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 Q2	$24.4M	Buy	392,253 +10,505	+3%	+$625K	0.04%	382
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

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IAS

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's FDVV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity High Dividend ETF (FDVV) stake by 2.8% in Q2 2026, buying an estimated $625K and bringing the position to 392,253 shares worth $24.4M. The position accounts for 0.04% of the portfolio, ranked #382.

Wealth Enhancement Advisory Services first reported a position in FDVV in Q1 2024 and has held it in 10 quarters since. 101 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Wealth Enhancement Advisory Services held 392,253 shares of Fidelity High Dividend ETF worth $24.4M as of Q2 2026.
Wealth Enhancement Advisory Services bought 10,505 Fidelity High Dividend ETF shares in Q2 2026, an estimated $625K.
Fidelity High Dividend ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #382 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
101 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.