETF (FDVV) stake by 0.58% in Q3 2026, buying an estimated $6.14K and bringing the position to 17,032 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #61.

Sweeney & Michel first reported a position in FDVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q2 2026. 200 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Sweeney & Michel held 17,032 shares of Fidelity High Dividend ETF worth $1.03M as of Q3 2026.
Sweeney & Michel bought 98 Fidelity High Dividend ETF shares in Q3 2026, an estimated $6.14K.
Fidelity High Dividend ETF made up 0.28% of Sweeney & Michel's portfolio in Q3 2026, its #61 holding.
Sweeney & Michel first reported a position in Fidelity High Dividend ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Fidelity High Dividend ETF position peaked at $1.09M in Q2 2026.
200 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.