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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
76,434
shares
|
$3.56 Million
0.28% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
74,008
shares
|
$3.45 Million
0.88% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
72,278
shares
|
$3.37 Million
0.06% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
70,590
shares
|
$3.29 Million
4.75% of portfolio
|
Q4 2024
Added 27.01%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
70,436
shares
|
$3.28 Million
2.19% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
69,103
shares
|
$3.22 Million
0.12% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
67,729
shares
|
$3.15 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
64,655
shares
|
$3.01 Million
0.24% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
60,778
shares
|
$2.83 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
57,554
shares
|
$2.68 Million
0.15% of portfolio
|
Q1 2025
Added 200.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
49,805
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
49,404
shares
|
$2.3 Million
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
49,323
shares
|
$2.3 Million
0.06% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,549
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
Added 33.26%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
48,284
shares
|
$2.25 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
47,777
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
Added 57.87%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
46,751
shares
|
$2.18 Million
5.76% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
45,216
shares
|
$2.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
41,171
shares
|
$1.92 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
41,042
shares
|
$1.91 Million
0.12% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
40,983
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
40,931
shares
|
$1.91 Million
0.32% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
40,411
shares
|
$1.88 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,318
shares
|
$1.88 Million
0.66% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
40,282
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Added 9.56%
|