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 $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
17,460
shares
|
$821,667
0.58% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
17,421
shares
|
$819,832
0.11% of portfolio
|
Q4 2024
Added 34.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
17,378
shares
|
$817,808
0.01% of portfolio
|
Q4 2024
Added 220.27%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
17,346
shares
|
$816,302
0.33% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,112
shares
|
$805,290
0.05% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
17,033
shares
|
$801,572
0.13% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
16,933
shares
|
$796,866
0.08% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
16,524
shares
|
$777,619
0.43% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
16,181
shares
|
$761,477
0.27% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
16,085
shares
|
$756,960
0.05% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
16,000
shares
|
$752,960
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
15,873
shares
|
$746,983
0.04% of portfolio
|
Q1 2025
Added 284.24%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
15,775
shares
|
$742,371
0.23% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
15,746
shares
|
$741,006
0.01% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
15,727
shares
|
$740,112
0.05% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
15,689
shares
|
$738,324
0.04% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
15,667
shares
|
$737,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
15,365
shares
|
$723,076
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
15,129
shares
|
$711,970
0.22% of portfolio
|
Q2 2024
Reduced 11.68%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
14,748
shares
|
$694,040
0.02% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
14,435
shares
|
$679,311
0.22% of portfolio
|
Q4 2024
Added 19.54%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
13,899
shares
|
$654,086
0.33% of portfolio
|
Q1 2025
Added 179.77%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
13,850
shares
|
$651,781
0.12% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
13,846
shares
|
$651,592
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
13,719
shares
|
$645,616
0.01% of portfolio
|
Q4 2024
Added 109.58%
|