Westside Investment Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Westside Investment Management’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	$2.25M	Buy	37,348 +3,469	+10%	+$206K	0.3%	86
2026 Q1	$1.87M	Buy	33,879 +2,368	+8%	+$136K	0.29%	88
2025 Q4	$1.79M	Buy	31,511 +3,863	+14%	+$217K	0.29%	84
2025 Q3	$1.54M	Buy	27,648 +1,674	+6%	+$91K	0.25%	92
2025 Q2	$1.35M	Buy	25,974 +3,510	+16%	+$173K	0.25%	95
2025 Q1	$1.11M	Buy	22,464 +3,901	+21%	+$197K	0.24%	103
2024 Q4	$927K	Buy	18,563 +4,301	+30%	+$220K	0.2%	120
2024 Q3	$722K	Buy	14,262 +346	+2%	+$16.9K	0.15%	129
2024 Q2	$651K	Buy	13,916 +1,451	+12%	+$66.4K	0.15%	133
2024 Q1	$565K	Buy	12,465 +3,865	+45%	+$168K	0.14%	138
2023 Q4	$364K	Sell	8,600 -150	-2%	-$5.95K	0.09%	162
2023 Q3	$338K	Buy	8,750 +2,575	+42%	+$104K	0.1%	162
2023 Q2	$245K	Buy	6,175 +1,250	+25%	+$48.2K	0.07%	186
2023 Q1	$188K	Buy	4,925 +220	+5%	+$8.45K	0.06%	213
2022 Q4	$175	Hold	4,705	–	–	﹤0.01%	329
2022 Q3	$155	Buy	+4,705	New	+$175K	﹤0.01%	332

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

Westside Investment Management's FDVV Position: Q2 2026 in Review

Westside Investment Management increased its Fidelity High Dividend ETF (FDVV) stake by 10% in Q2 2026, buying an estimated $206K and bringing the position to 37,348 shares worth $2.25M. The position accounts for 0.3% of the portfolio, ranked #86.

Westside Investment Management first reported a position in FDVV in Q3 2022 and has held it in 16 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Westside Investment Management held 37,348 shares of Fidelity High Dividend ETF worth $2.25M as of Q2 2026.
Westside Investment Management bought 3,469 Fidelity High Dividend ETF shares in Q2 2026, an estimated $206K.
Fidelity High Dividend ETF made up 0.3% of Westside Investment Management's portfolio in Q2 2026, its #86 holding.
Westside Investment Management first reported a position in Fidelity High Dividend ETF in Q3 2022 and has held it in 16 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.