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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
525
shares
|
$27,520
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
511
shares
|
$26,786
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
501
shares
|
$26,262
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
500
shares
|
$26,210
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
422
shares
|
$22,121
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
409
shares
|
$21,439
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
400
shares
|
$20,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
262
shares
|
$13,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
249
shares
|
$13,052
0.0% of portfolio
|
Q4 2023
Added 0.81%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
236
shares
|
$12,371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
210
shares
|
$11,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
206
shares
|
$10,798
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
190
shares
|
$9,959
0.01% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
173
shares
|
$9,068
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
152
shares
|
$7,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
144
shares
|
$7,548
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
135
shares
|
$7,076
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
135
shares
|
$7,076
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
131
shares
|
$6,867
0.0% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
118
shares
|
$6,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
111
shares
|
$5,818
0.0% of portfolio
|
Q3 2024
Reduced 47.39%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$5,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$5,242
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
81
shares
|
$4,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
58
shares
|
$3,040
0.0% of portfolio
|
Q1 2025
New holding
|