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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
310,624
shares
|
$16.1 Million
3.91% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
296,158
shares
|
$15.3 Million
7.64% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
292,425
shares
|
$15.1 Million
4.06% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
289,710
shares
|
$15 Million
0.09% of portfolio
|
Q4 2024
Added 29.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
282,196
shares
|
$14.6 Million
0.03% of portfolio
|
Q3 2023
Added 3.86%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
273,157
shares
|
$14.1 Million
0.54% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
262,844
shares
|
$13.6 Million
0.79% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
243,053
shares
|
$12.6 Million
0.01% of portfolio
|
Q4 2024
Added 39.37%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
229,205
shares
|
$11.9 Million
3.02% of portfolio
|
Q4 2024
Reduced 19.13%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
224,373
shares
|
$11.6 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
209,263
shares
|
$10.8 Million
0.3% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
208,395
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
202,256
shares
|
$10.5 Million
1.03% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
169,573
shares
|
$8.77 Million
6.88% of portfolio
|
Q4 2024
Added 32.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
165,060
shares
|
$8.54 Million
0.11% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
153,833
shares
|
$7.96 Million
0.26% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
139,128
shares
|
$7.2 Million
0.01% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
138,759
shares
|
$7.18 Million
3.97% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
137,805
shares
|
$7.13 Million
0.13% of portfolio
|
Q4 2024
Added 49.57%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
136,633
shares
|
$7.07 Million
0.59% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
129,129
shares
|
$6.68 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
121,153
shares
|
$6.27 Million
5.58% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
121,090
shares
|
$6.27 Million
1.25% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
118,903
shares
|
$6.15 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
118,846
shares
|
$6.15 Million
0.04% of portfolio
|
Q4 2024
Added 20.23%
|