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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$52.42 +0.40 (+0.77%)
Closing price 07/1/2025 04:10 PM Eastern
Extended Trading
$52.35 -0.07 (-0.13%)
As of 07/1/2025 07:57 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)
266
Total
Institutional Inflows
(last 12 months)
$875.16M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$87.96M
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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
6/24/2025Rainier Family Wealth Inc.22,331$1.11M1.3%N/A0.022%
5/29/2025Nova Wealth Management Inc.1,557$77K0.1%+1,457.0%0.002%
5/28/2025Wealth Management Associates Inc.8,937$443K0.2%+2.6%0.009%
5/21/2025Schmidt P J Investment Management Inc.22,832$1.13M0.2%+13.4%0.022%
5/20/2025Flaharty Asset Management LLC1,171$58K0.0%N/A0.001%
5/20/2025Integrity Alliance LLC.44,283$2.20M0.1%+9.1%0.044%
5/19/2025Jane Street Group LLC130,568$6.48M0.0%-65.0%0.129%
5/16/2025McIlrath & Eck LLC680,649$33.76M4.1%+10.6%0.695%
5/16/2025Kestra Investment Management LLC294,263$14.60M0.5%+7.7%0.301%
5/16/2025NewEdge Advisors LLC75,332$3.74M0.0%-14.1%0.077%
5/16/2025Integrated Wealth Concepts LLC383,809$19.04M0.2%+7.5%0.392%
5/15/2025Paragon Private Wealth Management LLC16,698$828K0.4%N/A0.017%
5/15/2025EP Wealth Advisors LLC38,645$1.92M0.0%-2.8%0.039%
5/15/2025Core Wealth Advisors Inc.19,492$967K0.3%+20.5%0.020%
5/15/2025Royal Bank of Canada108,308$5.37M0.0%+6.0%0.111%
5/15/2025Calton & Associates Inc.159,474$7.91M1.8%+400.7%0.163%
5/14/2025Ieq Capital LLC14,811$735K0.0%N/A0.015%
5/14/2025PKS Advisory Services LLC5,072$252K0.1%+15.1%0.005%
5/14/2025Widmann Financial Services Inc.10,361$514K0.4%-2.1%0.011%
5/14/2025WCG Wealth Advisors LLC87,985$4.36M0.3%-1.1%0.090%
5/14/2025Full Sail Capital LLC6,000$298K0.0%N/A0.006%
5/14/2025Synovus Financial Corp16,167$802K0.0%+17.8%0.017%
5/14/2025Biondo Investment Advisors LLC35,960$1.78M0.3%-3.1%0.037%
5/14/2025Northwestern Mutual Wealth Management Co.713,054$35.37M0.0%+20.2%0.728%
5/14/2025Kestra Advisory Services LLC371,094$18.41M0.1%+4.4%0.379%
5/14/2025Flow Traders U.S. LLC120,304$5.97M0.3%N/A0.123%
5/14/2025Capital Analysts LLC1,068$53K0.0%-64.9%0.001%
5/14/2025Level Four Advisory Services LLC40,105$1.99M0.1%+2.4%0.041%
5/13/2025Brooklyn Investment Group2,826$140K0.0%-53.4%0.003%
5/13/2025Raymond James Financial Inc.904,306$44.85M0.0%+62.6%0.924%
5/13/2025Nations Financial Group Inc. IA ADV6,102$303K0.0%+3.9%0.006%
5/13/2025HighTower Advisors LLC40,894$2.03M0.0%+80.2%0.042%
5/12/2025FSA Wealth Partners Inc.73,016$3.62M1.4%-1.3%0.075%
5/12/2025Savvy Advisors Inc.18,418$914K0.1%+5.7%0.019%
5/12/2025LaSalle St. Investment Advisors LLC14,745$731K0.2%+2.1%0.015%
5/12/2025Beam Wealth Advisors Inc.30,734$1.52M0.5%+10.1%0.031%
5/12/2025Flagship Wealth Advisors LLC141,870$7.04M2.9%+260.9%0.145%
5/9/2025Citizens Financial Group Inc. RI5,182$257K0.0%-16.3%0.005%
