WealthCare Investment Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

WealthCare Investment 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 Q1	$1.01M	Buy	18,359 +1,269	+7%	+$73K	0.28%	79
2025 Q4	$975K	Buy	17,090 +1,779	+12%	+$100K	0.28%	79
2025 Q3	$858K	Buy	15,311 +4,083	+36%	+$222K	0.28%	79
2025 Q2	$597K	Buy	11,228 +1,057	+10%	+$52K	0.21%	94
2025 Q1	$464K	Sell	10,171 -69	-0.7%	-$3.49K	0.2%	99
2024 Q4	$512K	Buy	10,240 +11	+0.1%	+$564	0.22%	88
2024 Q3	$514K	Buy	10,229 +807	+9%	+$39.3K	0.23%	85
2024 Q2	$441K	Buy	9,422 +63	+0.7%	+$2.88K	0.2%	92
2024 Q1	$424K	Buy	+9,359	New	+$407K	0.21%	93

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

WealthCare Investment Partners's FDVV Position: Q1 2026 in Review

WealthCare Investment Partners increased its Fidelity High Dividend ETF (FDVV) stake by 7.4% in Q1 2026, buying an estimated $73K and bringing the position to 18,359 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #79.

WealthCare Investment Partners first reported a position in FDVV in Q1 2024 and has held it in 9 quarters since. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

WealthCare Investment Partners held 18,359 shares of Fidelity High Dividend ETF worth $1.01M as of Q1 2026.
WealthCare Investment Partners bought 1,269 Fidelity High Dividend ETF shares in Q1 2026, an estimated $73K.
Fidelity High Dividend ETF made up 0.28% of WealthCare Investment Partners's portfolio in Q1 2026, its #79 holding.
WealthCare Investment Partners first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 9 quarters since.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.