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 317 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,562
shares
|
$80,817
0.0% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,530
shares
|
$79,162
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,184
shares
|
$61,260
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
827
shares
|
$42,788
0.0% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
800
shares
|
$41,392
0.0% of portfolio
|
Q1 2022
Reduced 96.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
617
shares
|
$31,923
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
583
shares
|
$30,164
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
560
shares
|
$28,974
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
525
shares
|
$27,163
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
511
shares
|
$26,439
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
507
shares
|
$26,232
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
501
shares
|
$25,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
500
shares
|
$25,870
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
409
shares
|
$21,161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
388
shares
|
$20,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
322
shares
|
$16,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
305
shares
|
$15,780
0.0% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
292
shares
|
$15,108
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
249
shares
|
$12,883
0.01% of portfolio
|
Q4 2023
Added 0.81%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
204
shares
|
$10,554
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
201
shares
|
$10,399
0.0% of portfolio
|
Q4 2024
Added 101.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
172
shares
|
$8,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
152
shares
|
$7,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
135
shares
|
$6,984
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
135
shares
|
$6,984
0.0% of portfolio
|
Q3 2023
New holding
|