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 440 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
42,406
shares
|
$2.38 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
41,367
shares
|
$2.32 Million
0.29% of portfolio
|
Q4 2025
Added 27.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
39,872
shares
|
$2.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
39,268
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2025
Added 15.28%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
38,729
shares
|
$2.17 Million
0.27% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
38,332
shares
|
$2.15 Million
0.03% of portfolio
|
Q4 2025
Added 34.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
37,607
shares
|
$2.11 Million
0.08% of portfolio
|
Q4 2025
Added 16.19%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
36,413
shares
|
$2.04 Million
0.19% of portfolio
|
Q4 2025
Added 12.24%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
36,103
shares
|
$2.02 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
36,060
shares
|
$2.02 Million
1.18% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
35,597
shares
|
$2 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 28, 2026 Q4 2025 |
35,064
shares
|
$1.97 Million
0.33% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
34,774
shares
|
$1.95 Million
0.17% of portfolio
|
Q4 2025
Added 214.73%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
34,769
shares
|
$1.95 Million
0.44% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Capital Performance Advisors LLP
|
Jan 27, 2026 Q4 2025 |
34,422
shares
|
$1.93 Million
0.64% of portfolio
|
Q4 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
34,313
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2025
Added 21.82%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
34,207
shares
|
$1.92 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
33,222
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
32,167
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2025
Added 13.7%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
32,136
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
31,955
shares
|
$1.79 Million
0.54% of portfolio
|
Q4 2025
Added 2.39%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
31,825
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2025
Added 87.95%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
31,511
shares
|
$1.77 Million
0.29% of portfolio
|
Q4 2025
Added 13.97%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
31,373
shares
|
$1.76 Million
0.08% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
31,197
shares
|
$1.75 Million
0.39% of portfolio
|
Q4 2025
Added 5.97%
|
|