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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
111,005
shares
|
$6.16 Million
0.09% of portfolio
|
Q2 2025
Added 2042.13%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
107,659
shares
|
$5.98 Million
0.03% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
107,637
shares
|
$5.98 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
103,727
shares
|
$5.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
96,229
shares
|
$5.34 Million
0.01% of portfolio
|
Q2 2025
Added 18.5%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
88,783
shares
|
$4.93 Million
0.04% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
88,142
shares
|
$4.89 Million
0.06% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
87,500
shares
|
$4.86 Million
5.14% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
87,090
shares
|
$4.84 Million
2.26% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
84,525
shares
|
$4.69 Million
0.55% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
84,247
shares
|
$4.68 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
83,540
shares
|
$4.64 Million
0.01% of portfolio
|
Q2 2025
Added 104.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
82,628
shares
|
$4.59 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
82,600
shares
|
$4.59 Million
2.91% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
81,360
shares
|
$4.52 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
80,332
shares
|
$4.46 Million
0.29% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
78,826
shares
|
$4.38 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
77,812
shares
|
$4.32 Million
0.22% of portfolio
|
Q2 2025
Added 981.17%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
75,273
shares
|
$4.18 Million
0.1% of portfolio
|
Q2 2025
Added 113.18%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
73,754
shares
|
$4.09 Million
0.39% of portfolio
|
Q2 2025
Reduced 63.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
73,195
shares
|
$4.06 Million
0.07% of portfolio
|
Q2 2025
Added 44.57%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
72,825
shares
|
$4.04 Million
2.26% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
72,138
shares
|
$4.01 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
71,358
shares
|
$3.96 Million
0.17% of portfolio
|
Q2 2025
Added 23.98%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
70,722
shares
|
$3.93 Million
0.05% of portfolio
|
Q2 2025
Added 4.02%
|