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 |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
224,373
shares
|
$11.4 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
224,195
shares
|
$11.4 Million
0.08% of portfolio
|
Q3 2024
Added 24.98%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
212,826
shares
|
$10.8 Million
0.68% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
206,416
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
201,266
shares
|
$10.2 Million
0.33% of portfolio
|
Q3 2024
Added 45.17%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
200,738
shares
|
$10.2 Million
1.11% of portfolio
|
Q3 2024
Added 138.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
174,391
shares
|
$8.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
169,573
shares
|
$8.62 Million
6.88% of portfolio
|
Q4 2024
Added 32.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
157,952
shares
|
$8.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.13%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
157,024
shares
|
$7.98 Million
0.01% of portfolio
|
Q3 2024
Added 51.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
150,455
shares
|
$7.65 Million
0.1% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
138,938
shares
|
$7.06 Million
0.19% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
136,633
shares
|
$6.95 Million
0.59% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
129,129
shares
|
$6.56 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
126,572
shares
|
$6.43 Million
4.15% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
119,833
shares
|
$6.09 Million
0.23% of portfolio
|
Q2 2024
Added 61.69%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
119,717
shares
|
$6.09 Million
1.22% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
117,018
shares
|
$5.95 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,653
shares
|
$5.93 Million
0.0% of portfolio
|
Q3 2024
Added 223.6%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
114,547
shares
|
$5.82 Million
1.24% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
112,135
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
109,789
shares
|
$5.58 Million
0.92% of portfolio
|
Q4 2024
Added 25.03%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
108,263
shares
|
$5.5 Million
0.48% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
107,532
shares
|
$5.47 Million
0.31% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
103,226
shares
|
$5.25 Million
2.78% of portfolio
|
Q4 2024
Added 0.52%
|