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 289 institutions that hold shares in the stock, with a total of 24 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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,598
shares
|
$233,716
0.02% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,517
shares
|
$229,599
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,511
shares
|
$229,294
0.0% of portfolio
|
Q3 2024
Reduced 58.91%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
4,500
shares
|
$228,735
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
4,473
shares
|
$227,362
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,440
shares
|
$225,685
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,439
shares
|
$225,634
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
4,407
shares
|
$224,007
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
4,236
shares
|
$215,315
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
4,230
shares
|
$215,010
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,199
shares
|
$213,435
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
4,149
shares
|
$210,893
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,131
shares
|
$209,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,120
shares
|
$209,419
0.02% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,043
shares
|
$205,505
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,810
shares
|
$193,662
0.02% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,700
shares
|
$188,071
0.0% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,497
shares
|
$177,752
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,029
shares
|
$153,964
0.09% of portfolio
|
Q2 2024
Added 105.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,675
shares
|
$135,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
2,580
shares
|
$131,141
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$127,075
0.0% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,351
shares
|
$119,501
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,259
shares
|
$114,824
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,963
shares
|
$99,779
0.03% of portfolio
|
Q4 2024
New holding
|