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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$55.51 +0.27 (+0.49%)
Closing price 10/17/2025 04:10 PM Eastern
Extended Trading
$55.64 +0.13 (+0.23%)
As of 10/17/2025 07:27 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)
320
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$127.13M
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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
10/17/2025Permanent Capital Management LP7,097$395K0.1%N/A0.005%
10/17/2025FSC Wealth Advisors LLC12,275$684K0.4%+13.5%0.010%
10/17/2025Perigon Wealth Management LLC26,309$1.47M0.0%+11.8%0.020%
10/17/2025Sandbox Financial Partners LLC3,702$206K0.1%N/A0.003%
10/17/2025Sowell Financial Services LLC32,367$1.80M0.1%+62.6%0.025%
10/17/2025Sapient Capital LLC53,011$2.94M0.0%+163.4%0.041%
10/17/2025Lakeridge Wealth Management LLC338,756$18.87M8.4%+0.8%0.262%
10/17/2025Mayflower Financial Advisors LLC4,025$224K0.0%N/A0.003%
10/16/2025 HBW Advisory Services LLC54,034$3.01M0.3%-2.2%0.042%
10/16/2025 Sheets Smith Wealth Management48,084$2.68M0.3%+4.4%0.037%
10/16/2025 Foresight Capital Management Advisors Inc.71,690$3.99M2.2%-1.6%0.056%
10/16/2025 Capital Advisors Wealth Management LLC5,878$327K0.0%N/A0.005%
10/15/2025 CWM LLC2,605$145K0.0%+87.1%0.002%
10/15/2025 Independent Wealth Network Inc.11,929$665K0.2%+56.7%0.009%
10/15/2025 JGP Wealth Management LLC8,379$467K0.1%-4.9%0.006%
10/15/2025 Ballew Advisors Inc29,458$1.63M0.9%+0.7%0.023%
10/15/2025 Centerline Wealth Advisors LLC95,324$5.31M2.3%+42.5%0.074%
10/15/2025 World Investment Advisors228,845$12.75M0.3%+2.8%0.177%
10/15/2025 Southland Equity Partners LLC5,225$291K0.1%-19.6%0.004%
10/15/2025 Founders Financial Securities LLC15,015$836K0.1%+10.5%0.012%
10/15/2025 DAVENPORT & Co LLC28,292$1.58M0.0%+7.6%0.022%
10/14/2025 Trust Co. of Vermont744$41K0.0%N/A0.001%
10/14/2025 Farther Finance Advisors LLC8,517$474K0.0%+3,917.5%0.007%
10/14/2025 Precedent Wealth Partners LLC25,499$1.42M0.3%-1.5%0.020%
10/14/2025 LongView Wealth Management16,951$944K0.3%-4.1%0.013%
10/14/2025 Fortitude Financial LLC6,322$352K0.2%-9.8%0.005%
10/10/2025 Fifth Third Securities Inc.219,900$12.25M0.8%+4.5%0.172%
10/10/2025 Lineweaver Wealth Advisors LLC112,213$6.25M0.9%-1.7%0.088%
10/10/2025 Sound Income Strategies LLC7,614$424K0.0%+15,762.5%0.006%
10/10/2025 Flputnam Investment Management Co.18,627$1.04M0.0%+4.6%0.015%
10/10/2025 Cyndeo Wealth Partners LLC14,808$825K0.0%+4.4%0.012%
10/10/2025 Castleview Partners LLC58,944$3.28M1.8%+9.0%0.046%
10/10/2025 KMG Fiduciary Partners LLC4,884$272K0.0%-5.5%0.004%
10/10/2025 Signal Advisors Wealth LLC5,781$322K0.0%N/A0.005%
10/9/2025 AdvisorNet Financial Inc111,655$6.22M0.4%-2.0%0.087%
10/9/2025 Prentice Wealth Management LLC242,623$13.52M3.3%+1.8%0.190%
10/9/2025 Redhawk Wealth Advisors Inc.32,524$1.81M0.2%+17.5%0.025%
