Summit Financial Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Summit Financial Wealth Advisors, LLC

  • $632 Million
  • Q4 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 68,044 shares of FDVV stock, worth $3.82 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
68,044
Previous 46,544 46.19%
Holding current value
$3.82 Million
Previous $2.59 Million 47.18%
% of portfolio
0.6%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$54.66 - $56.68 $1.18 Million - $1.22 Million
21,500 Added 46.19%
68,044 $3.82 Million
Q3 2025

Oct 03, 2025
BUY
$52.42 - $55.71 $2.44 Million - $2.59 Million
46,544 New
46,544 $2.59 Million

Others Institutions Holding FDVV

# of Institutions
440
Shares Held
52.8M
Call Options Held
16.4K
Put Options Held
0
View Full List

About FIDELITY HIGH DIVIDEND ETF

FDVV Quotes by TradingView
  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
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