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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$47.01 +0.22 (+0.48%)
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Institutional Ownership Changes (13F Filings) for Fidelity High Dividend ETF (NYSEARCA:FDVV)

Number of
Institutional Buyers
(last 12 months)
236
Total
Institutional Inflows
(last 12 months)
$705.76M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$60.85M
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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
4/14/2025Octavia Wealth Advisors LLC24,811$1.23M0.1%+1.3%0.025%
4/14/2025Daymark Wealth Partners LLC15,873$787K0.0%+284.2%0.016%
4/14/2025Dentgroup LLC151,226$7.50M5.6%-10.8%0.155%
4/14/2025Patriot Financial Group Insurance Agency LLC82,904$4.11M0.6%N/A0.085%
4/11/2025 KFG Wealth Management LLC22,766$1.13M0.2%+44.6%0.023%
4/11/2025 Permanent Capital Management LP7,097$352K0.1%N/A0.007%
4/11/2025 Unique Wealth LLC40,411$2.00M0.4%N/A0.041%
4/10/2025 Retirement Planning Group LLC1,827,617$90.65M4.3%+595.3%1.874%
4/10/2025 Clare Market Investments LLC23,175$1.15M0.3%+18.2%0.024%
4/10/2025 TruWealth Advisors LLC16,085$798K0.0%+14.1%0.016%
4/9/2025 RFG Advisory LLC130,998$6.50M0.2%+1.4%0.134%
4/9/2025 HBW Advisory Services LLC40,931$2.03M0.3%-19.0%0.042%
4/9/2025 Merit Financial Group LLC12,085$599K0.0%N/A0.012%
4/9/2025 Flagstar Advisors Inc.6,805$338K0.1%N/A0.007%
4/9/2025 Sweeney & Michel LLC17,346$860K0.3%N/A0.018%
4/9/2025 NBC Securities Inc.4,662$231K0.0%+66,500.0%0.005%
4/8/2025 Atlas Brown Inc.5,272$261K0.1%-10.6%0.005%
4/7/2025 AdvisorNet Financial Inc110,610$5.49M0.4%+2.2%0.113%
3/24/2025Fulcrum Equity Management4,473$223K0.2%N/A0.005%
3/17/2025Wealth 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%
2/25/2025B. Riley Wealth Advisors Inc.10,029$501K0.0%-26.6%0.017%
2/25/2025Integrated Advisors Network LLC19,169$957K0.0%+6.9%0.033%
2/24/2025Ameriflex Group Inc.5,205$263K0.1%N/A0.009%
2/19/2025WCG Wealth Advisors LLC88,971$4.44M0.3%+3.8%0.154%
2/18/2025GTS Securities LLC5,376$268K0.0%-35.5%0.009%
2/18/2025 Retirement Planning Group LLC262,844$13.13M0.7%+23.5%0.456%
2/18/2025Investmark Advisory Group LLC84,675$4.23M2.1%+3.9%0.147%
2/18/2025McIlrath & Eck LLC615,628$30.74M3.9%+6.3%1.067%
2/18/2025Novem Group4,847$242K0.0%N/A0.008%
2/18/2025Glen Eagle Advisors LLC2,000$100K0.0%N/A0.003%
2/17/2025Waverly Advisors LLC17,378$868K0.0%+220.3%0.030%
2/17/2025Investor s Fiduciary Advisor Network LLC10,069$502K0.2%N/A0.017%
2/17/2025Focus Partners Wealth6,230$311K0.0%N/A0.011%
2/17/2025EP Wealth Advisors LLC39,766$1.99M0.0%-4.4%0.069%
2/17/2025CoreCap Advisors LLC22,757$1.14M0.1%+96.1%0.039%
2/17/2025Cambridge Investment Research Advisors Inc.595,039$29.72M0.1%+57.2%1.031%
2/17/2025Cetera Investment Advisers629,435$31.43M0.1%+1.9%1.091%
2/17/2025Captrust Financial Advisors208,395$10.41M0.0%+1.0%0.361%
2/17/2025Baker Avenue Asset Management LP4,528$226K0.0%+12.0%0.008%
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2/17/2025Bank of America Corp DE1,240,933$61.97M0.0%+18.6%2.151%
2/14/2025Gallagher Fiduciary Advisors LLC121,090$6.05M1.2%+5.7%0.210%
2/14/2025Mercer Global Advisors Inc. ADV32,067$1.60M0.0%-13.6%0.056%
2/14/2025Keel Point LLC6,925$346K0.0%+56.0%0.012%
2/14/2025Jane Street Group LLC373,367$18.65M0.0%+136.4%0.647%
2/14/2025Widmann Financial Services Inc.10,580$528K0.4%+3.0%0.018%
2/14/2025Wise Wealth Partners46,751$2.34M5.8%N/A0.081%
2/14/2025Rehmann Capital Advisory Group5,692$284K0.0%-14.8%0.010%
2/14/2025Comerica Bank3,654$182K0.0%-39.4%0.006%
2/14/2025Lido Advisors LLC25,290$1.26M0.0%-3.4%0.044%
2/14/2025Marshall & Sterling Wealth Advisors Inc.79,255$3.96M2.7%N/A0.137%
2/14/2025Betterment LLC8,703$435K0.0%+31.6%0.015%
2/14/2025Capital Analysts LLC3,043$151K0.0%+253.4%0.005%
2/14/2025Core Wealth Advisors Inc.16,181$808K0.3%+10.4%0.028%
2/14/2025Integrated Wealth Concepts LLC357,180$17.84M0.2%+9.7%0.619%
2/14/2025Susquehanna International Group LLP463,604$23.15M0.0%+85.4%0.803%
2/14/2025Stifel Financial Corp243,053$12.14M0.0%+39.4%0.421%
