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 254 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
84,181
shares
|
$4.24 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
81,142
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
80,010
shares
|
$4.03 Million
0.59% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
79,727
shares
|
$4.01 Million
2.02% of portfolio
|
Q2 2024
Added 5.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
79,135
shares
|
$3.98 Million
0.09% of portfolio
|
Q2 2024
Added 408.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
78,391
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2024
Added 9.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
76,481
shares
|
$3.85 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
76,448
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2024
Added 45.25%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
75,242
shares
|
$3.79 Million
0.04% of portfolio
|
Q2 2024
Added 6.29%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
74,203
shares
|
$3.73 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
73,038
shares
|
$3.68 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
72,438
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 61.08%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
72,021
shares
|
$3.62 Million
0.05% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
71,117
shares
|
$3.58 Million
0.27% of portfolio
|
Q2 2024
Added 18.58%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
69,520
shares
|
$3.5 Million
2.13% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
57,538
shares
|
$2.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
53,751
shares
|
$2.7 Million
0.17% of portfolio
|
Q2 2024
Added 25.85%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
49,191
shares
|
$2.48 Million
1.27% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
49,184
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2024
Added 70.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
48,560
shares
|
$2.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
47,689
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
47,369
shares
|
$2.38 Million
1.21% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
47,222
shares
|
$2.38 Million
0.38% of portfolio
|
Q3 2024
Added 86.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
46,077
shares
|
$2.32 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
45,769
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.08%
|