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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
46,752
shares
|
$2.33 Million
0.1% of portfolio
|
Q1 2025
Added 769.64%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
45,170
shares
|
$2.25 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
44,735
shares
|
$2.23 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
44,283
shares
|
$2.21 Million
0.09% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
43,818
shares
|
$2.18 Million
0.05% of portfolio
|
Q1 2025
Added 32.91%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
43,778
shares
|
$2.18 Million
0.13% of portfolio
|
Q1 2025
Added 132.52%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
42,944
shares
|
$2.14 Million
0.26% of portfolio
|
Q1 2025
Reduced 45.76%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
42,847
shares
|
$2.13 Million
5.08% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
42,676
shares
|
$2.13 Million
0.05% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
41,795
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
41,339
shares
|
$2.06 Million
0.56% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
41,049
shares
|
$2.04 Million
0.17% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
40,931
shares
|
$2.04 Million
0.32% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
40,894
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 80.17%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
40,411
shares
|
$2.01 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
40,105
shares
|
$2 Million
0.09% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
39,536
shares
|
$1.97 Million
0.06% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
39,387
shares
|
$1.96 Million
1.64% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
39,307
shares
|
$1.96 Million
1.15% of portfolio
|
Q1 2025
Added 260.93%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
38,645
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
35,960
shares
|
$1.79 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35,309
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Added 146.64%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
34,398
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
34,100
shares
|
$1.7 Million
0.19% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
33,629
shares
|
$1.67 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.77%
|