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 366 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,507
shares
|
$393,516
0.06% of portfolio
|
Q3 2024
Added 70.34%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
7,504
shares
|
$393,359
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
7,433
shares
|
$389,637
0.03% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,400
shares
|
$387,908
0.02% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,367
shares
|
$386,178
0.04% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
7,362
shares
|
$385,916
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,197
shares
|
$377,266
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
7,183
shares
|
$376,532
0.06% of portfolio
|
Q1 2025
Added 31.32%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
7,126
shares
|
$373,544
0.19% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
7,097
shares
|
$372,024
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
7,062
shares
|
$370,190
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
6,972
shares
|
$365,472
0.0% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
6,876
shares
|
$360,439
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
6,805
shares
|
$356,718
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,765
shares
|
$354,621
0.0% of portfolio
|
Q1 2025
Added 27.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,625
shares
|
$347,282
0.03% of portfolio
|
Q2 2025
Added 42.11%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
6,590
shares
|
$345,447
0.13% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,538
shares
|
$342,721
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
6,330
shares
|
$331,818
0.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
6,309
shares
|
$330,717
0.02% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,300
shares
|
$330,246
0.02% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,297
shares
|
$330,088
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,225
shares
|
$326,314
0.13% of portfolio
|
Q1 2025
Added 19.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,102
shares
|
$319,866
0.02% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,100
shares
|
$319,762
0.0% of portfolio
|
Q1 2025
Reduced 81.98%
|