WWA
FDVV icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return