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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
50,518
shares
|
$2.57 Million
0.39% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
49,323
shares
|
$2.51 Million
0.06% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
48,710
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
48,284
shares
|
$2.45 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
45,581
shares
|
$2.32 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
45,384
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
41,589
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
41,563
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2024
Added 135.1%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
40,983
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
40,318
shares
|
$2.05 Million
0.66% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,159
shares
|
$1.99 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
37,941
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Added 407.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
37,134
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
36,785
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
36,767
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,432
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
35,845
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
34,728
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
33,847
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
Added 126.57%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
33,467
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
33,175
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 195.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
32,967
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
Added 20.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
32,607
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
32,408
shares
|
$1.65 Million
0.18% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
31,853
shares
|
$1.62 Million
0.75% of portfolio
|
Q4 2024
Reduced 24.33%
|