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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$56.00 +0.27 (+0.48%)
Closing price 10/3/2025 04:10 PM Eastern
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$56.10 +0.10 (+0.18%)
As of 07:16 AM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity High Dividend ETF (NYSEARCA:FDVV)

Number of
Institutional Buyers
(last 12 months)
315
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$127.99M
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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
10/3/2025 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%
9/24/2025Fortitude 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%
8/14/2025Darwin 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%
8/13/2025Valued 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%
8/8/2025Sculati Wealth Management LLC136,002$7.08M2.7%+1,877.9%0.122%
8/8/2025Thoroughbred Financial Services LLC135,172$7.03M0.5%+23.4%0.121%
8/8/2025Cetera Investment Advisers972,004$50.56M0.1%+20.2%0.872%
8/8/2025Creative Planning10,975$571K0.0%+19.8%0.010%
8/8/2025Meridian Wealth Management LLC3,959$206K0.0%N/A0.004%
8/8/2025Independence Financial Advisors LLC174,552$9.08M3.5%+6.6%0.157%
8/8/2025Foundations Investment Advisors LLC23,916$1.24M0.0%+34.3%0.021%
8/8/2025Smithfield Trust Co7,425$387K0.0%+17.9%0.007%
8/8/2025SageOak Financial LLC6,129$319K0.3%-39.4%0.005%
8/8/2025Horrell Capital Management Inc.750$39K0.0%N/A0.001%
8/8/2025Advyzon Investment Management LLC6,607$344K0.1%N/A0.006%
8/7/2025Lakeridge Wealth Management LLC335,907$17.47M8.0%+5.7%0.301%
8/7/2025Allworth Financial LP547,991$28.51M0.1%+4.8%0.491%
8/7/2025Summit X LLC20,853$1.09M0.2%N/A0.019%
8/6/2025AE Wealth Management LLC44,850$2.33M0.0%-44.8%0.040%
8/6/2025Soltis Investment Advisors LLC21,507$1.12M0.1%+1.7%0.019%
8/6/2025Regimen Wealth LLC369,090$19.20M6.0%N/A0.331%
8/6/2025Golden State Wealth Management LLC36,846$1.92M0.2%N/A0.033%
8/6/2025Commonwealth Equity Services LLC3,348,866$174.21M0.2%-2.6%3.003%
8/6/2025Atlantic Union Bankshares Corp1,250$65K0.0%N/A0.001%
8/6/2025RFG Bristol Wealth Advisors LLC31,766$1.65M0.5%N/A0.028%
8/5/2025GPS Wealth Strategies Group LLC111,442$5.80M0.7%+41.7%0.100%
8/5/2025Westside Investment Management Inc.25,974$1.35M0.3%+15.6%0.023%
8/5/2025Sigma Planning Corp28,168$1.47M0.0%+2.7%0.025%
8/5/2025Mission Wealth Management LP7,580$394K0.0%+15.9%0.007%
8/5/2025Beam Wealth Advisors Inc.34,274$1.78M0.5%+11.5%0.031%
8/5/2025Atlas Private Wealth Advisors5,630$293K0.0%N/A0.005%
8/4/2025Integrity Alliance LLC.44,860$2.33M0.1%+1.3%0.040%
8/4/2025Kovack Advisors Inc.73,754$3.84M0.4%-63.8%0.066%
8/4/2025Atria Investments Inc38,303$1.99M0.0%-76.1%0.034%
8/4/2025Savvy Advisors Inc.17,497$910K0.1%-5.0%0.016%
8/4/2025Assetmark Inc.473$25K0.0%+80.5%0.000%
8/4/2025Keybank National Association OH6,883$358K0.0%N/A0.006%
8/4/2025Arkadios Wealth Advisors500,499$26.04M0.8%+369.2%0.449%
8/4/2025World Investment Advisors222,614$11.58M0.3%+2.6%0.200%
8/4/2025Flagship Harbor Advisors LLC111,966$5.82M0.3%+554.3%0.100%
8/4/2025Daymark Wealth Partners LLC8,876$462K0.0%-44.1%0.008%
8/1/2025GWN Securities Inc.7,829$407K0.1%N/A0.007%
8/1/2025Y Intercept Hong Kong Ltd14,782$769K0.0%N/A0.013%
8/1/2025Schmidt P J Investment Management Inc.30,867$1.61M0.3%+35.2%0.028%
8/1/2025Envestnet Asset Management Inc.1,648,459$85.75M0.0%+21.1%1.478%
7/31/2025Prentice Wealth Management LLC238,266$12.40M3.3%+8.1%0.214%
7/30/2025Strategic Blueprint LLC77,812$4.05M0.2%+981.2%0.070%
7/30/2025Principle Wealth Partners LLC81,360$4.23M0.3%-0.4%0.073%
(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, 379 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 360 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 21,145,701 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 103 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 2,525,956 shares in the last 24 months. This volume of shares sold represents approximately $127.99M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 10/6/2025 by MarketBeat.com Staff
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