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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
24,470
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
23,222
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Added 46.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
23,126
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
22,818
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
22,800
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
22,757
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
Added 96.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
22,698
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 37.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
22,323
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
21,958
shares
|
$1.14 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
21,103
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
20,134
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
19,860
shares
|
$1.03 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
19,600
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
18,828
shares
|
$974,160
0.06% of portfolio
|
Q4 2024
Added 49.01%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
18,563
shares
|
$960,449
0.2% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
18,070
shares
|
$934,941
0.08% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
17,974
shares
|
$929,974
0.37% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
17,935
shares
|
$927,956
0.04% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
17,460
shares
|
$903,380
0.58% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
17,421
shares
|
$901,362
0.11% of portfolio
|
Q4 2024
Added 34.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
17,378
shares
|
$899,137
0.01% of portfolio
|
Q4 2024
Added 220.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
16,933
shares
|
$876,113
0.08% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
16,900
shares
|
$874,406
0.13% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
16,807
shares
|
$869,594
0.42% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
16,741
shares
|
$866,179
0.51% of portfolio
|
Q3 2024
Added 126.29%
|