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 |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
55,579
shares
|
$2.83 Million
3.88% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
54,279
shares
|
$2.76 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
50,518
shares
|
$2.57 Million
0.39% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
49,323
shares
|
$2.51 Million
0.06% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
48,710
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
48,284
shares
|
$2.46 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
47,777
shares
|
$2.43 Million
0.03% of portfolio
|
Q4 2024
Added 57.87%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
45,581
shares
|
$2.32 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
45,384
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
41,589
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
41,171
shares
|
$2.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
40,983
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,318
shares
|
$2.05 Million
0.66% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
40,282
shares
|
$2.05 Million
0.02% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,159
shares
|
$1.99 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
37,941
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Added 407.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
37,134
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
36,785
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,432
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
35,845
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35,309
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Added 146.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
34,728
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
33,847
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
Added 126.57%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
33,467
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
33,175
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 195.6%
|