10/8/2025 Patriot Financial Group Insurance Agency LLC84,214$4.69M0.6%-0.4%0.066%
10/8/2025 Fiduciary Alliance LLC9,548$532K0.0%+107.6%0.007%
10/8/2025 KWB Wealth106,753$5.55M0.6%+52.6%0.083%
10/7/2025 KFG Wealth Management LLC40,386$2.25M0.3%+38.6%0.032%
10/7/2025 Nova Wealth Management Inc.10,418$580K0.4%+21.9%0.008%
10/6/2025 AssuredPartners Investment Advisors LLC374,352$20.86M4.6%+4.0%0.292%
10/6/2025 TruWealth Advisors LLC25,582$1.43M0.1%+3.4%0.020%
10/3/2025 Summit Financial Wealth Advisors LLC46,544$2.61M0.4%N/A0.036%
10/3/2025 Dentgroup LLC204,125$11.37M7.4%+35.6%0.159%
9/24/2025 Fortitude Financial LLC7,009$365K0.2%-84.9%0.006%
9/4/2025Osaic Holdings Inc.1,127,657$58.69M0.1%-2.8%0.983%
8/29/2025Centaurus Financial Inc.16,367$851K0.0%+4.5%0.014%
8/27/2025Orion Porfolio Solutions LLC88,783$4.62M0.0%+23.1%0.077%
8/26/2025Thrivent Financial for Lutherans96,229$5.01M0.0%+18.5%0.084%
8/25/2025Silverlake Wealth Management LLC25,076$1.30M0.4%N/A0.022%
8/21/2025Pathway Financial Advisers LLC51,568$2.68M0.9%+5.5%0.045%
8/20/2025Forefront Wealth Partners LLC4,946$257K0.2%N/A0.004%
8/19/2025B. Riley Wealth Advisors Inc.12,027$626K0.0%N/A0.010%
8/19/2025Newbridge Financial Services Group Inc.4,853$252K0.0%-7.6%0.004%
8/19/2025Advisory Services Network LLC157,024$8.41M0.1%+15.3%0.137%
8/18/2025Kestra Investment Management LLC314,688$16.37M0.5%+6.9%0.274%
8/15/2025Equitable Holdings Inc.180,591$9.39M0.1%+105.4%0.157%
8/15/2025Captrust Financial Advisors211,520$11.00M0.0%+0.5%0.184%
8/15/2025Orion Porfolio Solutions LLC88,783$4.62M0.0%+23.1%0.077%
8/15/2025MML Investors Services LLC526,520$27.39M0.1%+42.7%0.459%
8/15/2025McIlrath & Eck LLC709,671$36.92M4.2%+4.3%0.619%
8/15/2025IHT Wealth Management LLC42,613$2.22M0.1%-4.7%0.037%
8/15/2025Great Valley Advisor Group Inc.35,439$1.84M0.0%+45.5%0.031%
8/15/2025Gallagher Fiduciary Advisors LLC14,912$776K0.0%-88.1%0.013%
8/15/2025EP Wealth Advisors LLC46,561$2.42M0.0%+20.5%0.041%
8/15/2025Bank of America Corp DE1,654,774$86.08M0.0%+10.9%1.443%
8/14/2025Jane Street Group LLC524,699$27.30M0.0%+301.9%0.457%
8/14/2025Raymond James Financial Inc.1,021,750$53.15M0.0%+13.0%0.891%
8/14/2025 Darwin Wealth Management LLC514$27K0.0%N/A0.000%
8/14/2025Betterment LLC8,387$436K0.0%-4.9%0.007%
8/14/2025NewEdge Advisors LLC112,833$5.87M0.0%+49.8%0.098%
8/14/2025Qube Research & Technologies Ltd18,761$976K0.0%+95.6%0.016%
8/13/2025Victory Financial Group LLC450,340$23.43M3.7%+10.4%0.393%
8/13/2025StoneX Group Inc.11,532$600K0.0%N/A0.010%
8/13/2025Brown Advisory Inc.6,146$320K0.0%N/A0.005%
8/13/2025Milestone Investment Advisors LLC319,085$16.60M4.3%+3.0%0.278%
8/13/2025Baird Financial Group Inc.78,826$4.10M0.0%N/A0.069%
8/13/2025WCG Wealth Advisors LLC84,247$4.38M0.3%-4.2%0.073%
8/13/2025 Valued Retirements Inc.87,500$4.55M5.1%+7.3%0.076%
