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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$49.88 -0.15 (-0.30%)
Closing price 03/26/2025 04:10 PM Eastern
Extended Trading
$50.00 +0.12 (+0.24%)
As of 03/26/2025 07:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Fidelity High Dividend ETF (NYSEARCA:FDVV)

Number of
Institutional Buyers
(last 12 months)
232
Total
Institutional Inflows
(last 12 months)
$630.03M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$59.50M
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FDVV Institutional Buying and Selling by Quarter

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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
3/24/2025Fulcrum Equity Management4,473$223K0.2%N/A0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC87,391$4.36M0.0%+14.3%0.092%
2/26/2025 Lakeshore Capital Group Inc.5,558$278K0.4%N/A0.010%
2/25/2025 B. Riley Wealth Advisors Inc.10,029$501K0.0%-26.6%0.017%
2/25/2025 Integrated Advisors Network LLC19,169$957K0.0%+6.9%0.033%
2/24/2025 Ameriflex Group Inc.5,205$263K0.1%N/A0.009%
2/19/2025 WCG Wealth Advisors LLC88,971$4.44M0.3%+3.8%0.154%
2/18/2025 GTS Securities LLC5,376$268K0.0%-35.5%0.009%
2/18/2025 Retirement Planning Group LLC262,844$13.13M0.7%+23.5%0.456%
2/18/2025 Investmark Advisory Group LLC84,675$4.23M2.1%+3.9%0.147%
2/18/2025 McIlrath & Eck LLC615,628$30.74M3.9%+6.3%1.067%
2/18/2025 Novem Group4,847$242K0.0%N/A0.008%
2/18/2025 Glen Eagle Advisors LLC2,000$100K0.0%N/A0.003%
2/17/2025 Waverly Advisors LLC17,378$868K0.0%+220.3%0.030%
2/17/2025 Investor s Fiduciary Advisor Network LLC10,069$502K0.2%N/A0.017%
2/17/2025 Focus Partners Wealth6,230$311K0.0%N/A0.011%
2/17/2025 EP Wealth Advisors LLC39,766$1.99M0.0%-4.4%0.069%
2/17/2025 CoreCap Advisors LLC22,757$1.14M0.1%+96.1%0.039%
2/17/2025 Cambridge Investment Research Advisors Inc.595,039$29.72M0.1%+57.2%1.031%
2/17/2025 Cetera Investment Advisers629,435$31.43M0.1%+1.9%1.091%
2/17/2025 Captrust Financial Advisors208,395$10.41M0.0%+1.0%0.361%
2/17/2025 Baker Avenue Asset Management LP4,528$226K0.0%+12.0%0.008%
2/17/2025 Bank of America Corp DE1,240,933$61.97M0.0%+18.6%2.151%
2/14/2025 Gallagher Fiduciary Advisors LLC121,090$6.05M1.2%+5.7%0.210%
2/14/2025 Mercer Global Advisors Inc. ADV32,067$1.60M0.0%-13.6%0.056%
2/14/2025 Keel Point LLC6,925$346K0.0%+56.0%0.012%
2/14/2025 Jane Street Group LLC373,367$18.65M0.0%+136.4%0.647%
2/14/2025 Widmann Financial Services Inc.10,580$528K0.4%+3.0%0.018%
2/14/2025 Wise Wealth Partners46,751$2.34M5.8%N/A0.081%
2/14/2025 Rehmann Capital Advisory Group5,692$284K0.0%-14.8%0.010%
2/14/2025 Comerica Bank3,654$182K0.0%-39.4%0.006%
2/14/2025 Lido Advisors LLC25,290$1.26M0.0%-3.4%0.044%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.79,255$3.96M2.7%N/A0.137%
2/14/2025 Betterment LLC8,703$435K0.0%+31.6%0.015%
2/14/2025 Capital Analysts LLC3,043$151K0.0%+253.4%0.005%
2/14/2025 Core Wealth Advisors Inc.16,181$808K0.3%+10.4%0.028%
2/14/2025 Integrated Wealth Concepts LLC357,180$17.84M0.2%+9.7%0.619%
2/14/2025 Susquehanna International Group LLP463,604$23.15M0.0%+85.4%0.803%
2/14/2025 Stifel Financial Corp243,053$12.14M0.0%+39.4%0.421%
2/14/2025 Optivise Advisory Services LLC34,137$1.71M0.9%N/A0.059%
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2/14/2025 Landing Point Financial Group LLC341,793$17.59M13.5%N/A0.592%
2/14/2025 MML Investors Services LLC379,337$18.94M0.1%+23.7%0.657%
2/14/2025 Carbahal Olsen Financial Services Group LLC121,153$6.05M5.6%N/A0.210%
2/14/2025 Concourse Financial Group Securities Inc.41,042$2.10M0.1%+18.2%0.071%
2/13/2025 NewEdge Advisors LLC87,719$4.38M0.0%+19.0%0.152%
