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Triad Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Triad Wealth Partners’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
Q1 		– Sell
-10,720
Closed -$608K – 489
2025
Q4 		$608K Buy
+10,720
New +$602K 0.06% 230

Other funds holding FDVV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Triad Wealth Partners's FDVV Position: Q1 2026 in Review

Triad Wealth Partners sold out of Fidelity High Dividend ETF (FDVV) in Q1 2026, closing a stake of 10,720 shares — an estimated $608K sold.

Triad Wealth Partners first reported a position in FDVV in Q4 2025 and held it in 1 quarter. The position peaked at $608K in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

  • Triad Wealth Partners reported no remaining Fidelity High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 10,720 Fidelity High Dividend ETF shares in Q1 2026, an estimated $608K.
  • Triad Wealth Partners first reported a position in Fidelity High Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Fidelity High Dividend ETF position peaked at $608K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.