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 |
---|---|---|---|---|---|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
4,407
shares
|
$219,468
0.03% of portfolio
|
Q4 2024
New holding
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
4,407
shares
|
$219,468
0.04% of portfolio
|
Q2 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,352
shares
|
$216,729
0.0% of portfolio
|
Q1 2025
Added 3.27%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
4,306
shares
|
$214,438
0.07% of portfolio
|
Q1 2025
Added 28.04%
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
4,262
shares
|
$212,247
0.14% of portfolio
|
Q1 2025
Added 0.76%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
4,223
shares
|
$210,305
0.07% of portfolio
|
Q1 2025
Added 0.84%
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,155
shares
|
$206,919
0.04% of portfolio
|
Q1 2025
New holding
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
4,150
shares
|
$206,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
4,097
shares
|
$204,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
4,073
shares
|
$202,835
0.01% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,053
shares
|
$201,839
0.06% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,047
shares
|
$201,540
0.03% of portfolio
|
Q1 2025
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,841
shares
|
$191,281
0.02% of portfolio
|
Q1 2025
Added 0.34%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,654
shares
|
$181,969
0.0% of portfolio
|
Q4 2024
Reduced 39.41%
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3,100
shares
|
$154,380
0.08% of portfolio
|
Q1 2025
Added 13.76%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,029
shares
|
$150,844
0.09% of portfolio
|
Q2 2024
Added 105.5%
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,878
shares
|
$143,324
0.04% of portfolio
|
Q1 2025
Added 46.61%
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,826
shares
|
$140,734
0.03% of portfolio
|
Q1 2025
Reduced 53.4%
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,580
shares
|
$128,483
0.03% of portfolio
|
Q4 2024
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
2,351
shares
|
$117,079
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,000
shares
|
$99,600
0.02% of portfolio
|
Q4 2024
New holding
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2,000
shares
|
$99,600
0.11% of portfolio
|
Q4 2024
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$99,600
0.12% of portfolio
|
Q1 2025
New holding
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,925
shares
|
$95,865
0.04% of portfolio
|
Q1 2025
Added 230.19%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,794
shares
|
$89,341
0.0% of portfolio
|
Q4 2021
Reduced 16.16%
|