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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$54.18 +0.18 (+0.32%)
As of 03:15 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)
282
Total
Institutional Inflows
(last 12 months)
$899.22M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$97.65M
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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
7/25/2025Ellis Investment Partners LLC4,828$251K0.0%+5.2%0.004%
7/25/2025CWM LLC1,392$72K0.0%-19.9%0.001%
7/25/2025Concurrent Investment Advisors LLC36,454$1.90M0.0%-14.6%0.033%
7/25/2025Investment Advisory Group LLC6,481$337K0.1%N/A0.006%
7/24/2025Cyndeo Wealth Partners LLC14,187$738K0.0%+14.7%0.013%
7/24/2025IFP Advisors Inc161,837$8.42M0.2%+6.6%0.145%
7/23/2025 Valmark Advisers Inc.70,722$3.68M0.1%+4.0%0.064%
7/23/2025 Foresight Capital Management Advisors Inc.72,825$3.79M2.2%+3.4%0.066%
7/23/2025 Prime Capital Investment Advisors LLC300,474$15.63M0.2%-29.5%0.271%
7/22/2025 Valley National Advisers Inc.7,945$413K0.1%+10.6%0.007%
7/22/2025 DAVENPORT & Co LLC26,292$1.37M0.0%+277.1%0.024%
7/22/2025 Mascoma Wealth Management LLC41,127$2.14M0.5%-18.8%0.037%
7/22/2025 Brown Miller Wealth Management LLC8,600$447K0.1%-5.5%0.008%
7/22/2025 Wealthcare Advisory Partners LLC3,945$205K0.0%N/A0.004%
7/21/2025 Precedent Wealth Partners LLC25,894$1.35M0.3%-1.2%0.023%
7/21/2025 Fairvoy Private Wealth LLC7,680$400K0.1%+4.3%0.007%
7/21/2025 Ameritas Advisory Services LLC10,398$541K0.0%-38.4%0.009%
7/21/2025 FSA Wealth Partners Inc.141,107$7.34M3.5%+93.3%0.127%
7/21/2025 Patriot Financial Group Insurance Agency LLC84,525$4.40M0.5%+2.0%0.076%
7/18/2025 Consolidated Planning Corp22,798$1.19M0.1%-1.4%0.020%
7/18/2025 Childress Capital Advisors LLC826,517$43.00M10.8%-3.2%0.741%
7/18/2025 PFG Investments LLC29,398$1.53M0.1%+121.3%0.026%
7/18/2025 Truist Financial Corp160,732$8.36M0.0%-3.5%0.144%
7/18/2025 Powers Advisory Group LLC54,788$2.85M1.3%+135.4%0.049%
7/17/2025 Melfa Wealth Management Inc.18,929$985K0.6%+1.9%0.017%
7/17/2025 Janney Montgomery Scott LLC53,594$2.79M0.0%+55.8%0.048%
7/17/2025 Fifth Third Securities Inc.210,364$10.94M0.8%+34.7%0.190%
7/17/2025 ERn Financial LLC21,760$1.13M0.2%N/A0.020%
7/17/2025 Investment Advisory Services Inc. TX ADV61,911$3.22M1.1%N/A0.056%
7/17/2025 Barry Investment Advisors LLC41,908$2.18M0.5%+1.4%0.038%
7/17/2025 KWB Wealth69,956$3.47M0.4%N/A0.063%
7/16/2025 Marmo Financial Group LLC117,146$6.09M3.0%+3.4%0.106%
7/16/2025 Independent Wealth Network Inc.7,612$396K0.1%+7.8%0.007%
7/16/2025 New Insight Wealth Advisors20,598$1.07M0.4%N/A0.019%
7/16/2025 Essex Financial Services Inc.80,332$4.18M0.3%+5.6%0.073%
7/16/2025 Perigon Wealth Management LLC23,530$1.22M0.0%-2.0%0.021%
7/16/2025 Octavia Wealth Advisors LLC23,378$1.22M0.1%-5.8%0.021%
7/16/2025 Castleview Partners LLC54,094$2.81M1.8%+107.2%0.049%
7/15/2025 Centerline Wealth Advisors LLC66,914$3.48M1.7%N/A0.060%
7/15/2025 Accurate Wealth Management LLC13,852$739K0.1%+2.0%0.013%
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7/15/2025 Axis Wealth Partners LLC66,590$3.46M2.3%+7.4%0.060%
7/15/2025 Sheets Smith Wealth Management46,070$2.40M0.3%+2.0%0.042%
7/15/2025 LVZ Inc.18,826$979K0.1%+10.5%0.017%
7/14/2025 AdvisorNet Financial Inc113,906$5.93M0.4%+3.0%0.103%
7/14/2025 KFG Wealth Management LLC29,139$1.52M0.2%+28.0%0.026%
7/14/2025 McGlone Suttner Wealth Management Inc.114,388$5.95M0.9%+1.8%0.104%
7/14/2025 Flagstar Advisors Inc.49,362$2.57M0.7%+625.4%0.045%
7/14/2025 Southland Equity Partners LLC6,499$338K0.1%+46.9%0.006%
7/14/2025 Sowell Financial Services LLC19,903$1.04M0.0%+26.9%0.018%
7/11/2025 Silver Oak Securities Incorporated53,585$2.79M0.2%+3.4%0.049%
7/11/2025 MKD Wealth Coaches LLC4,481$233K0.2%N/A0.004%
7/10/2025 Redhawk Wealth Advisors Inc.27,672$1.44M0.2%N/A0.025%
7/10/2025 Community Trust & Investment Co.14,030$730K0.0%-10.8%0.013%
7/10/2025 Wealth Enhancement Advisory Services LLC103,727$5.52M0.0%-2.9%0.094%
7/10/2025 Capital Advisory Group Advisory Services LLC24,463$1.27M0.5%-1.2%0.022%
7/10/2025 KMG Fiduciary Partners LLC5,167$269K0.0%N/A0.005%
7/10/2025 Sovran Advisors LLC37,690$1.99M0.2%-12.2%0.034%
7/9/2025 Lineweaver Wealth Advisors LLC114,122$5.94M0.9%-0.6%0.104%
7/9/2025 Sapient Capital LLC20,126$1.05M0.0%N/A0.018%
7/9/2025 Fiduciary Alliance LLC4,599$239K0.0%N/A0.004%
7/9/2025 WealthCare Investment Partners LLC11,228$597K0.2%+10.4%0.010%
7/8/2025 Ballew Advisors Inc29,265$1.56M0.9%+0.9%0.027%
7/7/2025 Accelerate Investment Advisors LLC5,810$302K0.2%N/A0.005%
7/7/2025 Nova Wealth Management Inc.8,547$445K0.3%+448.9%0.008%
7/7/2025 Centurion Wealth Management LLC5,688$296K0.1%-3.3%0.005%
7/7/2025 TruWealth Advisors LLC24,749$1.29M0.1%+53.9%0.023%
7/2/2025 Dentgroup LLC150,578$7.83M5.4%-0.4%0.139%
7/2/2025 HBW Advisory Services LLC55,256$2.87M0.4%+35.0%0.051%
6/24/2025 Rainier Family Wealth Inc.22,331$1.11M1.3%N/A0.022%
5/29/2025 Nova 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%
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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%
(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, 348 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 328 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 ($1.71M), 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 18,074,891 shares in the last 24 months. This purchase volume represents approximately $899.22M in transactions.

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

Of the 91 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), Prime Capital Investment Advisors LLC ($128.73K), 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 1,957,547 shares in the last 24 months. This volume of shares sold represents approximately $97.65M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 7/25/2025 by MarketBeat.com Staff
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