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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$49.60 -0.20 (-0.40%)
Closing price 04:10 PM Eastern
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$49.66 +0.05 (+0.11%)
As of 06:49 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)
265
Total
Institutional Inflows
(last 12 months)
$894.02M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$88.00M
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FDVV Institutional Buying and Selling by Quarter

Fidelity High Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Schmidt P J Investment Management Inc.22,832$1.13M0.2%+13.4%0.022%
5/20/2025 Flaharty Asset Management LLC1,171$58K0.0%N/A0.001%
5/20/2025 Integrity Alliance LLC.44,283$2.20M0.1%+9.1%0.044%
5/19/2025 Jane Street Group LLC130,568$6.48M0.0%-65.0%0.129%
5/16/2025 McIlrath & Eck LLC680,649$33.76M4.1%+10.6%0.695%
5/16/2025 Kestra Investment Management LLC294,263$14.60M0.5%+7.7%0.301%
5/16/2025 NewEdge Advisors LLC75,332$3.74M0.0%-14.1%0.077%
5/16/2025 Integrated Wealth Concepts LLC383,809$19.04M0.2%+7.5%0.392%
5/15/2025 Paragon Private Wealth Management LLC16,698$828K0.4%N/A0.017%
5/15/2025 EP Wealth Advisors LLC38,645$1.92M0.0%-2.8%0.039%
5/15/2025 Core Wealth Advisors Inc.19,492$967K0.3%+20.5%0.020%
5/15/2025 Royal Bank of Canada108,308$5.37M0.0%+6.0%0.111%
5/15/2025 Calton & Associates Inc.159,474$7.91M1.8%+400.7%0.163%
5/14/2025 Ieq Capital LLC14,811$735K0.0%N/A0.015%
5/14/2025 PKS Advisory Services LLC5,072$252K0.1%+15.1%0.005%
5/14/2025 Widmann Financial Services Inc.10,361$514K0.4%-2.1%0.011%
5/14/2025 WCG Wealth Advisors LLC87,985$4.36M0.3%-1.1%0.090%
5/14/2025 Full Sail Capital LLC6,000$298K0.0%N/A0.006%
5/14/2025 Synovus Financial Corp16,167$802K0.0%+17.8%0.017%
5/14/2025 Biondo Investment Advisors LLC35,960$1.78M0.3%-3.1%0.037%
5/14/2025 Northwestern Mutual Wealth Management Co.713,054$35.37M0.0%+20.2%0.728%
5/14/2025 Kestra Advisory Services LLC371,094$18.41M0.1%+4.4%0.379%
5/14/2025 Flow Traders U.S. LLC120,304$5.97M0.3%N/A0.123%
5/14/2025 Capital Analysts LLC1,068$53K0.0%-64.9%0.001%
5/14/2025 Level Four Advisory Services LLC40,105$1.99M0.1%+2.4%0.041%
5/13/2025 Brooklyn Investment Group2,826$140K0.0%-53.4%0.003%
5/13/2025 Raymond James Financial Inc.904,306$44.85M0.0%+62.6%0.924%
5/13/2025 Nations Financial Group Inc. IA ADV6,102$303K0.0%+3.9%0.006%
5/13/2025 HighTower Advisors LLC40,894$2.03M0.0%+80.2%0.042%
5/12/2025 FSA Wealth Partners Inc.73,016$3.62M1.4%-1.3%0.075%
5/12/2025 Savvy Advisors Inc.18,418$914K0.1%+5.7%0.019%
5/12/2025 LaSalle St. Investment Advisors LLC14,745$731K0.2%+2.1%0.015%
5/12/2025 Beam Wealth Advisors Inc.30,734$1.52M0.5%+10.1%0.031%
5/12/2025 Flagship Wealth Advisors LLC141,870$7.04M2.9%+260.9%0.145%
5/9/2025 Citizens Financial Group Inc. RI5,182$257K0.0%-16.3%0.005%
5/9/2025 Tidemark LLC1,925$95K0.0%+230.2%0.002%
5/9/2025 Atria Wealth Solutions Inc.55,184$2.74M0.0%+15.5%0.056%
5/9/2025 Thoroughbred Financial Services LLC109,517$5.43M0.3%+29.2%0.112%
5/9/2025 MWA Asset Management5,548$275K0.2%-6.3%0.006%
5/9/2025 Commonwealth Equity Services LLC3,438,466$170.55M0.2%+10.4%3.512%
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5/9/2025 Liberty Wealth Management LLC5,362$266K0.0%N/A0.005%
5/9/2025 Pathway Financial Advisers LLC48,883$2.43M0.8%+1.2%0.050%
5/8/2025 Baker Avenue Asset Management LP4,073$202K0.0%-10.0%0.004%
5/8/2025 Moors & Cabot Inc.8,197$407K0.0%+16.7%0.008%
5/8/2025 Certified Advisory Corp34,100$1.69M0.2%+5.2%0.035%
5/8/2025 US Bancorp DE4,422$219K0.0%-7.6%0.005%
5/8/2025 Nicolet Advisory Services LLC13,631$618K0.1%-24.6%0.014%
5/8/2025 Arkadios Wealth Advisors106,669$5.29M0.2%-0.8%0.109%
5/8/2025 Independence Financial Advisors LLC163,739$8.12M3.1%N/A0.167%
5/8/2025 FSA Advisors Inc.8,780$435K0.3%-6.4%0.009%
5/7/2025 Foundations Investment Advisors LLC17,814$884K0.0%+273.8%0.018%
5/7/2025 Richards Merrill & Peterson Inc.3,100$154K0.1%+13.8%0.003%
5/7/2025 LPL Financial LLC2,200,888$109.16M0.0%+19.7%2.248%
5/7/2025 Valued Retirements Inc.81,537$4.04M5.3%+15.5%0.083%
5/6/2025 Cetera Investment Advisers808,542$40.10M0.1%+28.5%0.826%
