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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$54.72 -0.31 (-0.55%)
As of 01:34 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)
314
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$125.95M
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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
9/4/2025 Osaic Holdings Inc.1,127,657$58.69M0.1%-2.8%0.983%
8/29/2025 Centaurus Financial Inc.16,367$851K0.0%+4.5%0.014%
8/27/2025 Orion Porfolio Solutions LLC88,783$4.62M0.0%+23.1%0.077%
8/26/2025 Thrivent Financial for Lutherans96,229$5.01M0.0%+18.5%0.084%
8/25/2025 Silverlake Wealth Management LLC25,076$1.30M0.4%N/A0.022%
8/21/2025 Pathway Financial Advisers LLC51,568$2.68M0.9%+5.5%0.045%
8/20/2025 Forefront Wealth Partners LLC4,946$257K0.2%N/A0.004%
8/19/2025 B. Riley Wealth Advisors Inc.12,027$626K0.0%N/A0.010%
8/19/2025 Newbridge Financial Services Group Inc.4,853$252K0.0%-7.6%0.004%
8/19/2025 Advisory Services Network LLC157,024$8.41M0.1%+15.3%0.137%
8/18/2025 Kestra Investment Management LLC314,688$16.37M0.5%+6.9%0.274%
8/15/2025 Equitable Holdings Inc.180,591$9.39M0.1%+105.4%0.157%
8/15/2025 Captrust Financial Advisors211,520$11.00M0.0%+0.5%0.184%
8/15/2025 Orion Porfolio Solutions LLC88,783$4.62M0.0%+23.1%0.077%
8/15/2025 MML Investors Services LLC526,520$27.39M0.1%+42.7%0.459%
8/15/2025 McIlrath & Eck LLC709,671$36.92M4.2%+4.3%0.619%
8/15/2025 IHT Wealth Management LLC42,613$2.22M0.1%-4.7%0.037%
8/15/2025 Great Valley Advisor Group Inc.35,439$1.84M0.0%+45.5%0.031%
8/15/2025 Gallagher Fiduciary Advisors LLC14,912$776K0.0%-88.1%0.013%
8/15/2025 EP Wealth Advisors LLC46,561$2.42M0.0%+20.5%0.041%
8/15/2025 Bank of America Corp DE1,654,774$86.08M0.0%+10.9%1.443%
8/14/2025 Jane Street Group LLC524,699$27.30M0.0%+301.9%0.457%
8/14/2025 Raymond 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%
8/14/2025 Betterment LLC8,387$436K0.0%-4.9%0.007%
8/14/2025 NewEdge Advisors LLC112,833$5.87M0.0%+49.8%0.098%
8/14/2025 Qube Research & Technologies Ltd18,761$976K0.0%+95.6%0.016%
8/13/2025 Victory Financial Group LLC450,340$23.43M3.7%+10.4%0.393%
8/13/2025 StoneX Group Inc.11,532$600K0.0%N/A0.010%
8/13/2025 Brown Advisory Inc.6,146$320K0.0%N/A0.005%
8/13/2025 Milestone Investment Advisors LLC319,085$16.60M4.3%+3.0%0.278%
8/13/2025 Baird Financial Group Inc.78,826$4.10M0.0%N/A0.069%
8/13/2025 WCG 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%
8/13/2025 Lido Advisors LLC169,806$8.83M0.0%+648.1%0.148%
8/13/2025 Level Four Advisory Services LLC44,222$2.30M0.1%+10.3%0.039%
8/13/2025 Northwestern Mutual Wealth Management Co.795,510$41.38M0.0%+11.6%0.694%
8/13/2025 Mayfair Advisory Group LLC30,977$1.68M0.8%+61.8%0.027%
8/13/2025 Choreo LLC5,172$269K0.0%N/A0.005%
8/12/2025 J.W. Cole Advisors Inc.21,744$1.13M0.0%+9.3%0.019%
8/12/2025 Steward Partners Investment Advisory LLC42,607$2.22M0.0%+1.9%0.037%
8/12/2025 CreativeOne Wealth LLC5,643$294K0.0%+23.0%0.005%
8/12/2025 Global Retirement Partners LLC75,273$3.92M0.1%N/A0.066%
8/12/2025 MAI Capital Management49,713$2.59M0.0%+0.9%0.043%
8/12/2025 JPMorgan Chase & Co.935,539$48.67M0.0%-2.8%0.816%
8/12/2025 PKS Advisory Services LLC5,852$304K0.1%+15.4%0.005%
8/11/2025 TD Waterhouse Canada Inc.611$32K0.0%N/A0.001%
8/11/2025 FSC Wealth Advisors LLC10,816$563K0.3%-2.4%0.009%
8/11/2025 Slagle Financial LLC46,387$2.41M1.0%-58.0%0.042%
8/8/2025 Rockefeller Capital Management L.P.143,911$7.49M0.0%+1.3%0.129%
8/8/2025 Kingsview Wealth Management LLC41,195$2.14M0.0%-6.0%0.037%
8/8/2025 Citizens Financial Group Inc. RI111,005$5.77M0.1%+2,042.1%0.100%
