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 320 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
16,496
shares
|
$813,582
0.45% of portfolio
|
Q3 2024
New holding
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
16,181
shares
|
$798,046
0.27% of portfolio
|
Q4 2024
Added 10.42%
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
16,000
shares
|
$789,120
1.12% of portfolio
|
Q4 2024
New holding
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
15,744
shares
|
$776,494
0.2% of portfolio
|
Q4 2024
Added 26.75%
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
15,667
shares
|
$772,696
0.01% of portfolio
|
Q4 2024
New holding
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
15,365
shares
|
$757,801
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
15,152
shares
|
$747,296
0.42% of portfolio
|
Q4 2024
Added 8.05%
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,151
shares
|
$747,247
0.04% of portfolio
|
Q4 2024
Added 93.95%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
15,129
shares
|
$746,162
0.22% of portfolio
|
Q2 2024
Reduced 11.68%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
14,988
shares
|
$739,208
0.04% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,889
shares
|
$734,325
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
14,748
shares
|
$727,371
0.02% of portfolio
|
Q4 2024
Added 32.86%
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
14,552
shares
|
$717,704
0.05% of portfolio
|
Q4 2024
Added 2.41%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
14,435
shares
|
$711,934
0.22% of portfolio
|
Q4 2024
Added 19.54%
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
14,099
shares
|
$695,362
0.04% of portfolio
|
Q4 2024
Added 16.03%
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
13,850
shares
|
$683,082
0.12% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
13,846
shares
|
$682,884
0.11% of portfolio
|
Q4 2024
New holding
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
13,719
shares
|
$676,621
0.01% of portfolio
|
Q4 2024
Added 109.58%
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
13,555
shares
|
$668,532
0.36% of portfolio
|
Q4 2024
Added 15.78%
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,479
shares
|
$664,784
0.14% of portfolio
|
Q4 2024
Added 0.72%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
13,451
shares
|
$663,403
0.01% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
13,230
shares
|
$652,503
0.2% of portfolio
|
Q4 2024
Added 0.41%
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
12,374
shares
|
$610,285
0.04% of portfolio
|
Q4 2024
New holding
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,359
shares
|
$609,545
0.41% of portfolio
|
Q4 2024
Added 3.48%
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
11,877
shares
|
$585,773
0.03% of portfolio
|
Q4 2024
Reduced 0.31%
|