2/14/2025Optivise Advisory Services LLC34,137$1.71M0.9%N/A0.059%
2/14/2025Landing Point Financial Group LLC341,793$17.59M13.5%N/A0.592%
2/14/2025MML Investors Services LLC379,337$18.94M0.1%+23.7%0.657%
2/14/2025Carbahal Olsen Financial Services Group LLC121,153$6.05M5.6%N/A0.210%
2/14/2025Concourse Financial Group Securities Inc.41,042$2.10M0.1%+18.2%0.071%
2/13/2025NewEdge Advisors LLC87,719$4.38M0.0%+19.0%0.152%
2/13/2025LaSalle St. Investment Advisors LLC14,435$720K0.2%+19.5%0.025%
2/13/2025Mariner LLC48,549$2.43M0.0%+33.3%0.084%
2/13/2025Savvy Advisors Inc.17,421$870K0.1%+34.1%0.030%
2/13/2025Synovus Financial Corp13,719$685K0.0%+109.6%0.024%
2/13/2025Primoris Wealth Advisors LLC39,376$1.97M1.5%+0.6%0.068%
2/13/2025Jaffetilchin Investment Partners LLC6,086$304K0.0%-5.6%0.011%
2/13/2025Raymond James Financial Inc.556,318$27.78M0.0%N/A0.964%
2/13/2025Advisory Services Network LLC137,805$6.88M0.1%+49.6%0.239%
2/13/2025Bank of Montreal Can4,214$210K0.0%+13.9%0.007%
2/13/2025Envestnet Asset Management Inc.1,128,926$56.38M0.0%-9.8%1.957%
2/13/2025Wells Fargo & Company MN900,523$44.97M0.0%+28.4%1.561%
2/13/2025Smith Moore & CO.5,910$295K0.0%N/A0.010%
2/12/2025Thoroughbred Financial Services LLC84,770$4.23M0.3%+26.4%0.147%
2/12/2025World Investment Advisors209,263$10.45M0.3%+4.0%0.363%
2/12/2025Nicolet Advisory Services LLC18,070$892K0.1%+20.4%0.031%
2/12/2025Milestone Investment Advisors LLC292,425$14.60M4.0%+14.7%0.507%
2/12/2025OneAscent Financial Services LLC34,948$1.75M0.1%N/A0.061%
2/12/2025CIBC Private Wealth Group LLC1,773$89K0.0%-21.5%0.003%
2/12/2025Biondo Investment Advisors LLC37,105$1.85M0.3%+0.9%0.064%
2/12/2025Level Four Advisory Services LLC39,148$1.96M0.1%+9.2%0.068%
2/12/2025Slagle Financial LLC93,386$4.66M2.1%+9.0%0.162%
2/12/2025AssuredPartners Investment Advisors LLC358,991$17.93M3.5%N/A0.622%
2/12/2025Godshalk Welsh Capital Management Inc.30,625$1.53M1.0%+6.2%0.053%
2/12/2025JPMorgan Chase & Co.392,437$19.60M0.0%+59.4%0.680%
2/12/2025BG Investment Services Inc.29,062$1.45M1.5%N/A0.050%
2/12/2025PKS Advisory Services LLC4,408$220K0.1%N/A0.008%
2/11/2025LPL Financial LLC1,838,464$91.81M0.0%+96.5%3.186%
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2/11/2025ZEGA Investments LLC4,407$227K0.1%N/A0.008%
2/11/2025BluePointe Capital Management LLC138,759$6.93M4.0%+9.6%0.240%
2/11/2025SageOak Financial LLC19,860$992K0.9%N/A0.034%
2/11/2025Compass Ion Advisors LLC4,093$204K0.0%-7.8%0.007%
2/10/2025Thrivent Financial for Lutherans34,486$1.72M0.0%+613.7%0.060%
2/10/2025Flagship Wealth Advisors LLC39,307$1.96M1.1%N/A0.068%
2/10/2025Valued Retirements Inc.70,590$3.53M4.7%+27.0%0.122%
2/10/2025Harbour Investments Inc.39,485$1.97M0.1%+4.1%0.068%
2/10/2025Envestnet Portfolio Solutions Inc.42,405$2.12M0.0%+72.9%0.073%
2/10/2025Tidemark LLC583$29K0.0%N/A0.001%
(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, 299 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), Retirement Planning Group LLC ($90.65M), Bank of America Corp DE ($61.97M), Envestnet Asset Management Inc. ($56.38M), Osaic Holdings Inc. ($52.74M), and Wells Fargo & Company MN ($44.97M).Learn more on FDVV's institutional investors.

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

Of the 277 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), Retirement Planning Group LLC ($1.74M), LPL Financial LLC ($1.13M), Raymond James Financial Inc. ($1.11M), Independent Advisor Alliance ($884.14K), McIlrath & Eck LLC ($508.54K), and Cambridge Investment Research Advisors Inc. ($415.36K).

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

Institutional investors have bought a total of 18,867,643 shares in the last 24 months. This purchase volume represents approximately $887.65M in transactions.

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

Of the 92 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 1,897,232 shares in the last 24 months. This volume of shares sold represents approximately $87.02M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 4/15/2025 by MarketBeat.com Staff
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