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 254 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
24,530
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
24,359
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
24,133
shares
|
$1.21 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
24,091
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Added 106.17%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
23,954
shares
|
$1.21 Million
0.15% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
22,993
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2024
Added 62.68%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
22,800
shares
|
$1.15 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
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
21,958
shares
|
$1.1 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
21,020
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
20,385
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Added 65.77%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
19,522
shares
|
$982,347
0.17% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
18,521
shares
|
$931,976
0.01% of portfolio
|
Q2 2024
Added 4.29%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
17,974
shares
|
$904,451
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
|
$902,489
0.04% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
17,202
shares
|
$865,604
0.58% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
16,855
shares
|
$848,143
0.11% of portfolio
|
Q3 2024
Reduced 17.54%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
16,741
shares
|
$842,407
0.55% of portfolio
|
Q3 2024
Added 126.29%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 22, 2024 Q3 2024 |
16,496
shares
|
$830,078
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
16,310
shares
|
$820,719
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
16,192
shares
|
$814,781
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
15,848
shares
|
$797,471
0.04% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
15,777
shares
|
$793,898
0.4% of portfolio
|
Q3 2024
Added 26.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
15,133
shares
|
$761,492
0.04% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
15,129
shares
|
$761,291
0.21% of portfolio
|
Q2 2024
Reduced 11.68%
|