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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,029
shares
|
$158,780
0.09% of portfolio
|
Q2 2024
Added 105.5%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,878
shares
|
$150,864
0.04% of portfolio
|
Q1 2025
Added 46.61%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,826
shares
|
$148,138
0.03% of portfolio
|
Q1 2025
Reduced 53.4%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,580
shares
|
$135,243
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
2,351
shares
|
$123,239
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$104,840
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,000
shares
|
$104,840
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2,000
shares
|
$104,840
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,925
shares
|
$100,908
0.04% of portfolio
|
Q1 2025
Added 230.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,794
shares
|
$94,041
0.0% of portfolio
|
Q4 2021
Reduced 16.16%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,737
shares
|
$91,053
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,641
shares
|
$86,021
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,530
shares
|
$80,202
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,173
shares
|
$61,488
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,171
shares
|
$61,383
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,068
shares
|
$55,984
0.0% of portfolio
|
Q1 2025
Reduced 64.9%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
960
shares
|
$50,323
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
931
shares
|
$48,803
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
917
shares
|
$48,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
827
shares
|
$43,351
0.0% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
803
shares
|
$42,093
0.0% of portfolio
|
Q1 2025
Added 299.5%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
800
shares
|
$41,936
0.0% of portfolio
|
Q1 2022
Reduced 96.33%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
700
shares
|
$36,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
700
shares
|
$36,694
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
686
shares
|
$35,960
0.01% of portfolio
|
Q1 2025
New holding
|