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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
48,560
shares
|
$2.42 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
47,369
shares
|
$2.36 Million
1.21% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
47,222
shares
|
$2.35 Million
0.38% of portfolio
|
Q3 2024
Added 86.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
45,384
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
43,047
shares
|
$2.15 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
42,095
shares
|
$2.1 Million
0.85% of portfolio
|
Q3 2024
Added 525.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
41,589
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
41,563
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Added 135.1%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
40,710
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
39,505
shares
|
$1.97 Million
0.62% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,159
shares
|
$1.95 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
37,941
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2024
Added 407.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
37,134
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
36,785
shares
|
$1.83 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
36,767
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,432
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
35,845
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
34,728
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
32,607
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
32,028
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 43.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,263
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
30,209
shares
|
$1.51 Million
0.68% of portfolio
|
Q1 2024
Reduced 13.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,650
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
28,835
shares
|
$1.44 Million
0.94% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
28,756
shares
|
$1.43 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.24%
|