Ulland Investment Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Ulland Investment 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	$6K	Buy	+100	New	+$5.95K	﹤0.01%	196

Other funds holding FDVV

Wealth Enhancement Advisory Services

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

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

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

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

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

Ulland Investment Advisors's FDVV Position: Q2 2026 in Review

Ulland Investment Advisors opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 100 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings.

159 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Ulland Investment Advisors held 100 shares of Fidelity High Dividend ETF worth $6K as of Q2 2026.
Fidelity High Dividend ETF was a new Ulland Investment Advisors position in Q2 2026.
Fidelity High Dividend ETF made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #196 holding.
159 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.