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 |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
249
shares
|
$12,400
0.0% of portfolio
|
Q4 2023
Added 0.81%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
236
shares
|
$11,752
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
210
shares
|
$10,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
206
shares
|
$10,258
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
190
shares
|
$9,462
0.01% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
173
shares
|
$8,615
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
152
shares
|
$7,569
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
144
shares
|
$7,171
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
135
shares
|
$6,723
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
135
shares
|
$6,723
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
131
shares
|
$6,523
0.0% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
118
shares
|
$5,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
111
shares
|
$5,527
0.0% of portfolio
|
Q3 2024
Reduced 47.39%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$4,980
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$4,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
100
shares
|
$4,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
81
shares
|
$4,033
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
58
shares
|
$2,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
58
shares
|
$2,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
50
shares
|
$2,490
0.0% of portfolio
|
Q3 2024
Added 257.14%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
50
shares
|
$2,490
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
48
shares
|
$2,390
0.0% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18
shares
|
$896
0.0% of portfolio
|
Q1 2025
Reduced 98.85%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
12
shares
|
$597
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
12
shares
|
$597
0.0% of portfolio
|
Q1 2025
New holding
|