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 329 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,662
shares
|
$217,482
0.02% of portfolio
|
Q1 2025
Added 66500.0%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
4,644
shares
|
$216,642
0.1% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,599
shares
|
$214,543
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,588
shares
|
$214,030
0.05% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,561
shares
|
$212,770
0.01% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
4,528
shares
|
$211,231
0.01% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
4,500
shares
|
$209,925
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fulcrum Equity Management
|
Mar 24, 2025 Q4 2024 |
4,473
shares
|
$208,665
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
4,424
shares
|
$206,379
0.05% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
4,408
shares
|
$205,633
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
4,407
shares
|
$205,586
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
4,407
shares
|
$205,586
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
4,306
shares
|
$200,874
0.07% of portfolio
|
Q1 2025
Added 28.04%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
4,249
shares
|
$198,215
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
4,230
shares
|
$197,329
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,214
shares
|
$196,583
0.0% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,199
shares
|
$195,883
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
4,188
shares
|
$195,370
0.07% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,828
shares
|
$178,576
0.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,654
shares
|
$170,459
0.0% of portfolio
|
Q4 2024
Reduced 39.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,043
shares
|
$141,955
0.01% of portfolio
|
Q4 2024
Added 253.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,029
shares
|
$141,302
0.09% of portfolio
|
Q2 2024
Added 105.5%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
2,725
shares
|
$127,121
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,675
shares
|
$124,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,663
shares
|
$124,228
0.0% of portfolio
|
Q4 2024
Added 6.52%
|