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 |
---|---|---|---|---|---|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
22,752
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Added 64.32%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,699
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
22,464
shares
|
$1.12 Million
0.24% of portfolio
|
Q1 2025
Added 21.01%
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
21,958
shares
|
$1.09 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
21,148
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 0.21%
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
19,894
shares
|
$990,721
0.03% of portfolio
|
Q1 2025
New holding
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
19,492
shares
|
$970,701
0.33% of portfolio
|
Q1 2025
Added 20.46%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
19,141
shares
|
$953,221
0.57% of portfolio
|
Q1 2025
Added 14.34%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
18,573
shares
|
$924,935
0.62% of portfolio
|
Q1 2025
Added 6.37%
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
18,418
shares
|
$917,216
0.09% of portfolio
|
Q1 2025
Added 5.72%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
17,974
shares
|
$895,105
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
17,814
shares
|
$887,137
0.02% of portfolio
|
Q1 2025
Added 273.77%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
17,761
shares
|
$884,497
0.09% of portfolio
|
Q1 2025
Added 4.89%
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
17,509
shares
|
$871,948
0.26% of portfolio
|
Q1 2025
Added 32.34%
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
17,346
shares
|
$863,830
0.33% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,112
shares
|
$852,177
0.05% of portfolio
|
Q1 2025
Added 12.94%
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
17,033
shares
|
$848,243
0.13% of portfolio
|
Q1 2025
Added 0.79%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
16,874
shares
|
$840,325
0.04% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
16,698
shares
|
$831,560
0.4% of portfolio
|
Q1 2025
New holding
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
16,524
shares
|
$822,895
0.43% of portfolio
|
Q1 2025
Added 0.17%
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,380
shares
|
$815,724
0.01% of portfolio
|
Q1 2025
Added 4.55%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
16,167
shares
|
$805,116
0.01% of portfolio
|
Q1 2025
Added 17.84%
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
16,085
shares
|
$801,033
0.05% of portfolio
|
Q1 2025
Added 14.09%
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
16,000
shares
|
$796,800
0.95% of portfolio
|
Q4 2024
New holding
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
15,873
shares
|
$790,475
0.04% of portfolio
|
Q1 2025
Added 284.24%
|