5/9/2025Tidemark LLC1,925$95K0.0%+230.2%0.002%
5/9/2025Atria Wealth Solutions Inc.55,184$2.74M0.0%+15.5%0.056%
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5/9/2025Thoroughbred Financial Services LLC109,517$5.43M0.3%+29.2%0.112%
5/9/2025MWA Asset Management5,548$275K0.2%-6.3%0.006%
5/9/2025Commonwealth Equity Services LLC3,438,466$170.55M0.2%+10.4%3.512%
5/9/2025Liberty Wealth Management LLC5,362$266K0.0%N/A0.005%
5/9/2025Pathway Financial Advisers LLC48,883$2.43M0.8%+1.2%0.050%
5/8/2025Baker Avenue Asset Management LP4,073$202K0.0%-10.0%0.004%
5/8/2025Moors & Cabot Inc.8,197$407K0.0%+16.7%0.008%
5/8/2025Certified Advisory Corp34,100$1.69M0.2%+5.2%0.035%
5/8/2025US Bancorp DE4,422$219K0.0%-7.6%0.005%
5/8/2025Nicolet Advisory Services LLC13,631$618K0.1%-24.6%0.014%
5/8/2025Arkadios Wealth Advisors106,669$5.29M0.2%-0.8%0.109%
5/8/2025Independence Financial Advisors LLC163,739$8.12M3.1%N/A0.167%
5/8/2025FSA Advisors Inc.8,780$435K0.3%-6.4%0.009%
5/7/2025Foundations Investment Advisors LLC17,814$884K0.0%+273.8%0.018%
5/7/2025Richards Merrill & Peterson Inc.3,100$154K0.1%+13.8%0.003%
5/7/2025LPL Financial LLC2,200,888$109.16M0.0%+19.7%2.248%
5/7/2025Valued Retirements Inc.81,537$4.04M5.3%+15.5%0.083%
5/6/2025Cetera Investment Advisers808,542$40.10M0.1%+28.5%0.826%
5/6/2025Avantax Advisory Services Inc.433,020$21.48M0.1%+49.5%0.442%
5/6/2025Principle Wealth Partners LLC81,664$4.05M0.3%+6.8%0.083%
5/6/2025Kovack Advisors Inc.203,588$10.10M1.1%+0.7%0.208%
5/6/2025BG Investment Services Inc.50,796$2.52M2.7%+74.8%0.052%
5/6/2025AE Wealth Management LLC81,259$4.03M0.0%+3.7%0.083%
5/6/2025IMA Advisory Services Inc.560$28K0.0%N/A0.001%
5/6/2025Carbahal Olsen Financial Services Group LLC122,101$6.06M5.7%+0.8%0.125%
5/6/2025Advisors Preferred LLC22,752$1.13M0.2%+64.3%0.023%
5/6/2025Financial Partners Group Inc4,542$225K0.0%-30.5%0.005%
5/6/2025PFG Advisors43,778$2.17M0.1%+132.5%0.045%
5/5/2025J.W. Cole Advisors Inc.19,894$987K0.0%N/A0.020%
5/5/2025IFP Advisors Inc151,803$7.53M0.2%-1.3%0.155%
5/5/2025OneAscent Financial Services LLC33,629$1.67M0.1%-3.8%0.034%
5/5/2025Kestra Private Wealth Services LLC90,546$4.49M0.1%-6.5%0.092%
5/5/2025Private Advisor Group LLC96,577$4.79M0.0%+10.4%0.099%
5/5/2025Archer Investment Corp2,878$143K0.0%+46.6%0.003%
5/5/2025Creekmur Asset Management LLC700$35K0.0%N/A0.001%
5/2/2025Independent Wealth Network Inc.7,062$350K0.1%N/A0.007%
5/2/2025Kingsview Wealth Management LLC43,818$2.17M0.0%+32.9%0.045%
5/2/2025Dynasty Wealth Management LLC591,064$29.32M0.4%N/A0.604%
5/2/2025Mayflower Financial Advisors LLC4,047$201K0.0%N/A0.004%
5/2/2025Lineweaver Wealth Advisors LLC114,815$5.70M1.0%-3.4%0.117%
5/2/2025Cullen Frost Bankers Inc.24,999$1.24M0.0%+203.3%0.026%
5/2/2025Larson Financial Group LLC7,400$367K0.0%+25.3%0.008%
5/2/2025Melfa Wealth Management Inc.18,573$921K0.6%+6.4%0.019%
5/2/2025BluePointe Capital Management LLC142,826$7.08M2.7%+2.9%0.146%
