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Summit X LLC trimmed HDV ETF holdings in Q2 2025, bought FDVV shares, and held FDRR ETFs.
Summit X LLC reduced its HDV ETF holdings by 1,152 shares in Q2 2025, lowering its stake to 18,118 shares worth $2.12 million, while acquiring 20,853 shares of Fidelity’s FDVV ETF for $1.085 million.
Legacy Investment Solutions LLC added 542 HDV shares, valuing the purchase at about $64,000.
Summit also held $879,000 in FDRR ETF shares after selling some during the quarter.
HDV, FDVV, and FDRR are all dividend-focused ETFs with varying exposure to interest rate trends and market volatility.
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Summit X LLC recortó las tenencias de HDV ETF en el segundo trimestre de 2025, compró acciones de FDVV y sostuvo FDRR ETF.