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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$52.18 +0.44 (+0.85%)
(As of 02:15 PM ET)
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Institutional Ownership Changes (13F Filings) for Fidelity High Dividend ETF (NYSEARCA:FDVV)

Number of
Institutional Buyers
(last 12 months)
171
Total
Institutional Inflows
(last 12 months)
$326.80M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$42.52M
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FDVV Institutional Buying and Selling by Quarter

Fidelity High Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Westside Investment Management Inc.14,262$722K0.2%+2.5%0.025%
11/19/2024 McIlrath & Eck LLC578,875$29.32M3.8%+14.8%1.003%
11/18/2024 Rehmann Capital Advisory Group6,677$338K0.0%-2.9%0.012%
11/18/2024 Sunbelt Securities Inc.16,951$859K0.1%+156.5%0.029%
11/15/2024 Valued Retirements Inc.55,579$2.82M3.9%N/A0.096%
11/15/2024 Y Intercept Hong Kong Ltd11,025$558K0.0%N/A0.019%
11/15/2024 Glass Jacobson Investment Advisors llc1,473$75K0.0%N/A0.003%
11/15/2024 MML Investors Services LLC306,620$15.53M0.1%+31.1%0.531%
11/15/2024 Zega Financial LLC7,507$380K0.1%+70.3%0.013%
11/15/2024 EP Wealth Advisors LLC41,589$2.11M0.0%-9.1%0.072%
11/15/2024 Jane Street Group LLC157,952$8M0.0%-47.1%0.274%
11/15/2024 Stifel Financial Corp174,391$8.83M0.0%-5.2%0.302%
11/15/2024 IHT Wealth Management LLC45,384$2.30M0.1%-1.5%0.079%
11/15/2024 Integrated Wealth Concepts LLC325,621$16.49M0.2%+6.8%0.564%
11/15/2024 Investmark Advisory Group LLC81,512$4.13M2.0%+2.2%0.141%
11/15/2024 HighTower Advisors LLC16,498$837K0.0%+29.9%0.029%
11/15/2024 Kestra Investment Management LLC272,247$13.79M0.6%-1.6%0.472%
11/14/2024 Captrust Financial Advisors206,416$10.46M0.0%-0.3%0.358%
11/13/2024 FMR LLC80,331$4.07M0.0%+4.7%0.139%
11/13/2024 D.A. Davidson & CO.77,227$3.91M0.0%+172.1%0.134%
11/12/2024 Centaurus Financial Inc.15,355$778K0.0%N/A0.027%
11/12/2024Larson Financial Group LLC5,560$282K0.0%+30.4%0.010%
11/12/2024 Kingsview Wealth Management LLC27,273$1.38M0.0%-65.5%0.047%
11/12/2024 Great Valley Advisor Group Inc.11,100$562K0.0%N/A0.019%
11/12/2024 Certified Advisory Corp27,598$1.40M0.2%+20.0%0.048%
11/12/2024 Nicolet Advisory Services LLC15,003$755K0.1%+8.7%0.026%
11/8/2024 Darwin Wealth Management LLC501$25K0.0%N/A0.001%
11/8/2024 Hilton Capital Management LLC9,065$459K0.0%+79.0%0.016%
11/8/2024 MWA Asset Management9,433$478K0.3%-21.4%0.016%
11/7/2024 Tranquility Partners LLC6,590$334K0.1%-4.4%0.011%
11/7/2024 MAI Capital Management48,710$2.47M0.0%+2.1%0.084%
11/7/2024 Thrivent Financial for Lutherans4,832$245K0.0%N/A0.008%
11/6/2024 BluePointe Capital Management LLC126,572$6.41M4.2%+5.4%0.219%
11/6/2024 Lifeworks Advisors LLC4,236$215K0.0%N/A0.007%
11/6/2024 Kovack Advisors Inc.200,738$10.17M1.1%+138.5%0.348%
11/6/2024 Oppenheimer & Co. Inc.65,240$3.30M0.1%+80.8%0.113%
11/5/2024 Prime Capital Investment Advisors LLC15,530$787K0.0%-16.1%0.027%
11/5/2024 Savvy Advisors Inc.12,995$658K0.1%+37.0%0.023%
11/5/2024 Mascoma Wealth Management LLC302,338$15.31M3.8%+0.1%0.524%
11/5/2024 Systelligence LLC283,418$14.36M3.6%N/A0.491%
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11/5/2024 Harbour Investments Inc.37,941$1.92M0.1%+407.8%0.066%
11/5/2024 Nations Financial Group Inc. IA ADV5,370$272K0.0%+5.1%0.009%
11/4/2024 Beam Wealth Advisors Inc.28,756$1.46M0.4%-7.2%0.050%
11/4/2024 Baker Avenue Asset Management LP4,043$205K0.0%N/A0.007%
11/4/2024 Sigma Planning Corp23,515$1.19M0.0%-16.4%0.041%
11/1/2024 Atria Investments Inc150,455$7.62M0.1%+5.6%0.261%
11/1/2024 Primoris Wealth Advisors LLC39,159$1.98M1.4%-1.0%0.068%
