Western Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$202K Buy
+3,354
New +$199K 0.01% 967
2022
Q2
Sell
-5,150
Closed -$214K 809
2022
Q1
$214K Buy
+5,150
New +$208K 0.01% 771

Other funds holding FDVV

Western Wealth Management's FDVV Position: Q2 2026 in Review

Western Wealth Management opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2026: 3,354 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in FDVV as recently as Q1 2022.

Western Wealth Management first reported a position in FDVV in Q1 2022 and has held it in 2 quarters since. The position peaked at $214K in Q1 2022. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Western Wealth Management held 3,354 shares of Fidelity High Dividend ETF worth $202K as of Q2 2026.
  • Fidelity High Dividend ETF was a new Western Wealth Management position in Q2 2026.
  • Fidelity High Dividend ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #967 holding.
  • Western Wealth Management first reported a position in Fidelity High Dividend ETF in Q1 2022 and has held it in 2 quarters since.
  • Western Wealth Management's Fidelity High Dividend ETF position peaked at $214K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.