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 275 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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,650
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
28,835
shares
|
$1.47 Million
0.94% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
28,756
shares
|
$1.46 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
27,908
shares
|
$1.42 Million
0.91% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
27,273
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 65.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
26,921
shares
|
$1.37 Million
0.45% of portfolio
|
Q1 2024
Added 15.33%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
26,183
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,979
shares
|
$1.27 Million
0.48% of portfolio
|
Q1 2023
Reduced 1.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
24,530
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
24,500
shares
|
$1.25 Million
0.15% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
24,470
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
24,133
shares
|
$1.23 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
23,515
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
23,222
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Added 46.53%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
22,800
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
22,597
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
21,958
shares
|
$1.12 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
21,052
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,100
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
19,522
shares
|
$993,279
0.17% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
18,563
shares
|
$944,485
0.2% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
18,263
shares
|
$929,221
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
17,974
shares
|
$914,517
0.37% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
17,935
shares
|
$912,532
0.04% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
17,460
shares
|
$888,364
0.58% of portfolio
|
Q4 2024
Added 1.5%
|