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 428 institutions that hold shares in the stock, with a total of 49.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
34,769
shares
|
$1.95 Million
0.44% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
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
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
34,062
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
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%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
32,524
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
32,445
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2025
Added 85.43%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
32,442
shares
|
$1.82 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
32,367
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2025
Added 62.62%
|
|
|
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 |
Oct 29, 2025 Q3 2025 |
31,210
shares
|
$1.75 Million
0.55% of portfolio
|
Q3 2025
Added 27.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
31,034
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 42.72%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
30,977
shares
|
$1.74 Million
0.84% of portfolio
|
Q2 2025
Added 61.84%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
30,935
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
30,209
shares
|
$1.69 Million
0.68% of portfolio
|
Q1 2024
Reduced 13.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
29,973
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
29,584
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
29,458
shares
|
$1.65 Million
0.97% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
29,439
shares
|
$1.65 Million
0.4% of portfolio
|
Q3 2025
Added 17.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
28,562
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 157.66%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
28,292
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
27,648
shares
|
$1.55 Million
0.25% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
27,400
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
27,313
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.1%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
26,921
shares
|
$1.51 Million
0.45% of portfolio
|
Q1 2024
Added 15.33%
|