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 289 institutions that hold shares in the stock, with a total of 24 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,170
shares
|
$313,621
0.04% of portfolio
|
Q3 2024
New holding
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
6,064
shares
|
$308,233
0.09% of portfolio
|
Q4 2024
New holding
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,031
shares
|
$306,555
0.0% of portfolio
|
Q3 2024
Added 88.94%
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,923
shares
|
$301,066
0.2% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
5,922
shares
|
$301,015
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
5,898
shares
|
$299,795
0.1% of portfolio
|
Q4 2024
Added 1.95%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,872
shares
|
$298,473
0.02% of portfolio
|
Q4 2024
Added 9.35%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,843
shares
|
$296,999
0.09% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
5,840
shares
|
$296,847
0.17% of portfolio
|
Q4 2023
New holding
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
5,700
shares
|
$289,731
0.15% of portfolio
|
Q4 2023
New holding
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5,560
shares
|
$282,614
0.02% of portfolio
|
Q3 2024
Added 30.39%
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,470
shares
|
$278,040
0.05% of portfolio
|
Q4 2024
Added 18.07%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
5,426
shares
|
$275,803
0.01% of portfolio
|
Q3 2024
New holding
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
5,421
shares
|
$275,549
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,281
shares
|
$268,433
0.05% of portfolio
|
Q4 2024
Added 27.87%
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,228
shares
|
$265,739
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,000
shares
|
$254,150
0.14% of portfolio
|
Q4 2023
New holding
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,968
shares
|
$252,523
0.12% of portfolio
|
Q4 2024
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,832
shares
|
$245,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,792
shares
|
$243,577
0.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,766
shares
|
$242,255
0.0% of portfolio
|
Q4 2024
New holding
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
4,703
shares
|
$239,053
0.1% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
4,694
shares
|
$238,596
0.02% of portfolio
|
Q1 2024
New holding
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,637
shares
|
$235,698
0.05% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
4,610
shares
|
$234,326
0.11% of portfolio
|
Q4 2024
New holding
|