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 297 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
108,263
shares
|
$5.51 Million
0.48% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
107,532
shares
|
$5.47 Million
0.31% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
103,226
shares
|
$5.25 Million
2.78% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
100,238
shares
|
$5.1 Million
0.07% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
96,836
shares
|
$4.93 Million
0.09% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
92,133
shares
|
$4.69 Million
0.1% of portfolio
|
Q2 2024
Added 12.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
87,506
shares
|
$4.45 Million
0.03% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
85,709
shares
|
$4.36 Million
0.29% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
85,661
shares
|
$4.36 Million
1.93% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
85,504
shares
|
$4.35 Million
0.04% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
84,228
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
81,512
shares
|
$4.15 Million
2.05% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
79,180
shares
|
$4.03 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
78,645
shares
|
$4 Million
0.04% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
76,448
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
Added 45.25%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
76,434
shares
|
$3.89 Million
0.28% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
74,008
shares
|
$3.76 Million
0.88% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
73,730
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2024
Added 49.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
72,278
shares
|
$3.68 Million
0.06% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
69,647
shares
|
$3.54 Million
2.07% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
69,103
shares
|
$3.52 Million
0.12% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
67,729
shares
|
$3.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
67,052
shares
|
$3.41 Million
0.22% of portfolio
|
Q3 2024
Added 24.75%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
64,655
shares
|
$3.29 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
|
$3.09 Million
2.56% of portfolio
|
Q4 2024
New holding
|