Westbourne Investments’s Fidelity High Dividend ETF FDVV Stock Holding History

Westbourne Investments’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	$254K	Hold	4,209	–	–	0.1%	121
2026 Q1	$233K	Buy	+4,209	New	+$242K	0.11%	127

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Westbourne Investments's FDVV Position: Q2 2026 in Review

Westbourne Investments held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 4,209 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #121.

Westbourne Investments first reported a position in FDVV in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Westbourne Investments held 4,209 shares of Fidelity High Dividend ETF worth $254K as of Q2 2026.
Westbourne Investments left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up 0.1% of Westbourne Investments's portfolio in Q2 2026, its #121 holding.
Westbourne Investments first reported a position in Fidelity High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.