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 |
|---|---|---|---|---|---|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
69,647
shares
|
$3.6 Million
2.07% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
69,103
shares
|
$3.58 Million
0.12% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
67,729
shares
|
$3.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
64,655
shares
|
$3.35 Million
0.24% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
60,778
shares
|
$3.14 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
54,279
shares
|
$2.81 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
50,518
shares
|
$2.61 Million
0.39% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
49,404
shares
|
$2.56 Million
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
49,323
shares
|
$2.55 Million
0.06% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,549
shares
|
$2.51 Million
0.0% of portfolio
|
Q4 2024
Added 33.26%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
48,284
shares
|
$2.5 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
47,777
shares
|
$2.47 Million
0.03% of portfolio
|
Q4 2024
Added 57.87%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
46,751
shares
|
$2.42 Million
5.76% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
45,581
shares
|
$2.36 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
45,216
shares
|
$2.34 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
42,405
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Added 72.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
41,171
shares
|
$2.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
41,042
shares
|
$2.12 Million
0.12% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
40,983
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,318
shares
|
$2.09 Million
0.66% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
40,282
shares
|
$2.08 Million
0.02% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
39,766
shares
|
$2.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
39,485
shares
|
$2.04 Million
0.06% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
39,376
shares
|
$2.04 Million
1.54% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
39,307
shares
|
$2.03 Million
1.15% of portfolio
|
Q4 2024
New holding
|