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 |
|---|---|---|---|---|---|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
32,025
shares
|
$1.59 Million
1.06% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
31,086
shares
|
$1.55 Million
0.14% of portfolio
|
Q1 2025
Added 27.04%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
30,734
shares
|
$1.53 Million
0.53% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
30,209
shares
|
$1.5 Million
0.68% of portfolio
|
Q1 2024
Reduced 13.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
30,183
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
29,017
shares
|
$1.45 Million
0.95% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
27,415
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2025
Added 18.55%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
26,921
shares
|
$1.34 Million
0.45% of portfolio
|
Q1 2024
Added 15.33%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
26,220
shares
|
$1.31 Million
0.36% of portfolio
|
Q1 2025
Added 145.9%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
26,105
shares
|
$1.3 Million
1.17% of portfolio
|
Q1 2025
Reduced 42.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
25,891
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 318.34%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
24,999
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 203.28%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,979
shares
|
$1.24 Million
0.48% of portfolio
|
Q1 2023
Reduced 1.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
24,811
shares
|
$1.24 Million
0.15% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
24,753
shares
|
$1.23 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
24,421
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
24,364
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Added 65.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
24,008
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
23,271
shares
|
$1.16 Million
0.55% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
23,175
shares
|
$1.15 Million
0.3% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
23,114
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
23,052
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
22,832
shares
|
$1.14 Million
0.21% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
22,800
shares
|
$1.14 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
22,766
shares
|
$1.13 Million
0.29% of portfolio
|
Q1 2025
Added 44.6%
|