Wealth Enhancement Advisory Services’s Fidelity High Dividend ETF FDVV Stock Holding History

Wealth Enhancement Advisory Services’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	$23.9M	Sell	388,863 -3,390	-0.9%	-$212K	0.04%	432
2026 Q2	$24.4M	Buy	392,253 +10,505	+3%	+$625K	0.04%	383
2026 Q1	$21.2M	Buy	381,748 +128,637	+51%	+$7.4M	0.04%	373
2025 Q4	$14.5M	Buy	253,111 +45,588	+22%	+$2.56M	0.02%	577
2025 Q3	$11.6M	Buy	207,523 +103,796	+100%	+$5.64M	0.02%	605
2025 Q2	$5.52M	Sell	103,727 -3,149	-3%	-$155K	0.01%	856
2025 Q1	$5.3M	Buy	106,876 +19,485	+22%	+$986K	0.01%	817
2024 Q4	$4.36M	Buy	87,391 +10,943	+14%	+$561K	0.01%	848
2024 Q3	$3.87M	Buy	76,448 +23,817	+45%	+$1.16M	0.01%	813
2024 Q2	$2.46M	Buy	52,631 +42,736	+432%	+$1.95M	0.01%	908
2024 Q1	$448K	Buy	+9,895	New	+$430K	﹤0.01%	1645

Other funds holding FDVV

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's FDVV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Fidelity High Dividend ETF (FDVV) stake by 0.86% in Q3 2026, selling an estimated $212K and leaving 388,863 shares worth $23.9M. The position accounts for 0.04% of the portfolio, ranked #432.

Wealth Enhancement Advisory Services first reported a position in FDVV in Q1 2024 and has held it in 11 quarters since. The position peaked at $24.4M in Q2 2026. 200 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Wealth Enhancement Advisory Services held 388,863 shares of Fidelity High Dividend ETF worth $23.9M as of Q3 2026.
Wealth Enhancement Advisory Services sold 3,390 Fidelity High Dividend ETF shares in Q3 2026, an estimated $212K.
Fidelity High Dividend ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #432 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Fidelity High Dividend ETF position peaked at $24.4M in Q2 2026.
200 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.