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 358 institutions that hold shares in the stock, with a total of 38 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,438,466
shares
|
$171 Million
0.24% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,203,280
shares
|
$110 Million
0.01% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,200,888
shares
|
$110 Million
0.04% of portfolio
|
Q1 2025
Added 19.71%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,827,617
shares
|
$91 Million
5.94% of portfolio
|
Q1 2025
Added 595.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,492,379
shares
|
$74.3 Million
0.01% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,361,393
shares
|
$67.8 Million
0.02% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,160,276
shares
|
$57.8 Million
0.14% of portfolio
|
Q1 2025
Added 78.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,008,979
shares
|
$50.2 Million
0.01% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
962,711
shares
|
$47.9 Million
0.0% of portfolio
|
Q1 2025
Added 145.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
904,306
shares
|
$45 Million
0.02% of portfolio
|
Q1 2025
Added 62.55%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
854,023
shares
|
$42.5 Million
12.61% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
808,542
shares
|
$40.3 Million
0.08% of portfolio
|
Q1 2025
Added 28.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
713,054
shares
|
$35.5 Million
0.03% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
680,649
shares
|
$33.9 Million
5.67% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
666,296
shares
|
$33.2 Million
0.11% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
591,064
shares
|
$29.4 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
590,905
shares
|
$29.4 Million
0.01% of portfolio
|
Q1 2025
Added 27.46%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
537,319
shares
|
$26.8 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
522,775
shares
|
$26 Million
0.15% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
433,020
shares
|
$21.6 Million
0.13% of portfolio
|
Q1 2025
Added 49.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
426,216
shares
|
$21.2 Million
0.26% of portfolio
|
Q1 2025
Added 3068.66%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
407,765
shares
|
$20.3 Million
3.84% of portfolio
|
Q1 2025
Added 273.95%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
390,411
shares
|
$19.4 Million
3.74% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
383,809
shares
|
$19.1 Million
0.24% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
371,094
shares
|
$18.5 Million
0.09% of portfolio
|
Q1 2025
Added 4.42%
|