5/2/2025SageOak Financial LLC10,107$501K0.4%-49.1%0.010%
5/2/2025Bogart Wealth LLC803$40K0.0%+299.5%0.001%
5/2/2025Sigma Planning Corp27,415$1.36M0.0%+18.5%0.028%
5/2/2025Catalyst Financial Partners LLC4,155$206K0.0%N/A0.004%
5/1/2025Iron Horse Wealth Management LLC686$34K0.0%N/A0.001%
5/1/2025Stephens Inc. AR120,661$5.99M0.1%+20.4%0.123%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/1/2025Fifth Third Securities Inc.156,146$7.75M0.7%+14.3%0.159%
5/1/2025Barry Investment Advisors LLC41,339$2.05M0.5%+2.5%0.042%
5/1/2025Greater Midwest Financial Group LLC5,474$272K0.2%-36.6%0.006%
4/30/2025Allworth Financial LP522,775$24.84M0.1%+2.5%0.534%
4/30/2025POM Investment Strategies LLC2,000$99K0.1%N/A0.002%
4/30/2025Slagle Financial LLC110,544$5.48M2.4%+18.4%0.113%
4/30/2025Principal Securities Inc.50,631$2.53M0.1%+2.7%0.052%
4/30/2025Stratos Wealth Partners LTD.6,100$303K0.0%-82.0%0.006%
4/29/2025Brass Tax Wealth Management Inc.8,658$429K0.1%+53.2%0.009%
4/29/2025Envestnet Asset Management Inc.1,361,393$67.53M0.0%+20.6%1.391%
(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, 333 institutional investors and hedge funds held shares of Fidelity High Dividend ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($170.55M), LPL Financial LLC ($109.16M), Retirement Planning Group LLC ($90.65M), Envestnet Asset Management Inc. ($67.53M), Bank of America Corp DE ($61.97M), Osaic Holdings Inc. ($52.74M), and Wells Fargo & Company MN ($44.97M).Learn more on Fidelity High Dividend ETF's institutional investors.

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

Of the 311 institutional investors that purchased Fidelity High Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($2.25M), Retirement Planning Group LLC ($1.74M), Raymond James Financial Inc. ($1.46M), LPL Financial LLC ($1.46M), Independent Advisor Alliance ($884.14K), Dynasty Wealth Management LLC ($591.06K), and Envestnet Asset Management Inc. ($579.50K).

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

Institutional investors have bought a total of 17,637,299 shares in the last 24 months. This purchase volume represents approximately $875.16M in transactions.

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

Of the 88 institutional investors that sold Fidelity High Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($383.60K), Greater Midwest Financial Group LLC ($270.75K), Mascoma Wealth Management LLC ($259.97K), Envestnet Asset Management Inc. ($122.69K), Susquehanna International Group LLP ($113.70K), Madrona Financial Services LLC ($101.24K), and Systelligence LLC ($54.21K).

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

Institutional investors have sold a total of 1,772,624 shares in the last 24 months. This volume of shares sold represents approximately $87.96M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 7/2/2025 by MarketBeat.com Staff
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