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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$50.88 +0.40 (+0.79%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity High Dividend ETF (NYSEARCA:FDVV)

Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$338.48M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$41.47M
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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
1/17/2025 Madrona Financial Services LLC117,018$5.84M1.6%N/A0.203%
1/17/2025 Mutual Advisors LLC33,175$1.68M0.0%+195.6%0.057%
1/17/2025 Janney Montgomery Scott LLC33,467$1.67M0.0%+4.5%0.058%
1/17/2025 Westside Investment Management Inc.18,563$927K0.2%+30.2%0.032%
1/17/2025 Daymark Wealth Partners LLC4,131$206K0.0%N/A0.007%
1/17/2025 Melfa Wealth Management Inc.17,460$872K0.6%+1.5%0.030%
1/17/2025 Octavia Wealth Advisors LLC24,500$1.22M0.1%+2.3%0.042%
1/16/2025 Koshinski Asset Management Inc.40,983$2.05M0.0%+0.7%0.071%
1/15/2025 Ballew Advisors Inc27,908$1.38M0.9%+1.0%0.048%
1/15/2025 TruWealth Advisors LLC14,099$704K0.0%+16.0%0.024%
1/15/2025 Ameritas Advisory Services LLC23,222$1.16M0.0%+46.5%0.040%
1/15/2025 Hubbell Strickland Wealth Management LLC4,968$248K0.1%N/A0.009%
1/15/2025 Arkadios Wealth Advisors107,532$5.37M0.3%+19.3%0.186%
1/15/2025 Brooklyn Investment Group6,064$303K0.1%N/A0.011%
1/15/2025 Goldstone Financial Group LLC7,668$383K0.1%N/A0.013%
1/15/2025 Certified Advisory Corp32,408$1.62M0.2%+17.4%0.056%
1/14/2025 Community Trust & Investment Co.14,552$727K0.0%+2.4%0.025%
1/13/2025 AdvisorNet Financial Inc108,263$5.41M0.5%+5.5%0.188%
1/13/2025 City Center Advisors LLC4,473$223K0.3%N/A0.008%
1/10/2025 HBW Advisory Services LLC50,518$2.52M0.4%+7.0%0.088%
1/8/2025 International Assets Investment Management LLC24,470$1.22M0.1%N/A0.042%
1/3/2025 Dentgroup LLC169,573$8.47M6.5%+32.9%0.294%
12/26/2024JPMorgan Chase & Co.246,157$12.47M0.0%+27.1%0.427%
12/13/2024B. Riley Wealth Advisors Inc.13,665$689K0.0%-50.6%0.024%
11/25/2024Synovus Financial Corp6,546$332K0.0%N/A0.011%
11/25/2024World Investment Advisors LLC201,266$10.19M0.2%+45.2%0.349%
11/25/2024Sanctuary Advisors LLC98,850$5.18M0.0%+59.9%0.171%
11/20/2024 Westside Investment Management Inc.14,262$722K0.2%+2.5%0.025%
11/19/2024McIlrath & Eck LLC578,875$29.32M3.8%+14.8%1.003%
11/18/2024Rehmann Capital Advisory Group6,677$338K0.0%-2.9%0.012%
11/18/2024Sunbelt Securities Inc.16,951$859K0.1%+156.5%0.029%
11/15/2024Valued Retirements Inc.55,579$2.82M3.9%N/A0.096%
11/15/2024Y Intercept Hong Kong Ltd11,025$558K0.0%N/A0.019%
11/15/2024Glass Jacobson Investment Advisors llc1,473$75K0.0%N/A0.003%
11/15/2024MML Investors Services LLC306,620$15.53M0.1%+31.1%0.531%
11/15/2024Zega Financial LLC7,507$380K0.1%+70.3%0.013%
11/15/2024EP Wealth Advisors LLC41,589$2.11M0.0%-9.1%0.072%
11/15/2024Jane Street Group LLC157,952$8M0.0%-47.1%0.274%
11/15/2024Stifel Financial Corp174,391$8.83M0.0%-5.2%0.302%
11/15/2024IHT Wealth Management LLC45,384$2.30M0.1%-1.5%0.079%
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11/15/2024Integrated Wealth Concepts LLC325,621$16.49M0.2%+6.8%0.564%
11/15/2024Investmark Advisory Group LLC81,512$4.13M2.0%+2.2%0.141%
11/15/2024HighTower Advisors LLC16,498$837K0.0%+29.9%0.029%
11/15/2024Kestra Investment Management LLC272,247$13.79M0.6%-1.6%0.472%
11/14/2024Captrust Financial Advisors206,416$10.46M0.0%-0.3%0.358%
11/13/2024FMR LLC80,331$4.07M0.0%+4.7%0.139%
11/13/2024D.A. Davidson & CO.77,227$3.91M0.0%+172.1%0.134%
11/12/2024Centaurus Financial Inc.15,355$778K0.0%N/A0.027%
11/12/2024Larson Financial Group LLC5,560$282K0.0%+30.4%0.010%
11/12/2024Kingsview Wealth Management LLC27,273$1.38M0.0%-65.5%0.047%
11/12/2024Great Valley Advisor Group Inc.11,100$562K0.0%N/A0.019%
11/12/2024 Certified Advisory Corp27,598$1.40M0.2%+20.0%0.048%
11/12/2024Nicolet Advisory Services LLC15,003$755K0.1%+8.7%0.026%
11/8/2024Darwin Wealth Management LLC501$25K0.0%N/A0.001%
