XML Financial’s Fidelity High Dividend ETF FDVV Stock Holding History

XML Financial’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	$1.48M	Buy	24,543 +7,104	+41%	+$422K	0.11%	157
2026 Q1	$963K	Buy	+17,439	New	+$1M	0.08%	185

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

XML Financial's FDVV Position: Q2 2026 in Review

XML Financial increased its Fidelity High Dividend ETF (FDVV) stake by 41% in Q2 2026, buying an estimated $422K and bringing the position to 24,543 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #157.

XML Financial first reported a position in FDVV in Q1 2026 and has held it in 2 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

XML Financial held 24,543 shares of Fidelity High Dividend ETF worth $1.48M as of Q2 2026.
XML Financial bought 7,104 Fidelity High Dividend ETF shares in Q2 2026, an estimated $422K.
Fidelity High Dividend ETF made up 0.11% of XML Financial's portfolio in Q2 2026, its #157 holding.
XML Financial first reported a position in Fidelity High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.