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 |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,507
shares
|
$388,412
0.06% of portfolio
|
Q3 2024
Added 70.34%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
7,504
shares
|
$388,256
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,367
shares
|
$381,168
0.04% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
7,067
shares
|
$365,646
0.22% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,022
shares
|
$363,318
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,992
shares
|
$361,766
0.0% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,925
shares
|
$358,299
0.03% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,590
shares
|
$340,966
0.13% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,535
shares
|
$338,120
0.05% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
6,499
shares
|
$336,258
0.01% of portfolio
|
Q4 2024
Reduced 16.63%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
6,400
shares
|
$331,136
0.02% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
6,300
shares
|
$325,962
0.02% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,297
shares
|
$325,806
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
6,291
shares
|
$325,496
0.05% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
6,263
shares
|
$324,047
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,189
shares
|
$320,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
6,189
shares
|
$320,218
0.01% of portfolio
|
Q2 2024
Reduced 34.85%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
6,086
shares
|
$314,889
0.02% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
6,064
shares
|
$313,751
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,923
shares
|
$306,456
0.2% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
5,910
shares
|
$305,783
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,908
shares
|
$305,679
0.02% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
5,898
shares
|
$305,162
0.1% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
5,880
shares
|
$304,231
0.09% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,872
shares
|
$303,817
0.02% of portfolio
|
Q4 2024
Added 9.35%
|