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 |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
27,642
shares
|
$1.38 Million
0.96% of portfolio
|
Q3 2024
Added 65.2%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
27,598
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
27,273
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 65.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
26,921
shares
|
$1.34 Million
0.45% of portfolio
|
Q1 2024
Added 15.33%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
26,183
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,979
shares
|
$1.25 Million
0.48% of portfolio
|
Q1 2023
Reduced 1.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
24,530
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
24,133
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
23,954
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
23,515
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
22,800
shares
|
$1.14 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
22,597
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
21,958
shares
|
$1.09 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
21,052
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,100
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
19,522
shares
|
$973,171
0.17% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
18,263
shares
|
$910,410
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
17,974
shares
|
$896,003
0.37% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
17,935
shares
|
$894,059
0.04% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
17,202
shares
|
$857,519
0.58% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
16,951
shares
|
$845,007
0.09% of portfolio
|
Q3 2024
Added 156.52%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
16,855
shares
|
$840,221
0.11% of portfolio
|
Q3 2024
Reduced 17.54%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
16,741
shares
|
$834,538
0.55% of portfolio
|
Q3 2024
Added 126.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,498
shares
|
$822,425
0.0% of portfolio
|
Q3 2024
Added 29.94%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 22, 2024 Q3 2024 |
16,496
shares
|
$822,325
0.46% of portfolio
|
Q3 2024
New holding
|