Zacks Investment Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Zacks Investment Management’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 Q4	–	Sell	-3,604	Closed	-$201K	–	760
2025 Q3	$201K	Buy	+3,604	New	+$196K	﹤0.01%	686
2025 Q2	–	Sell	-4,150	Closed	-$206K	–	724
2025 Q1	$206K	Buy	+4,150	New	+$210K	﹤0.01%	612
2023 Q3	–	Sell	-5,700	Closed	-$227K	–	645
2023 Q2	$227K	Hold	5,700	–	–	﹤0.01%	577
2023 Q1	$217K	Hold	5,700	–	–	﹤0.01%	569
2022 Q4	$213K	Buy	+5,700	New	+$209K	﹤0.01%	560

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Zacks Investment Management's FDVV Position: Q4 2025 in Review

Zacks Investment Management sold out of Fidelity High Dividend ETF (FDVV) in Q4 2025, closing a stake of 3,604 shares — an estimated $201K sold.

Zacks Investment Management first reported a position in FDVV in Q4 2022 and held it in 5 quarters. The position peaked at $227K in Q2 2023. 453 funds tracked by Wall St. Rank hold FDVV as of Q4 2025.

Zacks Investment Management reported no remaining Fidelity High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Zacks Investment Management sold 3,604 Fidelity High Dividend ETF shares in Q4 2025, an estimated $201K.
Zacks Investment Management first reported a position in Fidelity High Dividend ETF in Q4 2022 and held it in 5 quarters.
Zacks Investment Management's Fidelity High Dividend ETF position peaked at $227K in Q2 2023.
453 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.