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 |
|---|---|---|---|---|---|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
6,000
shares
|
$314,520
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
5,895
shares
|
$309,015
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
5,840
shares
|
$306,132
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
5,810
shares
|
$304,560
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
5,700
shares
|
$298,794
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
5,688
shares
|
$298,164
0.08% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
5,567
shares
|
$291,822
0.27% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
5,548
shares
|
$290,826
0.19% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,525
shares
|
$289,620
0.01% of portfolio
|
Q1 2025
Reduced 13.67%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
5,474
shares
|
$286,947
0.19% of portfolio
|
Q1 2025
Reduced 36.61%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,434
shares
|
$284,850
0.09% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
5,420
shares
|
$284,116
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
5,362
shares
|
$281,076
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
5,255
shares
|
$275,467
0.07% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
5,207
shares
|
$272,950
0.33% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
5,182
shares
|
$271,640
0.01% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
5,174
shares
|
$271,221
0.0% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
5,167
shares
|
$270,854
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,137
shares
|
$269,281
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,072
shares
|
$265,874
0.07% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,000
shares
|
$262,100
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
4,903
shares
|
$257,015
0.03% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,843
shares
|
$253,870
0.03% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
4,835
shares
|
$253,450
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
4,694
shares
|
$246,059
0.02% of portfolio
|
Q1 2024
New holding
|