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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
82,904
shares
|
$4.13 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
81,664
shares
|
$4.07 Million
0.31% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
81,537
shares
|
$4.06 Million
5.32% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
81,259
shares
|
$4.05 Million
0.04% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
81,206
shares
|
$4.04 Million
0.01% of portfolio
|
Q1 2025
Added 135.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
80,617
shares
|
$4.01 Million
0.06% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
78,644
shares
|
$3.92 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
76,105
shares
|
$3.79 Million
0.28% of portfolio
|
Q1 2025
Added 17.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
75,332
shares
|
$3.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
73,016
shares
|
$3.64 Million
1.37% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
72,138
shares
|
$3.59 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
70,436
shares
|
$3.51 Million
2.19% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
67,987
shares
|
$3.39 Million
0.05% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
65,821
shares
|
$3.28 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
62,010
shares
|
$3.09 Million
2.27% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
57,554
shares
|
$2.87 Million
0.15% of portfolio
|
Q1 2025
Added 200.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
55,184
shares
|
$2.75 Million
0.03% of portfolio
|
Q1 2025
Added 15.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
51,818
shares
|
$2.58 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
50,796
shares
|
$2.53 Million
2.8% of portfolio
|
Q1 2025
Added 74.78%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
50,655
shares
|
$2.52 Million
0.65% of portfolio
|
Q1 2025
Reduced 83.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
50,631
shares
|
$2.52 Million
0.06% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
49,805
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
49,292
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
48,883
shares
|
$2.43 Million
0.84% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
48,645
shares
|
$2.42 Million
0.16% of portfolio
|
Q1 2025
New holding
|