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 329 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
26,220
shares
|
$1.23 Million
0.36% of portfolio
|
Q1 2025
Added 145.9%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
26,105
shares
|
$1.23 Million
1.17% of portfolio
|
Q1 2025
Reduced 42.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
25,290
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,979
shares
|
$1.18 Million
0.48% of portfolio
|
Q1 2023
Reduced 1.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
24,811
shares
|
$1.17 Million
0.15% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
24,753
shares
|
$1.16 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
24,008
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
23,271
shares
|
$1.1 Million
0.55% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
23,222
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 46.53%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
23,175
shares
|
$1.09 Million
0.3% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
23,126
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
23,114
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
22,800
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
22,766
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2025
Added 44.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
22,757
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Added 96.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
22,698
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 37.58%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
21,958
shares
|
$1.03 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
21,103
shares
|
$993,107
0.1% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
20,134
shares
|
$947,506
0.18% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
19,860
shares
|
$934,611
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
19,141
shares
|
$900,775
0.57% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
18,828
shares
|
$886,045
0.06% of portfolio
|
Q4 2024
Added 49.01%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
18,563
shares
|
$873,574
0.2% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
18,070
shares
|
$850,374
0.08% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
17,509
shares
|
$823,973
0.26% of portfolio
|
Q1 2025
Added 32.34%
|