11/1/2024 Strategic Family Wealth Counselors L.L.C.4,149$210K0.1%N/A0.007%
10/31/2024 Consolidated Planning Corp24,133$1.22M0.2%-10.3%0.042%
10/31/2024 Financial Services Advisory Inc73,038$3.70M0.9%N/A0.127%
10/31/2024 Concurrent Investment Advisors LLC41,563$2.11M0.1%+135.1%0.072%
10/30/2024 Milestone Investment Advisors LLC255,002$12.92M3.6%+13.0%0.442%
10/30/2024 Crescent Grove Advisors LLC7,367$373K0.0%-16.2%0.013%
10/29/2024 Janney Montgomery Scott LLC32,028$1.62M0.0%+43.7%0.056%
10/28/2024 Gladstone Institutional Advisory LLC43,047$2.18M0.1%-5.7%0.075%
10/28/2024 Principal Securities Inc.48,560$2.46M0.1%-20.4%0.084%
10/28/2024 Stephens Inc. AR72,021$3.65M0.1%+15.5%0.125%
10/25/2024 Pathway Financial Advisers LLC49,191$2.49M0.0%+7.7%0.085%
10/25/2024 Childress Capital Advisors LLC759,709$38.48M10.4%+38.5%1.317%
10/25/2024 Valmark Advisers Inc.74,203$3.76M0.1%-13.2%0.129%
10/25/2024 MONECO Advisors LLC6,170$313K0.0%N/A0.011%
10/25/2024 Barry Investment Advisors LLC39,505$2.00M0.6%+4.2%0.068%
10/24/2024 Marmo Financial Group LLC102,688$5.20M2.8%+19.4%0.178%
10/24/2024 Ellis Investment Partners LLC4,130$209K0.0%N/A0.007%
10/24/2024 Valley National Advisers Inc.4,633$233K0.0%+58.6%0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC76,448$3.87M0.0%+45.3%0.132%
10/24/2024 Pathway Financial Advisers LLC49,191$2.49M0.0%+7.7%0.085%
10/24/2024 Arkadios Wealth Advisors90,102$4.56M0.3%+19.5%0.156%
10/23/2024 Allworth Financial LP468,637$23.74M0.1%+5.3%0.812%
10/23/2024 Mayfair Advisory Group LLC16,741$846K0.5%+126.3%0.029%
10/23/2024 Element Wealth LLC11,708$593K0.3%-5.8%0.020%
10/23/2024 Schmidt P J Investment Management Inc.19,522$989K0.2%+49.8%0.034%
10/23/2024 Onyx Financial Advisors LLC16,496$836K0.5%N/A0.029%
10/22/2024 Private Advisor Group LLC84,878$4.30M0.0%+26.2%0.147%
10/22/2024 FSC Wealth Advisors LLC11,943$605K0.4%+4.2%0.021%
10/22/2024 Sequoia Financial Advisors LLC14,703$745K0.0%-13.0%0.025%
10/21/2024 Sweeney & Michel LLC17,974$930K0.4%-13.0%0.031%
10/21/2024 Calton & Associates Inc.42,095$2.13M0.8%+87.9%0.073%
10/19/2024Compass Ion Advisors LLC4,440$225K0.0%N/A0.008%
10/19/2024Powers Advisory Group LLC15,777$799K0.4%+26.8%0.027%
10/18/2024Commonwealth Equity Services LLC2,768,581$140.23M0.2%+11.6%4.798%
10/18/2024Raymond James & Associates116,653$5.91M0.0%+223.6%0.202%
10/18/2024Accurate Wealth Management LLC13,383$684K0.1%-3.5%0.023%
10/18/2024Precedent Wealth Partners LLC9,762$494K0.2%+89.0%0.017%
10/17/2024RFG Advisory LLC138,225$7.00M0.2%+19.6%0.240%
10/17/2024 TruWealth Advisors LLC12,151$615K0.0%+28.7%0.021%
10/16/2024 Global Retirement Partners LLC14,316$725K0.0%+79.2%0.025%
10/16/2024 Avaii Wealth Management LLC14,023$710K0.4%-29.5%0.024%
10/16/2024 Greater Midwest Financial Group LLC276,222$13.99M8.2%+1.5%0.479%
10/16/2024 Cornerstone Wealth Management LLC4,883$247K0.0%-7.6%0.008%
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10/15/2024 NBC Securities Inc.7,728$391K0.0%-5.5%0.013%
10/10/2024 McGlone Suttner Wealth Management Inc.87,811$4.45M0.9%-19.7%0.152%
10/10/2024 Ballew Advisors Inc27,642$1.40M0.9%+65.2%0.048%
10/10/2024 Concourse Financial Group Securities Inc.34,728$1.76M0.1%+14.6%0.060%
10/10/2024 Retirement Planning Group LLC212,826$10.78M0.6%+12.2%0.369%
10/10/2024 Brown Miller Wealth Management LLC9,400$476K0.2%N/A0.016%
10/10/2024 Code Waechter LLC21,958$1.11M1.1%N/A0.038%
10/10/2024 Octavia Wealth Advisors LLC23,954$1.21M0.1%+0.9%0.042%
10/9/2024 LongView Wealth Management13,176$667K0.2%+8.5%0.023%
10/8/2024 WealthCare Investment Partners LLC10,229$514K0.2%+8.6%0.018%
(Data available from 1/1/2016 forward)

FDVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDVV shares?

During the previous two years, 226 institutional investors and hedge funds held shares of Fidelity High Dividend ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($140.23M), Osaic Holdings Inc. ($52.74M), Envestnet Asset Management Inc. ($47.74M), Childress Capital Advisors LLC ($38.48M), McIlrath & Eck LLC ($29.32M), Kestra Advisory Services LLC ($28.01M), and Cetera Investment Advisers ($25.41M).Learn more on FDVV's institutional investors.

Which institutional investors have been buying Fidelity High Dividend ETF stock?

Of the 209 institutional investors that purchased Fidelity High Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($1.78M), Envestnet Asset Management Inc. ($597.41K), McIlrath & Eck LLC ($471.79K), Cetera Investment Advisers ($378.79K), LPL Financial LLC ($343.58K), Integrated Wealth Concepts LLC ($335.55K), and Childress Capital Advisors LLC ($327.75K).

How much institutional buying is happening at Fidelity High Dividend ETF?

Institutional investors have bought a total of 11,100,367 shares in the last 24 months. This purchase volume represents approximately $482.44M in transactions.

Which Fidelity High Dividend ETF major shareholders have been selling company stock?

Of the 84 institutional investors that sold Fidelity High Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($218.81K), Childress Capital Advisors LLC ($212.65K), Susquehanna International Group LLP ($113.70K), Osaic Holdings Inc. ($80.79K), LVZ Inc. ($55.35K), Kestra Advisory Services LLC ($54.46K), and Slagle Financial LLC ($53.99K).

How much institutional selling is happening at Fidelity High Dividend ETF?

Institutional investors have sold a total of 1,427,786 shares in the last 24 months. This volume of shares sold represents approximately $62.43M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 11/21/2024 by MarketBeat.com Staff
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