U.S. Capital Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

U.S. Capital 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 Q1	$3.17M	Buy	+57,390	New	+$3.3M	0.08%	257

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

U.S. Capital Wealth Advisors's FDVV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Fidelity High Dividend ETF (FDVV) in Q1 2026: 57,390 shares worth $3.17M. The stake represents 0.08% of the portfolio and ranks #257 among its holdings.

488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

U.S. Capital Wealth Advisors held 57,390 shares of Fidelity High Dividend ETF worth $3.17M as of Q1 2026.
Fidelity High Dividend ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
Fidelity High Dividend ETF made up 0.08% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #257 holding.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.