5/6/2025 Avantax Advisory Services Inc.433,020$21.48M0.1%+49.5%0.442%
5/6/2025 Principle Wealth Partners LLC81,664$4.05M0.3%+6.8%0.083%
5/6/2025 Kovack Advisors Inc.203,588$10.10M1.1%+0.7%0.208%
5/6/2025 BG Investment Services Inc.50,796$2.52M2.7%+74.8%0.052%
5/6/2025 AE Wealth Management LLC81,259$4.03M0.0%+3.7%0.083%
5/6/2025 IMA Advisory Services Inc.560$28K0.0%N/A0.001%
5/6/2025 Carbahal Olsen Financial Services Group LLC122,101$6.06M5.7%+0.8%0.125%
5/6/2025 Advisors Preferred LLC22,752$1.13M0.2%+64.3%0.023%
5/6/2025 Financial Partners Group Inc4,542$225K0.0%-30.5%0.005%
5/6/2025 PFG Advisors43,778$2.17M0.1%+132.5%0.045%
5/5/2025 J.W. Cole Advisors Inc.19,894$987K0.0%N/A0.020%
5/5/2025 IFP Advisors Inc151,803$7.53M0.2%-1.3%0.155%
5/5/2025 OneAscent Financial Services LLC33,629$1.67M0.1%-3.8%0.034%
5/5/2025 Kestra Private Wealth Services LLC90,546$4.49M0.1%-6.5%0.092%
5/5/2025 Private Advisor Group LLC96,577$4.79M0.0%+10.4%0.099%
5/5/2025 Archer Investment Corp2,878$143K0.0%+46.6%0.003%
5/5/2025 Creekmur Asset Management LLC700$35K0.0%N/A0.001%
5/2/2025 Independent Wealth Network Inc.7,062$350K0.1%N/A0.007%
5/2/2025 Kingsview Wealth Management LLC43,818$2.17M0.0%+32.9%0.045%
5/2/2025 Dynasty Wealth Management LLC591,064$29.32M0.4%N/A0.604%
5/2/2025 Mayflower Financial Advisors LLC4,047$201K0.0%N/A0.004%
5/2/2025 Lineweaver Wealth Advisors LLC114,815$5.70M1.0%-3.4%0.117%
5/2/2025 Cullen Frost Bankers Inc.24,999$1.24M0.0%+203.3%0.026%
5/2/2025 Larson Financial Group LLC7,400$367K0.0%+25.3%0.008%
5/2/2025 Melfa Wealth Management Inc.18,573$921K0.6%+6.4%0.019%
5/2/2025 BluePointe Capital Management LLC142,826$7.08M2.7%+2.9%0.146%
5/2/2025 SageOak Financial LLC10,107$501K0.4%-49.1%0.010%
5/2/2025 Bogart Wealth LLC803$40K0.0%+299.5%0.001%
5/2/2025 Sigma Planning Corp27,415$1.36M0.0%+18.5%0.028%
5/2/2025 Catalyst Financial Partners LLC4,155$206K0.0%N/A0.004%
5/1/2025 Iron Horse Wealth Management LLC686$34K0.0%N/A0.001%
5/1/2025 Stephens Inc. AR120,661$5.99M0.1%+20.4%0.123%
5/1/2025 Fifth Third Securities Inc.156,146$7.75M0.7%+14.3%0.159%
5/1/2025 Barry Investment Advisors LLC41,339$2.05M0.5%+2.5%0.042%
5/1/2025 Greater Midwest Financial Group LLC5,474$272K0.2%-36.6%0.006%
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4/30/2025 Allworth Financial LP522,775$24.84M0.1%+2.5%0.534%
4/30/2025 POM Investment Strategies LLC2,000$99K0.1%N/A0.002%
4/30/2025 Slagle Financial LLC110,544$5.48M2.4%+18.4%0.113%
4/30/2025 Principal Securities Inc.50,631$2.53M0.1%+2.7%0.052%
4/30/2025 Stratos Wealth Partners LTD.6,100$303K0.0%-82.0%0.006%
4/29/2025 Brass Tax Wealth Management Inc.8,658$429K0.1%+53.2%0.009%
4/29/2025 Envestnet Asset Management Inc.1,361,393$67.53M0.0%+20.6%1.391%
4/29/2025 Investor s Fiduciary Advisor Network LLC10,967$543K0.3%+8.9%0.011%
4/29/2025 McGlone Suttner Wealth Management Inc.112,368$5.57M0.9%+2.3%0.115%
4/29/2025 Concurrent Investment Advisors LLC42,676$2.12M0.1%+3.7%0.044%
(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, 330 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 FDVV's institutional investors.

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

Of the 308 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 ($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 23,304,591 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

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

Of the 112 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 ($461.61K), Greater Midwest Financial Group LLC ($270.75K), Mascoma Wealth Management LLC ($259.97K), Childress Capital Advisors LLC ($212.65K), Envestnet Asset Management Inc. ($122.69K), Susquehanna International Group LLP ($113.70K), and Madrona Financial Services LLC ($101.24K).

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

Institutional investors have sold a total of 2,583,380 shares in the last 24 months. This volume of shares sold represents approximately $121.93M in transactions.



This page (NYSEARCA:FDVV) was last updated on 5/22/2025 by MarketBeat.com Staff
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