Institutional Ownership Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV). We have compiled data on the 341 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,114,014
shares
|
$149 Million
0.23% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,975,834
shares
|
$94.8 Million
0.01% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,838,464
shares
|
$88.2 Million
0.04% of portfolio
|
Q4 2024
Added 96.51%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,827,617
shares
|
$87.7 Million
5.94% of portfolio
|
Q1 2025
Added 595.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,361,393
shares
|
$65.3 Million
0.02% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,240,933
shares
|
$59.5 Million
0.01% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
900,523
shares
|
$43.2 Million
0.01% of portfolio
|
Q4 2024
Added 28.4%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
884,143
shares
|
$42.4 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
854,023
shares
|
$41 Million
12.61% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
666,296
shares
|
$32 Million
0.11% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
651,612
shares
|
$31.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
629,435
shares
|
$30.2 Million
0.07% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
615,628
shares
|
$29.5 Million
5.37% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
593,128
shares
|
$28.5 Million
0.03% of portfolio
|
Q4 2024
Added 31.63%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
591,064
shares
|
$28.4 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
556,318
shares
|
$26.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
537,319
shares
|
$25.8 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
522,775
shares
|
$25.1 Million
0.15% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
463,604
shares
|
$22.2 Million
0.0% of portfolio
|
Q4 2024
Added 85.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
392,437
shares
|
$18.8 Million
0.0% of portfolio
|
Q4 2024
Added 59.43%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
390,411
shares
|
$18.7 Million
3.74% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
379,337
shares
|
$18.2 Million
0.07% of portfolio
|
Q4 2024
Added 23.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
373,367
shares
|
$17.9 Million
0.0% of portfolio
|
Q4 2024
Added 136.38%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
357,180
shares
|
$17.1 Million
0.22% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
355,392
shares
|
$17.1 Million
0.1% of portfolio
|
Q4 2024
Added 21.81%
|