WCG Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

WCG 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 Q2	$5.35M	Buy	88,714 +904	+1%	+$53.8K	0.13%	161
2026 Q1	$4.85M	Buy	87,810 +1,491	+2%	+$85.8K	0.14%	157
2025 Q4	$4.9M	Buy	86,319 +160	+0.2%	+$8.99K	0.14%	150
2025 Q3	$4.8M	Buy	86,159 +1,912	+2%	+$104K	0.3%	83
2025 Q2	$4.38M	Sell	84,247 -3,738	-4%	-$184K	0.28%	93
2025 Q1	$4.36M	Sell	87,985 -986	-1%	-$49.9K	0.33%	85
2024 Q4	$4.44M	Buy	88,971 +3,262	+4%	+$167K	0.29%	95
2024 Q3	$4.34M	Buy	85,709 +374	+0.4%	+$18.2K	0.29%	94
2024 Q2	$3.99M	Buy	85,335 +2,778	+3%	+$127K	0.3%	84
2024 Q1	$3.74M	Buy	82,557 +34,021	+70%	+$1.48M	0.31%	74
2023 Q4	$2.05M	Buy	48,536 +12,764	+36%	+$507K	0.15%	134
2023 Q3	$1.38M	Buy	+35,772	New	+$1.44M	0.1%	166

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WCG Wealth Advisors's FDVV Position: Q2 2026 in Review

WCG Wealth Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 1% in Q2 2026, buying an estimated $53.8K and bringing the position to 88,714 shares worth $5.35M. The position accounts for 0.13% of the portfolio, ranked #161.

WCG Wealth Advisors first reported a position in FDVV in Q3 2023 and has held it in 12 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

WCG Wealth Advisors held 88,714 shares of Fidelity High Dividend ETF worth $5.35M as of Q2 2026.
WCG Wealth Advisors bought 904 Fidelity High Dividend ETF shares in Q2 2026, an estimated $53.8K.
Fidelity High Dividend ETF made up 0.13% of WCG Wealth Advisors's portfolio in Q2 2026, its #161 holding.
WCG Wealth Advisors first reported a position in Fidelity High Dividend ETF in Q3 2023 and has held it in 12 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.