11/8/2024Hilton Capital Management LLC9,065$459K0.0%+79.0%0.016%
11/8/2024MWA Asset Management9,433$478K0.3%-21.4%0.016%
11/7/2024Tranquility Partners LLC6,590$334K0.1%-4.4%0.011%
11/7/2024MAI Capital Management48,710$2.47M0.0%+2.1%0.084%
11/7/2024Thrivent Financial for Lutherans4,832$245K0.0%N/A0.008%
11/6/2024BluePointe Capital Management LLC126,572$6.41M4.2%+5.4%0.219%
11/6/2024Lifeworks Advisors LLC4,236$215K0.0%N/A0.007%
11/6/2024Kovack Advisors Inc.200,738$10.17M1.1%+138.5%0.348%
11/6/2024Oppenheimer & Co. Inc.65,240$3.30M0.1%+80.8%0.113%
11/5/2024Prime Capital Investment Advisors LLC15,530$787K0.0%-16.1%0.027%
11/5/2024Savvy Advisors Inc.12,995$658K0.1%+37.0%0.023%
11/5/2024Mascoma Wealth Management LLC302,338$15.31M3.8%+0.1%0.524%
11/5/2024Systelligence LLC283,418$14.36M3.6%N/A0.491%
11/5/2024Harbour Investments Inc.37,941$1.92M0.1%+407.8%0.066%
11/5/2024Nations Financial Group Inc. IA ADV5,370$272K0.0%+5.1%0.009%
11/4/2024Beam Wealth Advisors Inc.28,756$1.46M0.4%-7.2%0.050%
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%
10/31/2024Consolidated Planning Corp24,133$1.22M0.2%-10.3%0.042%
10/31/2024Financial Services Advisory Inc73,038$3.70M0.9%N/A0.127%
10/31/2024Concurrent Investment Advisors LLC41,563$2.11M0.1%+135.1%0.072%
10/30/2024Milestone Investment Advisors LLC255,002$12.92M3.6%+13.0%0.442%
10/30/2024Crescent 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%
10/28/2024Gladstone Institutional Advisory LLC43,047$2.18M0.1%-5.7%0.075%
10/28/2024Principal Securities Inc.48,560$2.46M0.1%-20.4%0.084%
10/28/2024Stephens Inc. AR72,021$3.65M0.1%+15.5%0.125%
10/25/2024Pathway Financial Advisers LLC49,191$2.49M0.0%+7.7%0.085%
10/25/2024Childress Capital Advisors LLC759,709$38.48M10.4%+38.5%1.317%
10/25/2024Valmark Advisers Inc.74,203$3.76M0.1%-13.2%0.129%
10/25/2024MONECO Advisors LLC6,170$313K0.0%N/A0.011%
10/25/2024Barry Investment Advisors LLC39,505$2.00M0.6%+4.2%0.068%
10/24/2024Marmo Financial Group LLC102,688$5.20M2.8%+19.4%0.178%
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10/24/2024Ellis Investment Partners LLC4,130$209K0.0%N/A0.007%
10/24/2024Valley 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%
10/24/2024Pathway 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%
10/23/2024Allworth Financial LP468,637$23.74M0.1%+5.3%0.812%
10/23/2024 Mayfair Advisory Group LLC16,741$846K0.5%+126.3%0.029%
10/23/2024Element Wealth LLC11,708$593K0.3%-5.8%0.020%
10/23/2024Schmidt 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%
(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, 234 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), McIlrath & Eck LLC ($29.32M), Kestra Advisory Services LLC ($28.01M), and Cetera Investment Advisers ($25.41M).Learn more on FDVV's institutional investors.

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

Of the 215 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 ($1.78M), Envestnet Asset Management Inc. ($597.41K), McIlrath & Eck LLC ($471.79K), Cetera Investment Advisers ($378.79K), LPL Financial LLC ($343.58K), Integrated Wealth Concepts LLC ($335.55K), and Childress Capital Advisors LLC ($327.75K).

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

Institutional investors have bought a total of 11,446,090 shares in the last 24 months. This purchase volume represents approximately $501.00M in transactions.

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

Of the 82 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: Jane Street Group LLC ($218.81K), Childress Capital Advisors LLC ($212.65K), Susquehanna International Group LLP ($113.70K), Osaic Holdings Inc. ($80.79K), 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 1,403,692 shares in the last 24 months. This volume of shares sold represents approximately $61.72M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 1/21/2025 by MarketBeat.com Staff
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