Wealthcare Advisory Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Wealthcare Advisory Partners’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	$1.02M	Buy	16,818 +8,088	+93%	+$507K	0.02%	539
2026 Q2	$526K	Buy	8,730 +1,600	+22%	+$95.2K	0.01%	697
2026 Q1	$394K	Sell	7,130 -745	-9%	-$42.8K	0.01%	783
2025 Q4	$446K	Buy	7,875 +3,930	+100%	+$221K	0.01%	725
2025 Q3	$220K	Hold	3,945	–	–	﹤0.01%	947
2025 Q2	$205K	Buy	+3,945	New	+$194K	﹤0.01%	929

Other funds holding FDVV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RPGK

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealthcare Advisory Partners's FDVV Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Fidelity High Dividend ETF (FDVV) stake by 93% in Q3 2026, buying an estimated $507K and bringing the position to 16,818 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #539.

Wealthcare Advisory Partners first reported a position in FDVV in Q2 2025 and has held it in 6 quarters since. 406 funds tracked by Wall St. Rank hold FDVV as of Q3 2026.

Wealthcare Advisory Partners held 16,818 shares of Fidelity High Dividend ETF worth $1.02M as of Q3 2026.
Wealthcare Advisory Partners bought 8,088 Fidelity High Dividend ETF shares in Q3 2026, an estimated $507K.
Fidelity High Dividend ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #539 holding.
Wealthcare Advisory Partners first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 6 quarters since.
406 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.