8/8/2025 Avantax Advisory Services Inc.457,765$23.81M0.1%+5.7%0.411%
8/8/2025 Sculati Wealth Management LLC136,002$7.08M2.7%+1,877.9%0.122%
8/8/2025 Thoroughbred Financial Services LLC135,172$7.03M0.5%+23.4%0.121%
8/8/2025 Cetera Investment Advisers972,004$50.56M0.1%+20.2%0.872%
8/8/2025 Creative Planning10,975$571K0.0%+19.8%0.010%
8/8/2025 Meridian Wealth Management LLC3,959$206K0.0%N/A0.004%
8/8/2025 Independence Financial Advisors LLC174,552$9.08M3.5%+6.6%0.157%
8/8/2025 Foundations Investment Advisors LLC23,916$1.24M0.0%+34.3%0.021%
8/8/2025 Smithfield Trust Co7,425$387K0.0%+17.9%0.007%
8/8/2025 SageOak Financial LLC6,129$319K0.3%-39.4%0.005%
8/8/2025 Horrell Capital Management Inc.750$39K0.0%N/A0.001%
8/8/2025 Advyzon Investment Management LLC6,607$344K0.1%N/A0.006%
8/7/2025 Lakeridge Wealth Management LLC335,907$17.47M8.0%+5.7%0.301%
8/7/2025 Allworth Financial LP547,991$28.51M0.1%+4.8%0.491%
8/7/2025 Summit X LLC20,853$1.09M0.2%N/A0.019%
8/6/2025 AE Wealth Management LLC44,850$2.33M0.0%-44.8%0.040%
8/6/2025 Soltis Investment Advisors LLC21,507$1.12M0.1%+1.7%0.019%
8/6/2025 Regimen Wealth LLC369,090$19.20M6.0%N/A0.331%
8/6/2025 Golden State Wealth Management LLC36,846$1.92M0.2%N/A0.033%
8/6/2025 Commonwealth Equity Services LLC3,348,866$174.21M0.2%-2.6%3.003%
8/6/2025 Atlantic Union Bankshares Corp1,250$65K0.0%N/A0.001%
8/6/2025 RFG Bristol Wealth Advisors LLC31,766$1.65M0.5%N/A0.028%
8/5/2025 GPS Wealth Strategies Group LLC111,442$5.80M0.7%+41.7%0.100%
8/5/2025 Westside Investment Management Inc.25,974$1.35M0.3%+15.6%0.023%
8/5/2025 Sigma Planning Corp28,168$1.47M0.0%+2.7%0.025%
8/5/2025 Mission Wealth Management LP7,580$394K0.0%+15.9%0.007%
8/5/2025 Beam Wealth Advisors Inc.34,274$1.78M0.5%+11.5%0.031%
8/5/2025 Atlas Private Wealth Advisors5,630$293K0.0%N/A0.005%
8/4/2025 Integrity Alliance LLC.44,860$2.33M0.1%+1.3%0.040%
8/4/2025 Kovack Advisors Inc.73,754$3.84M0.4%-63.8%0.066%
8/4/2025 Atria Investments Inc38,303$1.99M0.0%-76.1%0.034%
8/4/2025 Savvy Advisors Inc.17,497$910K0.1%-5.0%0.016%
8/4/2025 Assetmark Inc.473$25K0.0%+80.5%0.000%
8/4/2025 Keybank National Association OH6,883$358K0.0%N/A0.006%
8/4/2025 Arkadios Wealth Advisors500,499$26.04M0.8%+369.2%0.449%
8/4/2025 World Investment Advisors222,614$11.58M0.3%+2.6%0.200%
8/4/2025 Flagship Harbor Advisors LLC111,966$5.82M0.3%+554.3%0.100%
8/4/2025 Daymark Wealth Partners LLC8,876$462K0.0%-44.1%0.008%
8/1/2025 GWN Securities Inc.7,829$407K0.1%N/A0.007%
8/1/2025 Y Intercept Hong Kong Ltd14,782$769K0.0%N/A0.013%
8/1/2025 Schmidt P J Investment Management Inc.30,867$1.61M0.3%+35.2%0.028%
8/1/2025 Envestnet Asset Management Inc.1,648,459$85.75M0.0%+21.1%1.478%
7/31/2025 Prentice Wealth Management LLC238,266$12.40M3.3%+8.1%0.214%
7/30/2025 Strategic Blueprint LLC77,812$4.05M0.2%+981.2%0.070%
7/30/2025 Principle Wealth Partners LLC81,360$4.23M0.3%-0.4%0.073%
7/30/2025 TFB Advisors LLC4,879$254K0.1%+20.4%0.004%
7/30/2025 Retirement Planning Group LLC1,997,711$103.92M4.4%+9.3%1.792%
7/30/2025 D.A. Davidson & CO.124,675$6.49M0.0%+13.0%0.112%
(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, 377 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 359 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 21,205,375 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

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

Of the 102 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 2,486,646 shares in the last 24 months. This volume of shares sold represents approximately $125.95M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 9/5/2025 by MarketBeat.com Staff
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