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

World 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 Q1	$15.8M	Buy	285,894 +3,312	+1%	+$190K	0.25%	79
2025 Q4	$16M	Buy	282,582 +53,737	+23%	+$3.02M	0.26%	78
2025 Q3	$12.7M	Buy	228,845 +6,231	+3%	+$339K	0.26%	78
2025 Q2	$11.6M	Buy	222,614 +5,603	+3%	+$276K	0.26%	82
2025 Q1	$10.8M	Buy	217,011 +7,748	+4%	+$392K	0.28%	83
2024 Q4	$10.5M	Buy	209,263 +7,997	+4%	+$410K	0.29%	74
2024 Q3	$10.2M	Buy	201,266 +62,624	+45%	+$3.05M	0.32%	74
2024 Q2	$6.49M	Buy	138,642 +69,178	+100%	+$3.16M	0.4%	55
2024 Q1	$3.15M	Buy	+69,464	New	+$3.02M	0.45%	52

Other funds holding FDVV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

World Investment Advisors's FDVV Position: Q1 2026 in Review

World Investment Advisors increased its Fidelity High Dividend ETF (FDVV) stake by 1.2% in Q1 2026, buying an estimated $190K and bringing the position to 285,894 shares worth $15.8M. The position accounts for 0.25% of the portfolio, ranked #79.

World Investment Advisors first reported a position in FDVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $16M in Q4 2025. 488 funds tracked by Wall St. Rank hold FDVV as of Q1 2026.

World Investment Advisors held 285,894 shares of Fidelity High Dividend ETF worth $15.8M as of Q1 2026.
World Investment Advisors bought 3,312 Fidelity High Dividend ETF shares in Q1 2026, an estimated $190K.
Fidelity High Dividend ETF made up 0.25% of World Investment Advisors's portfolio in Q1 2026, its #79 holding.
World Investment Advisors first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 9 quarters since.
World Investment Advisors's Fidelity High Dividend ETF position peaked at $16M in Q4 2025.
488 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.