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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
39,148
shares
|
$2.03 Million
0.09% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
37,105
shares
|
$1.92 Million
0.26% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35,309
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2024
Added 146.64%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
34,948
shares
|
$1.81 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
34,486
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 613.7%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
34,137
shares
|
$1.77 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
33,847
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Added 126.57%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
33,467
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
33,175
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Added 195.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
32,967
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
Added 20.88%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
32,408
shares
|
$1.68 Million
0.18% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
32,067
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
31,853
shares
|
$1.65 Million
0.75% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
30,625
shares
|
$1.58 Million
1.01% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
30,209
shares
|
$1.56 Million
0.68% of portfolio
|
Q1 2024
Reduced 13.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
29,170
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
29,062
shares
|
$1.5 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
28,503
shares
|
$1.47 Million
0.07% of portfolio
|
Q4 2024
Reduced 33.79%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
27,909
shares
|
$1.44 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
27,908
shares
|
$1.44 Million
0.91% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
26,921
shares
|
$1.39 Million
0.45% of portfolio
|
Q1 2024
Added 15.33%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
25,290
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
25,154
shares
|
$1.3 Million
0.46% of portfolio
|
Q4 2024
Added 154.75%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,979
shares
|
$1.29 Million
0.48% of portfolio
|
Q1 2023
Reduced 1.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
24,500
shares
|
$1.27 Million
0.15% of portfolio
|
Q4 2024
Added 2.28%
|