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 |
|---|---|---|---|---|---|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
10,107
shares
|
$503,328
0.44% of portfolio
|
Q1 2025
Reduced 49.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,029
shares
|
$499,444
0.02% of portfolio
|
Q4 2024
Reduced 26.61%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
10,025
shares
|
$499,245
0.14% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,797
shares
|
$487,890
0.01% of portfolio
|
Q1 2024
Added 4.46%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
9,592
shares
|
$477,681
0.0% of portfolio
|
Q1 2025
Reduced 67.12%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
9,575
shares
|
$476,835
0.29% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
9,518
shares
|
$473,996
0.02% of portfolio
|
Q1 2025
Added 3020.66%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,164
shares
|
$456,367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
9,100
shares
|
$453,180
0.16% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,821
shares
|
$439,285
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
8,780
shares
|
$437,244
0.35% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,706
shares
|
$433,558
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
8,658
shares
|
$431,168
0.09% of portfolio
|
Q1 2025
Added 53.24%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,636
shares
|
$430,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
8,349
shares
|
$415,780
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,197
shares
|
$408,210
0.02% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
8,154
shares
|
$406,069
0.04% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
8,053
shares
|
$401,039
0.03% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
7,726
shares
|
$384,754
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,507
shares
|
$373,848
0.06% of portfolio
|
Q3 2024
Added 70.34%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
7,504
shares
|
$373,699
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
7,433
shares
|
$370,163
0.03% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,400
shares
|
$368,520
0.02% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,367
shares
|
$366,876
0.04% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
7,362
shares
|
$366,627
0.1% of portfolio
|
Q1 2025
New holding
|