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 270 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,768,581
shares
|
$138 Million
0.21% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,571,664
shares
|
$78.3 Million
0.01% of portfolio
|
Q3 2024
Added 18.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,251,613
shares
|
$62.4 Million
0.02% of portfolio
|
Q3 2024
Added 22.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,046,151
shares
|
$52.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
935,552
shares
|
$46.6 Million
0.02% of portfolio
|
Q3 2024
Added 45.54%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
759,709
shares
|
$37.9 Million
10.52% of portfolio
|
Q3 2024
Added 38.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
701,329
shares
|
$35 Million
0.01% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
678,731
shares
|
$33.8 Million
0.08% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
617,725
shares
|
$30.8 Million
0.07% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
578,875
shares
|
$28.9 Million
5.11% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
468,637
shares
|
$23.4 Million
0.15% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
450,593
shares
|
$22.5 Million
0.02% of portfolio
|
Q3 2024
Added 82.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
378,429
shares
|
$18.9 Million
0.07% of portfolio
|
Q3 2024
Added 30.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,303
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Added 51.67%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
325,621
shares
|
$16.2 Million
0.21% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
306,620
shares
|
$15.3 Million
0.06% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
302,338
shares
|
$15.1 Million
3.83% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
291,755
shares
|
$14.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 57.27%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
283,418
shares
|
$14.1 Million
3.79% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
282,196
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2023
Added 3.86%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
277,493
shares
|
$13.8 Million
7.73% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
276,222
shares
|
$13.8 Million
8.21% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
272,247
shares
|
$13.6 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
255,002
shares
|
$12.7 Million
3.68% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
250,100
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Added 245.26%
|