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 275 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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
511
shares
|
$25,999
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
502
shares
|
$25,541
0.0% of portfolio
|
Q3 2024
Added 18.12%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
501
shares
|
$25,490
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
500
shares
|
$25,440
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
409
shares
|
$20,809
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
298
shares
|
$15,162
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
297
shares
|
$15,111
0.0% of portfolio
|
Q1 2023
Reduced 97.37%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
289
shares
|
$14,704
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
249
shares
|
$12,669
0.01% of portfolio
|
Q4 2023
Added 0.81%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
203
shares
|
$10,328
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
135
shares
|
$6,868
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
135
shares
|
$6,868
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
131
shares
|
$6,665
0.0% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
124
shares
|
$6,309
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
111
shares
|
$5,647
0.0% of portfolio
|
Q3 2024
Reduced 47.39%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$5,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$5,088
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
81
shares
|
$4,121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
58
shares
|
$2,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
50
shares
|
$2,544
0.0% of portfolio
|
Q3 2024
Added 257.14%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$2,544
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
47
shares
|
$2,391
0.0% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
23
shares
|
$1,170
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
12
shares
|
$610
0.0% of portfolio
|
Q1 2024
New holding
|