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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
92,133
shares
|
$4.59 Million
0.1% of portfolio
|
Q2 2024
Added 12.03%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
90,102
shares
|
$4.49 Million
0.28% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
87,811
shares
|
$4.38 Million
0.92% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
85,709
shares
|
$4.27 Million
0.29% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
85,661
shares
|
$4.27 Million
1.93% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
84,878
shares
|
$4.23 Million
0.03% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
84,228
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
81,800
shares
|
$4.08 Million
0.59% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
81,512
shares
|
$4.06 Million
2.05% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
78,645
shares
|
$3.92 Million
0.04% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
77,227
shares
|
$3.85 Million
0.03% of portfolio
|
Q3 2024
Added 172.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
76,448
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2024
Added 45.25%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
74,209
shares
|
$3.7 Million
0.28% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
74,203
shares
|
$3.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
73,730
shares
|
$3.68 Million
0.02% of portfolio
|
Q3 2024
Added 49.91%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
73,038
shares
|
$3.64 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
72,021
shares
|
$3.59 Million
0.05% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
69,520
shares
|
$3.47 Million
2.13% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
68,614
shares
|
$3.42 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
67,052
shares
|
$3.34 Million
0.22% of portfolio
|
Q3 2024
Added 24.75%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
65,240
shares
|
$3.25 Million
0.05% of portfolio
|
Q3 2024
Added 80.82%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
57,538
shares
|
$2.87 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
55,579
shares
|
$2.77 Million
3.88% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
49,191
shares
|
$2.45 Million
1.27% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
48,710
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
Added 2.14%
|