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Wise Wealth Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Wise Wealth 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
2025
Q2 		– Sell
-42,847
Closed -$2.13M – 53
2025
Q1 		$2.13M Sell
42,847
-3,904
-8% -$197K 5.08% 7
2024
Q4 		$2.33M Buy
+46,751
New +$2.4M 5.76% 5

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wise Wealth Partners's FDVV Position: Q2 2025 in Review

Wise Wealth Partners sold out of Fidelity High Dividend ETF (FDVV) in Q2 2025, closing a stake of 42,847 shares — an estimated $2.13M sold.

Wise Wealth Partners first reported a position in FDVV in Q4 2024 and held it in 2 quarters. The position peaked at $2.33M in Q4 2024. 367 funds tracked by Wall St. Rank hold FDVV as of Q2 2025.

  • Wise Wealth Partners reported no remaining Fidelity High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Wise Wealth Partners sold 42,847 Fidelity High Dividend ETF shares in Q2 2025, an estimated $2.13M.
  • Wise Wealth Partners first reported a position in Fidelity High Dividend ETF in Q4 2024 and held it in 2 quarters.
  • Wise Wealth Partners's Fidelity High Dividend ETF position peaked at $2.33M in Q4 2024.
  • 367 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2025.

Based on Wise Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.