VWM
FDVV icon

Valley Wealth Managers’s Fidelity High Dividend ETF FDVV Stock Holding History

Valley Wealth Managers’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 		$198K Hold
3,254
– – 0.01% 178
2026
Q2 		$196K Buy
+3,254
New +$194K 0.01% 181

Other funds holding FDVV

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valley Wealth Managers's FDVV Position: Q3 2026 in Review

Valley Wealth Managers held its Fidelity High Dividend ETF (FDVV) position steady in Q3 2026 at 3,254 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #178.

Valley Wealth Managers first reported a position in FDVV in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

  • Valley Wealth Managers held 3,254 shares of Fidelity High Dividend ETF worth $198K as of Q3 2026.
  • Valley Wealth Managers left its Fidelity High Dividend ETF share count unchanged in Q3 2026.
  • Fidelity High Dividend ETF made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #178 holding.
  • Valley Wealth Managers first reported a position in Fidelity High Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.