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 390 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
29,139
shares
|
$1.62 Million
0.35% of portfolio
|
Q2 2025
Added 27.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
28,168
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
27,672
shares
|
$1.54 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
26,921
shares
|
$1.49 Million
0.45% of portfolio
|
Q1 2024
Added 15.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
26,877
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
26,292
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 277.11%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
25,974
shares
|
$1.44 Million
0.25% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
25,894
shares
|
$1.44 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
25,568
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
25,076
shares
|
$1.39 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,979
shares
|
$1.39 Million
0.48% of portfolio
|
Q1 2023
Reduced 1.53%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
24,749
shares
|
$1.37 Million
0.08% of portfolio
|
Q2 2025
Added 53.86%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
24,463
shares
|
$1.36 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
23,916
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Added 34.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,530
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
23,378
shares
|
$1.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
23,175
shares
|
$1.29 Million
0.27% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
23,052
shares
|
$1.28 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
22,800
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
22,798
shares
|
$1.27 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
22,643
shares
|
$1.26 Million
0.5% of portfolio
|
Q2 2025
Added 35.6%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
21,958
shares
|
$1.22 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
21,860
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
21,760
shares
|
$1.21 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
21,744
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 9.3%
|