Wetzel Investment Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Wetzel Investment Advisors’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	$291K	Sell	4,829 -1,982	-29%	-$118K	0.1%	109
2026 Q1	$376K	Buy	6,811 +2,314	+51%	+$133K	0.15%	87
2025 Q4	$255K	Buy	+4,497	New	+$253K	0.1%	112

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Wetzel Investment Advisors's FDVV Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 29% in Q2 2026, selling an estimated $118K and leaving 4,829 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #109.

Wetzel Investment Advisors first reported a position in FDVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q1 2026. 341 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Wetzel Investment Advisors held 4,829 shares of Fidelity High Dividend ETF worth $291K as of Q2 2026.
Wetzel Investment Advisors sold 1,982 Fidelity High Dividend ETF shares in Q2 2026, an estimated $118K.
Fidelity High Dividend ETF made up 0.1% of Wetzel Investment Advisors's portfolio in Q2 2026, its #109 holding.
Wetzel Investment Advisors first reported a position in Fidelity High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Wetzel Investment Advisors's Fidelity High Dividend ETF position peaked at $376K in Q1 2026.
341 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.