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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$50.37
+0.05 (+0.10%)
(As of 12:36 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)
159
Total
Institutional Inflows
(last 12 months)
$320.75M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$34.89M
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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
11/4/2024Baker Avenue Asset Management LP4,043$205K0.0%N/A0.007%
11/4/2024Sigma Planning Corp23,515$1.19M0.0%-16.4%0.041%
11/1/2024Atria Investments Inc150,455$7.62M0.1%+5.6%0.261%
11/1/2024Primoris Wealth Advisors LLC39,159$1.98M1.4%-1.0%0.068%
11/1/2024Strategic 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%
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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%
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%
10/7/2024 Foresight Capital Management Advisors Inc.69,520$3.52M2.1%+4.8%0.120%
10/7/2024 Lakeridge Wealth Management LLC277,493$14.06M7.7%+3.6%0.481%
10/4/2024 HBW Advisory Services LLC47,222$2.39M0.3%+86.7%0.082%
10/2/2024 Dentgroup LLC127,599$6.46M4.8%N/A0.221%
9/23/2024 Greater Midwest Financial Group LLC272,119$13.17M5.7%+3.9%0.472%
9/5/2024Sanctuary Advisors LLC61,823$2.75M0.0%N/A0.107%
8/28/2024Kestra Investment Management LLC276,560$12.94M0.9%N/A0.479%
8/22/2024Cetera Investment Advisers543,198$25.41M0.1%+41.2%0.941%
8/21/2024Truist Financial Corp81,142$3.80M0.0%+0.7%0.141%
8/20/2024 Pathway Financial Advisers LLC45,687$2.13M0.8%+1.2%0.079%
8/19/2024EP Wealth Advisors LLC45,769$2.14M0.0%-1.1%0.079%
8/19/2024B. Riley Wealth Advisors Inc.27,638$1.29M0.0%+64.8%0.048%
8/16/2024NewEdge Advisors LLC49,184$2.30M0.0%+70.6%0.085%
8/16/2024Northwestern Mutual Wealth Management Co.247,198$11.56M0.0%+20.3%0.428%
8/16/2024Susquehanna International Group LLP72,438$3.39M0.0%-61.1%0.126%
8/16/2024Core Wealth Advisors Inc.12,676$593K0.2%+12.6%0.022%
8/14/2024Certified Advisory Corp22,993$1.08M0.1%+62.7%0.040%
8/13/2024AE Wealth Management LLC75,242$3.52M0.0%+6.3%0.130%
8/13/2024Godshalk Welsh Capital Management Inc.24,860$1.16M0.8%+10.6%0.043%
8/12/2024WCG Wealth Advisors LLC85,335$3.99M0.3%+3.4%0.148%
8/12/2024Zega Financial LLC4,407$206K0.0%N/A0.008%
8/12/2024Mercer Global Advisors Inc. ADV37,994$1.78M0.0%-4.3%0.066%
8/9/2024 DHK Financial Advisors Inc.7,000$327K0.2%N/A0.012%
8/9/2024Renaissance Technologies LLC28,000$1.31M0.0%-39.1%0.049%
8/9/2024Citizens Financial Group Inc. RI6,189$290K0.0%-34.9%0.011%
8/9/2024ICA Group Wealth Management LLC3,029$142K0.1%+105.5%0.005%
8/8/2024Envestnet Asset Management Inc.1,020,505$47.74M0.0%+35.7%1.769%
8/8/2024Thoroughbred Financial Services LLC53,751$2.51M0.2%+25.9%0.093%
8/8/2024Oppenheimer & Co. Inc.36,080$1.69M0.0%+55.0%0.063%
8/8/2024 Private Wealth Partners LLC22,800$1.07M0.1%-1.3%0.040%
8/7/2024Beam Wealth Advisors Inc.31,001$1.45M0.5%N/A0.054%
8/7/2024 Bright Futures Wealth Management LLC.57,737$2.75M1.3%+17.4%0.100%
8/5/2024 Private Advisor Group LLC67,264$3.15M0.0%+23.3%0.117%
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8/5/2024 Childress Capital Advisors LLC548,442$25.66M7.3%+0.2%0.951%
8/2/2024 Consolidated Planning Corp26,918$1.26M0.2%-7.5%0.047%
8/2/2024Larson Financial Group LLC4,264$199K0.0%+6,777.4%0.007%
8/2/2024Mascoma Wealth Management LLC302,013$14.13M3.7%+4.4%0.523%
8/2/2024 Octavia Wealth Advisors LLC23,732$1.11M0.2%+17.9%0.041%
8/1/2024 Valmark Advisers Inc.85,528$4.00M0.1%+6.4%0.148%
7/31/2024 Avaii Wealth Management LLC19,878$930K0.5%-18.1%0.034%
7/31/2024 Essex Financial Services Inc.63,273$2.96M0.1%+16.7%0.110%
7/31/2024Aptus Capital Advisors LLC5,156$241K0.0%+17.7%0.009%
7/31/2024Commonwealth Equity Services LLC2,480,597$116.04M0.2%+10.7%4.299%
(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, 212 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), Kestra Advisory Services LLC ($28.01M), Cetera Investment Advisers ($25.41M), and Allworth Financial LP ($23.74M).Learn more on FDVV's institutional investors.

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

Of the 197 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 ($1.91M), Envestnet Asset Management Inc. ($639.21K), Childress Capital Advisors LLC ($550.16K), McIlrath & Eck LLC ($397.06K), Cetera Investment Advisers ($378.79K), LPL Financial LLC ($343.58K), and Integrated Wealth Concepts LLC ($314.72K).

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

Institutional investors have bought a total of 10,773,755 shares in the last 24 months. This purchase volume represents approximately $457.08M in transactions.

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

Of the 78 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: Childress Capital Advisors LLC ($212.65K), Susquehanna International Group LLP ($113.70K), Osaic Holdings Inc. ($80.79K), Jane Street Group LLC ($78.01K), 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 1,221,725 shares in the last 24 months. This volume of shares sold represents approximately $51.74M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 11/4/2024 by MarketBeat.com Staff
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