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 327 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
118,903
shares
|
$5.54 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
118,846
shares
|
$5.53 Million
0.04% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
117,018
shares
|
$5.45 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,653
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2024
Added 223.6%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
113,315
shares
|
$5.28 Million
3.08% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
110,610
shares
|
$5.15 Million
0.43% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
109,789
shares
|
$5.11 Million
0.92% of portfolio
|
Q4 2024
Added 25.03%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
109,043
shares
|
$5.08 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
107,532
shares
|
$5.01 Million
0.31% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
106,876
shares
|
$4.98 Million
0.01% of portfolio
|
Q1 2025
Added 22.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
102,134
shares
|
$4.76 Million
0.0% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
100,238
shares
|
$4.67 Million
0.07% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
96,836
shares
|
$4.51 Million
0.09% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
93,386
shares
|
$4.35 Million
2.1% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
88,971
shares
|
$4.14 Million
0.31% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
87,719
shares
|
$4.08 Million
0.03% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
87,506
shares
|
$4.07 Million
0.03% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
85,504
shares
|
$3.98 Million
0.04% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
84,770
shares
|
$3.95 Million
0.26% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
84,675
shares
|
$3.94 Million
2.12% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
82,904
shares
|
$3.86 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
79,255
shares
|
$3.69 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
79,180
shares
|
$3.69 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
78,644
shares
|
$3.66 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
78,363
shares
|
$3.65 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|