Kfg Wealth Management, LLC Fidelity High Dividend ETF Transaction History

Kfg Wealth Management, LLC

$390 Million
Q1 2025

A detailed history of Kfg Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 22,766 shares of FDVV stock, worth $1.06 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

22,766

Previous 15,744 44.6%

Holding current value

$1.06 Million

Previous $786,000 42.24%

% of portfolio

0.29%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$48.86 - $52.28 $343,094 - $367,110	7,022 Added 44.6%	22,766 $1.12 Million
Q4 2024 Jan 21, 2025	BUY	$49.66 - $52.63 $165,020 - $174,889	3,323 Added 26.75%	15,744 $786,000
Q3 2024 Oct 15, 2024	BUY	$46.26 - $50.65 $50,284 - $55,056	1,087 Added 9.59%	12,421 $629,000
Q2 2024 Jul 19, 2024	BUY	$43.48 - $47.63 $177,485 - $194,425	4,082 Added 56.29%	11,334 $530,000
Q1 2024 Apr 19, 2024	BUY	$41.93 - $45.31 $304,076 - $328,588	7,252 New	7,252 $328,000

Others Institutions Holding FDVV

# of Institutions

329

Shares Held

33.2M

Call Options Held

13.7K

Put Options Held

1.7K

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

More about FDVV

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Kfg Wealth Management, LLC Fidelity High Dividend ETF Transaction History