8/13/2025Lido Advisors LLC169,806$8.83M0.0%+648.1%0.148%
8/13/2025Level Four Advisory Services LLC44,222$2.30M0.1%+10.3%0.039%
8/13/2025Northwestern Mutual Wealth Management Co.795,510$41.38M0.0%+11.6%0.694%
8/13/2025Mayfair Advisory Group LLC30,977$1.68M0.8%+61.8%0.027%
8/13/2025Choreo LLC5,172$269K0.0%N/A0.005%
8/12/2025J.W. Cole Advisors Inc.21,744$1.13M0.0%+9.3%0.019%
8/12/2025Steward Partners Investment Advisory LLC42,607$2.22M0.0%+1.9%0.037%
8/12/2025CreativeOne Wealth LLC5,643$294K0.0%+23.0%0.005%
8/12/2025Global Retirement Partners LLC75,273$3.92M0.1%N/A0.066%
8/12/2025MAI Capital Management49,713$2.59M0.0%+0.9%0.043%
8/12/2025JPMorgan Chase & Co.935,539$48.67M0.0%-2.8%0.816%
8/12/2025PKS Advisory Services LLC5,852$304K0.1%+15.4%0.005%
8/11/2025TD Waterhouse Canada Inc.611$32K0.0%N/A0.001%
8/11/2025FSC Wealth Advisors LLC10,816$563K0.3%-2.4%0.009%
8/11/2025Slagle Financial LLC46,387$2.41M1.0%-58.0%0.042%
8/8/2025Rockefeller Capital Management L.P.143,911$7.49M0.0%+1.3%0.129%
8/8/2025Kingsview Wealth Management LLC41,195$2.14M0.0%-6.0%0.037%
8/8/2025Citizens Financial Group Inc. RI111,005$5.77M0.1%+2,042.1%0.100%
8/8/2025Avantax Advisory Services Inc.457,765$23.81M0.1%+5.7%0.411%
(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, 385 institutional investors and hedge funds held shares of Fidelity High Dividend ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($174.21M), LPL Financial LLC ($109.16M), Retirement Planning Group LLC ($103.92M), Bank of America Corp DE ($86.08M), Envestnet Asset Management Inc. ($85.75M), Osaic Holdings Inc. ($58.69M), and Raymond James Financial Inc. ($53.15M).Learn more on Fidelity High Dividend ETF's institutional investors.

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

Of the 367 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 ($2.17M), Retirement Planning Group LLC ($1.88M), Raymond James Financial Inc. ($1.58M), LPL Financial LLC ($1.30M), Independent Advisor Alliance ($884.14K), Envestnet Asset Management Inc. ($829.18K), and Cetera Investment Advisers ($730.77K).

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

Institutional investors have bought a total of 20,888,468 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.

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

Of the 106 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 ($269.50K), Kovack Advisors Inc. ($129.83K), Prime Capital Investment Advisors LLC ($128.73K), Envestnet Asset Management Inc. ($122.69K), and Atria Investments Inc ($121.99K).

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

Institutional investors have sold a total of 2,507,791 shares in the last 24 months. This volume of shares sold represents approximately $127.13M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 10/18/2025 by MarketBeat.com Staff
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