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 329 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
8,349
shares
|
$389,480
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
8,243
shares
|
$384,535
0.01% of portfolio
|
Q4 2024
Added 907.7%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
8,053
shares
|
$375,672
0.03% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
8,000
shares
|
$373,200
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
7,520
shares
|
$350,808
0.04% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,507
shares
|
$350,201
0.06% of portfolio
|
Q3 2024
Added 70.34%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
7,504
shares
|
$350,061
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,367
shares
|
$343,670
0.04% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
7,362
shares
|
$343,437
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
7,126
shares
|
$332,427
0.19% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
7,097
shares
|
$331,075
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,022
shares
|
$327,576
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,992
shares
|
$326,176
0.0% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,925
shares
|
$323,051
0.03% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
6,805
shares
|
$317,453
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,590
shares
|
$307,423
0.13% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,538
shares
|
$304,997
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,535
shares
|
$304,857
0.05% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
6,300
shares
|
$293,895
0.02% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,297
shares
|
$293,755
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
6,291
shares
|
$293,475
0.05% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
6,263
shares
|
$292,168
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
6,189
shares
|
$288,716
0.01% of portfolio
|
Q2 2024
Reduced 34.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,189
shares
|
$288,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
6,086
shares
|
$283,911
0.02% of portfolio
|
Q4 2024
Reduced 5.57%
|