2/13/2025 LaSalle St. Investment Advisors LLC14,435$720K0.2%+19.5%0.025%
2/13/2025 Mariner LLC48,549$2.43M0.0%+33.3%0.084%
2/13/2025 Savvy Advisors Inc.17,421$870K0.1%+34.1%0.030%
2/13/2025 Synovus Financial Corp13,719$685K0.0%+109.6%0.024%
2/13/2025 Primoris Wealth Advisors LLC39,376$1.97M1.5%+0.6%0.068%
2/13/2025 Jaffetilchin Investment Partners LLC6,086$304K0.0%-5.6%0.011%
2/13/2025 Raymond James Financial Inc.556,318$27.78M0.0%N/A0.964%
2/13/2025 Advisory Services Network LLC137,805$6.88M0.1%+49.6%0.239%
2/13/2025 Bank of Montreal Can4,214$210K0.0%+13.9%0.007%
2/13/2025 Envestnet Asset Management Inc.1,128,926$56.38M0.0%-9.8%1.957%
2/13/2025 Wells Fargo & Company MN900,523$44.97M0.0%+28.4%1.561%
2/13/2025 Smith Moore & CO.5,910$295K0.0%N/A0.010%
2/12/2025 Thoroughbred Financial Services LLC84,770$4.23M0.3%+26.4%0.147%
2/12/2025 World Investment Advisors209,263$10.45M0.3%+4.0%0.363%
2/12/2025 Nicolet Advisory Services LLC18,070$892K0.1%+20.4%0.031%
2/12/2025 Milestone Investment Advisors LLC292,425$14.60M4.0%+14.7%0.507%
2/12/2025 OneAscent Financial Services LLC34,948$1.75M0.1%N/A0.061%
2/12/2025 CIBC Private Wealth Group LLC1,773$89K0.0%-21.5%0.003%
2/12/2025 Biondo Investment Advisors LLC37,105$1.85M0.3%+0.9%0.064%
2/12/2025 Level Four Advisory Services LLC39,148$1.96M0.1%+9.2%0.068%
2/12/2025 Slagle Financial LLC93,386$4.66M2.1%+9.0%0.162%
2/12/2025 AssuredPartners Investment Advisors LLC358,991$17.93M3.5%N/A0.622%
2/12/2025 Godshalk Welsh Capital Management Inc.30,625$1.53M1.0%+6.2%0.053%
2/12/2025 JPMorgan Chase & Co.392,437$19.60M0.0%+59.4%0.680%
2/12/2025 BG Investment Services Inc.29,062$1.45M1.5%N/A0.050%
2/12/2025 PKS Advisory Services LLC4,408$220K0.1%N/A0.008%
2/11/2025 LPL Financial LLC1,838,464$91.81M0.0%+96.5%3.186%
2/11/2025 ZEGA Investments LLC4,407$227K0.1%N/A0.008%
2/11/2025 BluePointe Capital Management LLC138,759$6.93M4.0%+9.6%0.240%
2/11/2025 SageOak Financial LLC19,860$992K0.9%N/A0.034%
2/11/2025 Compass Ion Advisors LLC4,093$204K0.0%-7.8%0.007%
2/10/2025 Thrivent Financial for Lutherans34,486$1.72M0.0%+613.7%0.060%
2/10/2025 Flagship Wealth Advisors LLC39,307$1.96M1.1%N/A0.068%
2/10/2025 Valued Retirements Inc.70,590$3.53M4.7%+27.0%0.122%
2/10/2025 Harbour Investments Inc.39,485$1.97M0.1%+4.1%0.068%
2/10/2025 Envestnet Portfolio Solutions Inc.42,405$2.12M0.0%+72.9%0.073%
2/10/2025 Tidemark LLC583$29K0.0%N/A0.001%
2/10/2025 Greykasell Wealth Strategies Inc.4,835$241K0.1%N/A0.008%
2/10/2025 Commonwealth Equity Services LLC3,114,014$155.51M0.2%+12.5%5.397%
2/10/2025 Mascoma Wealth Management LLC310,624$15.51M3.9%+2.7%0.538%
2/10/2025 Avantax Advisory Services Inc.289,710$14.47M0.1%+29.2%0.502%
2/7/2025 PFG Advisors18,828$940K0.1%+49.0%0.033%
2/7/2025 HighTower Advisors LLC22,698$1.13M0.0%+37.6%0.039%
2/7/2025 New England Private Wealth Advisors LLC6,291$314K0.0%+6.2%0.011%
2/7/2025 Moors & Cabot Inc.7,022$351K0.0%N/A0.012%
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2/7/2025 Clare Market Investments LLC19,600$979K0.2%N/A0.034%
2/7/2025 Independent Advisor Alliance884,143$44.15M0.6%N/A1.532%
2/7/2025 Axis Wealth Partners LLC60,778$3.04M2.6%N/A0.105%
2/7/2025 Larson Financial Group LLC5,908$295K0.0%+6.3%0.010%
2/7/2025 Beam Wealth Advisors Inc.27,909$1.39M0.4%-2.9%0.048%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,213$460K0.1%+2.9%0.016%
2/6/2025 Raymond James Financial Inc.556,318$27.78M0.0%N/A0.964%
2/6/2025 Dana Investment Advisors Inc.69,103$3.45M0.1%+0.7%0.120%
2/6/2025 Cullen Frost Bankers Inc.8,243$412K0.0%+907.7%0.014%
2/6/2025 Atria Investments Inc165,060$8.24M0.1%+9.7%0.286%
(Data available from 1/1/2016 forward)

