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 390 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
4,512
shares
|
$250,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,500
shares
|
$249,840
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
4,481
shares
|
$248,785
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
4,407
shares
|
$244,676
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
4,407
shares
|
$244,676
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,390
shares
|
$243,732
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
4,297
shares
|
$238,569
0.13% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
4,260
shares
|
$236,515
0.07% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
4,155
shares
|
$230,685
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,038
shares
|
$224,189
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,959
shares
|
$219,803
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,945
shares
|
$219,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
3,910
shares
|
$217,083
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
3,855
shares
|
$214,029
0.02% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
3,210
shares
|
$178,219
0.06% of portfolio
|
Q2 2025
Added 66.75%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,029
shares
|
$168,170
0.09% of portfolio
|
Q2 2024
Added 105.5%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,002
shares
|
$166,671
0.04% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
2,826
shares
|
$156,899
0.03% of portfolio
|
Q2 2025
Reduced 41.86%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,361
shares
|
$131,082
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2,000
shares
|
$111,040
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$111,040
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,975
shares
|
$109,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,794
shares
|
$99,602
0.0% of portfolio
|
Q4 2021
Reduced 16.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,655
shares
|
$91,885
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,392
shares
|
$77,283
0.0% of portfolio
|
Q2 2025
Reduced 19.86%
|