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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
16,310
shares
|
$813,053
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
15,848
shares
|
$790,022
0.04% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
15,777
shares
|
$786,483
0.4% of portfolio
|
Q3 2024
Added 26.77%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
15,530
shares
|
$774,170
0.01% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
15,355
shares
|
$765,446
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
15,133
shares
|
$754,380
0.04% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
15,129
shares
|
$754,180
0.21% of portfolio
|
Q2 2024
Reduced 11.68%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
15,003
shares
|
$747,899
0.07% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,939
shares
|
$744,709
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,703
shares
|
$732,944
0.01% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
14,654
shares
|
$730,501
0.24% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,316
shares
|
$713,652
0.02% of portfolio
|
Q3 2024
Added 79.17%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
14,262
shares
|
$710,960
0.15% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
14,210
shares
|
$708,368
0.05% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
14,023
shares
|
$699,046
0.4% of portfolio
|
Q3 2024
Reduced 29.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,665
shares
|
$681,200
0.02% of portfolio
|
Q3 2024
Reduced 50.56%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
13,383
shares
|
$667,142
0.15% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
13,176
shares
|
$656,823
0.21% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
12,995
shares
|
$647,800
0.13% of portfolio
|
Q3 2024
Added 36.98%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
12,635
shares
|
$629,854
0.04% of portfolio
|
Q3 2024
Added 37.11%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
12,421
shares
|
$619,186
0.18% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,151
shares
|
$605,727
0.04% of portfolio
|
Q3 2024
Added 28.65%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
12,075
shares
|
$601,938
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,943
shares
|
$595,358
0.44% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
11,914
shares
|
$593,912
0.04% of portfolio
|
Q3 2024
Added 0.51%
|