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FDVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDVV shares?

During the previous two years, 295 institutional investors and hedge funds held shares of Fidelity High Dividend ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($155.51M), LPL Financial LLC ($91.81M), Bank of America Corp DE ($61.97M), Envestnet Asset Management Inc. ($56.38M), Osaic Holdings Inc. ($52.74M), Wells Fargo & Company MN ($44.97M), and Independent Advisor Alliance ($44.15M).Learn more on FDVV's institutional investors.

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

Of the 273 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 ($1.98M), LPL Financial LLC ($1.13M), Raymond James Financial Inc. ($1.11M), Independent Advisor Alliance ($884.14K), McIlrath & Eck LLC ($508.54K), Cambridge Investment Research Advisors Inc. ($415.36K), and Cetera Investment Advisers ($390.50K).

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

Institutional investors have bought a total of 17,156,321 shares in the last 24 months. This purchase volume represents approximately $802.15M in transactions.

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

Of the 91 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: Greater Midwest Financial Group LLC ($267.59K), Jane Street Group LLC ($218.81K), Childress Capital Advisors LLC ($212.65K), Envestnet Asset Management Inc. ($122.69K), Susquehanna International Group LLP ($113.70K), Osaic Holdings Inc. ($80.79K), and LVZ Inc. ($55.35K).

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

Institutional investors have sold a total of 1,872,350 shares in the last 24 months. This volume of shares sold represents approximately $85.74M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 3/27/2025 by MarketBeat.com Staff
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