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 243 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $980 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
2,480,597
shares
|
$122 Million
0.18% of portfolio
|
Q2 2024
Added 10.69%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,328,758
shares
|
$65.3 Million
0.0% of portfolio
|
Q1 2024
Added 5.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,129,789
shares
|
$55.5 Million
0.0% of portfolio
|
Q2 2024
Added 3.4%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,020,505
shares
|
$50.1 Million
0.02% of portfolio
|
Q2 2024
Added 35.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
682,787
shares
|
$33.6 Million
0.18% of portfolio
|
Q2 2024
Added 10.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
642,795
shares
|
$31.6 Million
0.02% of portfolio
|
Q2 2024
Added 12.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
628,483
shares
|
$30.9 Million
0.07% of portfolio
|
Q2 2024
Reduced 46.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
602,455
shares
|
$29.6 Million
0.01% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
548,442
shares
|
$27 Million
7.36% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
543,198
shares
|
$26.7 Million
0.06% of portfolio
|
Q2 2024
Added 41.19%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
504,144
shares
|
$24.8 Million
4.77% of portfolio
|
Q2 2024
Added 13.81%
|
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
445,072
shares
|
$21.9 Million
0.13% of portfolio
|
Q2 2024
Added 4593.37%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
304,789
shares
|
$15 Million
0.2% of portfolio
|
Q2 2024
Reduced 41.72%
|
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
302,013
shares
|
$14.8 Million
3.75% of portfolio
|
Q2 2024
Added 4.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
298,751
shares
|
$14.7 Million
0.02% of portfolio
|
Q2 2024
Added 32.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
290,522
shares
|
$14.3 Million
0.05% of portfolio
|
Q2 2024
Added 13.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
282,196
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2023
Added 3.86%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 28, 2024 Q2 2024 |
276,560
shares
|
$13.6 Million
0.88% of portfolio
|
Q2 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
267,747
shares
|
$13.2 Million
7.53% of portfolio
|
Q2 2024
Added 4.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
247,198
shares
|
$12.1 Million
0.01% of portfolio
|
Q2 2024
Added 20.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
233,896
shares
|
$11.5 Million
0.04% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
225,758
shares
|
$11.1 Million
2.85% of portfolio
|
Q2 2024
Added 254.65%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
224,373
shares
|
$11 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
222,397
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
207,009
shares
|
$10.2 Million
0.03% of portfolio
|
Q2 2024
Added 4.83%
|