Victory Financial Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Victory Financial 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 Q1	$30.3M	Buy	548,990 +62,644	+13%	+$3.6M	3.72%	4
2025 Q4	$27.6M	Buy	486,346 +28,960	+6%	+$1.63M	3.47%	5
2025 Q3	$25.5M	Buy	457,386 +7,046	+2%	+$383K	3.51%	6
2025 Q2	$23.4M	Buy	450,340 +42,575	+10%	+$2.09M	3.72%	5
2025 Q1	$20M	Buy	407,765 +298,722	+274%	+$15.1M	3.85%	5
2024 Q4	$5.45M	Buy	+109,043	New	+$5.59M	1.43%	14

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Victory Financial Group's FDVV Position: Q1 2026 in Review

Victory Financial Group increased its Fidelity High Dividend ETF (FDVV) stake by 13% in Q1 2026, buying an estimated $3.6M and bringing the position to 548,990 shares worth $30.3M. The position accounts for 3.72% of the portfolio, ranked #4.

Victory Financial Group first reported a position in FDVV in Q4 2024 and has held it in 6 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

Victory Financial Group held 548,990 shares of Fidelity High Dividend ETF worth $30.3M as of Q1 2026.
Victory Financial Group bought 62,644 Fidelity High Dividend ETF shares in Q1 2026, an estimated $3.6M.
Fidelity High Dividend ETF made up 3.72% of Victory Financial Group's portfolio in Q1 2026, its #4 holding.
Victory Financial Group first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.