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 290 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,963
shares
|
$99,131
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,794
shares
|
$90,597
0.0% of portfolio
|
Q4 2021
Reduced 16.16%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,562
shares
|
$78,881
0.0% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,473
shares
|
$74,386
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,184
shares
|
$59,792
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,171
shares
|
$59,135
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
861
shares
|
$43,480
0.0% of portfolio
|
Q3 2024
Added 867.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
827
shares
|
$41,763
0.0% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
818
shares
|
$41,309
0.0% of portfolio
|
Q3 2024
Added 238.02%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$40,400
0.0% of portfolio
|
Q1 2022
Reduced 96.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
616
shares
|
$31,108
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
560
shares
|
$28,280
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
525
shares
|
$26,512
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
511
shares
|
$25,805
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
507
shares
|
$25,603
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
501
shares
|
$25,300
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
500
shares
|
$25,250
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
409
shares
|
$20,654
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
388
shares
|
$19,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
298
shares
|
$15,049
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
297
shares
|
$14,998
0.0% of portfolio
|
Q1 2023
Reduced 97.37%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
292
shares
|
$14,746
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
249
shares
|
$12,574
0.01% of portfolio
|
Q4 2023
Added 0.81%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
204
shares
|
$10,302
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
201
shares
|
$10,150
0.0% of portfolio
|
Q4 2024
Added 101.0%
|