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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
26,309
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
25,601
shares
|
$1.44 Million
0.14% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
25,582
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
25,499
shares
|
$1.43 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
25,316
shares
|
$1.42 Million
0.5% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,988
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,979
shares
|
$1.4 Million
0.48% of portfolio
|
Q1 2023
Reduced 1.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
23,783
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 37.91%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
23,650
shares
|
$1.33 Million
0.26% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
23,517
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2025
Added 126.17%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
22,800
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
22,089
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
21,978
shares
|
$1.23 Million
0.34% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
21,969
shares
|
$1.23 Million
0.8% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
21,514
shares
|
$1.21 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
21,504
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
20,867
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
20,534
shares
|
$1.15 Million
0.52% of portfolio
|
Q3 2025
Added 21.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
19,706
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.52%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
19,141
shares
|
$1.07 Million
0.63% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
19,119
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
19,104
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
18,627
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
18,313
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Added 270.26%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
18,100
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
New holding
|