United Advisor Group’s Fidelity High Dividend ETF FDVV Stock Holding History

United Advisor Group’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	$210K	Buy	+3,451	New	+$216K	0.02%	541

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

United Advisor Group's FDVV Position: Q3 2026 in Review

United Advisor Group opened a new position in Fidelity High Dividend ETF (FDVV) in Q3 2026: 3,451 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #541 among its holdings.

464 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

United Advisor Group held 3,451 shares of Fidelity High Dividend ETF worth $210K as of Q3 2026.
Fidelity High Dividend ETF was a new United Advisor Group position in Q3 2026.
Fidelity High Dividend ETF made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #541 holding.
464 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.