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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,737
shares
|
$86,502
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,641
shares
|
$81,721
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,530
shares
|
$76,194
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
1,173
shares
|
$58,415
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,171
shares
|
$58,315
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,068
shares
|
$53,186
0.0% of portfolio
|
Q1 2025
Reduced 64.9%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
960
shares
|
$47,808
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
931
shares
|
$46,363
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
917
shares
|
$45,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
827
shares
|
$41,184
0.0% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
803
shares
|
$39,989
0.0% of portfolio
|
Q1 2025
Added 299.5%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
800
shares
|
$39,840
0.0% of portfolio
|
Q1 2022
Reduced 96.33%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
700
shares
|
$34,860
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
686
shares
|
$34,162
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
656
shares
|
$32,668
0.0% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
560
shares
|
$27,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
560
shares
|
$27,888
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
525
shares
|
$26,145
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
511
shares
|
$25,447
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
501
shares
|
$24,949
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
500
shares
|
$24,900
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
422
shares
|
$21,015
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
409
shares
|
$20,368
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
400
shares
|
$19,920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
262
shares
|
$13,047
0.0% of portfolio
|
Q1 2025
New holding
|