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 428 institutions that hold shares in the stock, with a total of 49.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
135
shares
|
$7,570
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
135
shares
|
$7,570
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
118
shares
|
$6,617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
110
shares
|
$6,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
100
shares
|
$5,608
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
100
shares
|
$5,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$5,608
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
92
shares
|
$5,159
0.0% of portfolio
|
Q3 2025
Reduced 86.86%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
81
shares
|
$4,542
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
76
shares
|
$4,262
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
58
shares
|
$3,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
57
shares
|
$3,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
52
shares
|
$2,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
50
shares
|
$2,804
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
49
shares
|
$2,747
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
40
shares
|
$2,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
33
shares
|
$1,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
22
shares
|
$1,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
12
shares
|
$672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
12
shares
|
$672
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11
shares
|
$616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
5
shares
|
$280
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2
shares
|
$112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|