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 |
|---|---|---|---|---|---|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
117,018
shares
|
$6.05 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,653
shares
|
$6.04 Million
0.0% of portfolio
|
Q3 2024
Added 223.6%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
109,789
shares
|
$5.68 Million
0.92% of portfolio
|
Q4 2024
Added 25.03%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
109,043
shares
|
$5.64 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
108,263
shares
|
$5.6 Million
0.48% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
107,532
shares
|
$5.56 Million
0.31% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
103,226
shares
|
$5.34 Million
2.78% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
102,134
shares
|
$5.28 Million
0.0% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
100,238
shares
|
$5.19 Million
0.07% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
96,836
shares
|
$5.01 Million
0.09% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
93,386
shares
|
$4.83 Million
2.1% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
88,971
shares
|
$4.6 Million
0.31% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
87,719
shares
|
$4.54 Million
0.03% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
87,506
shares
|
$4.53 Million
0.03% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
85,504
shares
|
$4.42 Million
0.04% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
84,770
shares
|
$4.39 Million
0.26% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
84,675
shares
|
$4.38 Million
2.12% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
79,255
shares
|
$4.1 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
79,180
shares
|
$4.1 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
78,363
shares
|
$4.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
76,448
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Added 45.25%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
76,434
shares
|
$3.95 Million
0.28% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
74,008
shares
|
$3.83 Million
0.88% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
72,278
shares
|
$3.74 Million
0.06% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
70,590
shares
|
$3.65 Million
4.75% of portfolio
|
Q4 2024
Added 27.01%
|