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 Q2	$15.6M	Sell	281,528 -4,366	-2%	-$260K	0.26%	78
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 $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 22.9% 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

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

World Investment Advisors reduced its Fidelity High Dividend ETF (FDVV) stake by 1.5% in Q2 2026, selling an estimated $260K and leaving 281,528 shares worth $15.6M. The position accounts for 0.26% of the portfolio, ranked #78.

World Investment Advisors first reported a position in FDVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $16M in Q4 2025. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

World Investment Advisors held 281,528 shares of Fidelity High Dividend ETF worth $15.6M as of Q2 2026.
World Investment Advisors sold 4,366 Fidelity High Dividend ETF shares in Q2 2026, an estimated $260K.
Fidelity High Dividend ETF made up 0.26% of World Investment Advisors's portfolio in Q2 2026, its #78 holding.
World Investment Advisors first reported a position in Fidelity High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's Fidelity High Dividend ETF position peaked at $16M in Q4 2025.
516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.