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 270 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
246,157
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Added 27.07%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
224,373
shares
|
$11.2 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
224,195
shares
|
$11.2 Million
0.08% of portfolio
|
Q3 2024
Added 24.98%
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
212,826
shares
|
$10.6 Million
0.68% of portfolio
|
Q3 2024
Added 12.18%
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
206,416
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
201,266
shares
|
$10 Million
0.33% of portfolio
|
Q3 2024
Added 45.17%
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
200,738
shares
|
$10 Million
1.11% of portfolio
|
Q3 2024
Added 138.46%
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
174,391
shares
|
$8.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
169,573
shares
|
$8.47 Million
6.88% of portfolio
|
Q4 2024
Added 32.9%
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
157,952
shares
|
$7.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.13%
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
157,024
shares
|
$7.84 Million
0.01% of portfolio
|
Q3 2024
Added 51.61%
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
150,455
shares
|
$7.51 Million
0.1% of portfolio
|
Q3 2024
Added 5.59%
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
138,938
shares
|
$6.94 Million
0.19% of portfolio
|
Q3 2024
Added 0.6%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
138,225
shares
|
$6.9 Million
0.22% of portfolio
|
Q3 2024
Added 19.57%
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
126,572
shares
|
$6.32 Million
4.15% of portfolio
|
Q3 2024
Added 5.37%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
119,833
shares
|
$5.98 Million
0.23% of portfolio
|
Q2 2024
Added 61.69%
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
119,717
shares
|
$5.98 Million
1.22% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,653
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2024
Added 223.6%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
114,547
shares
|
$5.72 Million
1.24% of portfolio
|
Q3 2024
Added 5.29%
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
112,135
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2024
Added 38.2%
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
111,935
shares
|
$5.59 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
102,688
shares
|
$5.13 Million
2.77% of portfolio
|
Q3 2024
Added 19.44%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
102,571
shares
|
$5.12 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
98,850
shares
|
$4.93 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
96,385
shares
|
$4.81 Million
0.09% of portfolio
|
Q3 2024
Added 26.02%
|