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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$61.28 0.00 (0.00%)
As of 07/2/2026 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)
370
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$214.48M
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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
6/22/2026Sapient Capital LLC89,039$4.92M0.1%+49.4%0.057%
6/18/2026Western Wealth Management LLC2,329$129K0.0%N/A0.001%
6/12/2026S&A Financial Services Inc.43,714$2.42M1.7%N/A0.028%
6/4/2026Midwest Financial Network LLC6,647$367K0.3%N/A0.004%
6/3/2026NewEdge Advisors LLC107,702$5.95M0.0%+8.5%0.069%
6/1/2026Flagship Wealth Advisors LLC169,118$8.80M3.6%-30.9%0.109%
6/1/2026Keel Point LLC8,023$443K0.0%-3.0%0.005%
5/26/2026Glenmede Trust Co. NA2,366$131K0.0%+330.2%0.002%
5/26/2026Summit Financial Wealth Advisors LLC84,190$4.65M0.7%+23.7%0.054%
5/20/2026Leigh Baldwin & CO. LLC16,769$926K0.6%+10.5%0.011%
5/19/2026Western Wealth Management LLC2,329$129K0.0%N/A0.001%
5/19/2026McIlrath & Eck LLC736,989$40.71M3.0%+8.3%0.474%
5/19/2026Cornerstone Wealth LLC TN203,646$11.96M6.8%N/A0.131%
5/19/2026Paragon Private Wealth Management LLC30,349$1.68M0.5%+22.3%0.020%
5/19/2026NewEdge Advisors LLC79,140$4.37M0.1%-20.3%0.051%
5/19/2026Bank of America Corp DE2,367,217$130.77M0.0%+4.6%1.522%
5/19/2026Centaurus Financial Inc.18,432$1.02M0.0%-1.0%0.012%
5/19/2026Arkadios Wealth Advisors760,005$41.98M0.7%+28.7%0.489%
5/18/2026Sunbelt Securities Inc.45,741$2.53M0.2%+42.6%0.029%
5/18/2026Core Wealth Advisors Inc.34,074$1.88M0.4%+32.6%0.022%
5/18/2026Royal Bank of Canada595,227$32.88M0.0%+246.4%0.383%
5/15/2026Gateway Wealth Partners LLC7,414$409K0.0%+65.9%0.005%
5/15/2026Everest Financial Group LLC24,286$1.34M0.2%+7.4%0.016%
5/15/2026Waverly Advisors LLC19,881$1.10M0.0%+2.3%0.013%
5/14/2026Hilltop Holdings Inc.45,794$2.53M0.2%-1.5%0.029%
5/14/2026Lido Advisors LLC177,546$9.80M0.0%-27.2%0.114%
5/13/2026Cetera Investment Advisers2,017,386$111.44M0.1%+15.7%1.297%
5/13/2026Godshalk Welsh Capital Management Inc.39,919$2.21M1.3%+7.6%0.026%
5/13/2026First Trust Advisors LP3,951$218K0.0%-12.4%0.003%
5/7/2026Florida Financial Advisors LLC19,498$1.08M0.3%+348.3%0.013%
5/7/2026Earned Wealth Advisors LLC33,590$1.86M0.1%-2.4%0.022%
5/7/2026Marshall & Sterling Wealth Advisors Inc.105,300$5.82M3.8%+7.9%0.068%
5/7/2026Regimen Wealth LLC273,397$15.10M4.4%-25.1%0.176%
5/7/2026Vision Retirement LLC3,209$177K0.1%N/A0.002%
5/7/2026Spartan Wealth Advisory Services LLC11,500$635K0.1%N/A0.007%
5/7/2026Crescent Grove Advisors LLC9,179$507K0.0%+24.6%0.006%
5/6/2026Cornerstone Planning Group LLC18,624$1.09M0.2%+2,182.4%0.012%
5/6/2026Assetmark Inc.7,221$399K0.0%+260.7%0.005%
5/6/2026Bessemer Group Inc.1,020$56K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC62,041$3.43M0.1%N/A0.040%
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5/6/2026Dahring Cusmano LLC65,759$3.63M2.2%+452.6%0.042%
5/6/2026Gaddis Premier Wealth Advisors LLC12,478$689K0.5%+7.2%0.008%
5/5/2026D.A. Davidson & CO.315,092$17.41M0.1%+2.6%0.203%
5/5/2026RFG Bristol Wealth Advisors LLC59,332$3.28M0.9%+14.1%0.038%
5/5/2026Milestone Investment Advisors LLC326,052$18.01M4.4%+2.0%0.210%
5/5/2026Ethos Financial Group LLC72,285$3.99M0.3%N/A0.046%
5/5/2026Advisors Preferred LLC6,242$345K0.1%+74.9%0.004%
5/5/2026Sanctuary Advisors LLC161,317$8.91M0.0%-6.0%0.104%
5/5/2026Sigma Planning Corp38,280$2.12M0.1%+1.4%0.025%
5/4/2026Retirement Planning Group LLC2,532,542$139.90M4.3%+9.4%1.629%
5/4/2026HBW Advisory Services LLC54,779$3.03M0.3%-3.9%0.035%
5/4/2026Uptick Partners LLC59,316$3.28M0.7%+15.8%0.038%
5/2/2026Global Assets Advisory LLC647$36K0.0%N/A0.000%
5/2/2026International Assets Investment Management LLC38,214$2.12M0.0%-3.4%0.025%
5/2/2026Castleview Partners LLC53,925$2.98M1.5%-12.5%0.035%
5/2/2026United Bank5,978$330K0.1%N/A0.004%
5/2/2026Diversify Wealth Management LLC21,403$1.25M0.0%-39.6%0.014%
5/2/2026Valmark Advisers Inc.27,681$1.53M0.0%-63.3%0.018%
5/1/2026Citizens Financial Group Inc. RI111,225$6.14M0.1%+2.6%0.072%
5/1/2026Fifth Third Bancorp1,902$105K0.0%+1,802.0%0.001%
5/1/2026Sovran Advisors LLC23,922$1.41M0.1%-31.2%0.015%
5/1/2026Ball & Co Wealth Management Inc.8,706$480K0.4%+5.6%0.006%
5/1/2026Sequoia Financial Advisors LLC13,872$766K0.0%-18.5%0.009%
5/1/2026Mascoma Wealth Management LLC27,627$1.53M0.3%-12.7%0.018%
4/30/2026Kestra Advisory Services LLC1,077,418$59.52M0.2%+16.6%0.694%
4/30/2026Base Wealth Management LLC137,159$7.58M4.2%-4.8%0.088%
4/29/2026Childress Capital Advisors LLC656,040$36.24M6.5%-18.5%0.423%
4/29/2026Clearwave Capital LLC74,649$4.12M2.8%+5.3%0.048%
4/29/2026Clare Market Investments LLC25,300$1.40M0.3%N/A0.016%
4/29/2026Integrated Advisors Network LLC25,376$1.40M0.1%-23.8%0.016%
4/29/2026Investment Advisory Services Group LLC127,308$7.03M6.1%+9.5%0.082%
4/28/2026PUREfi Wealth LLC4,287$237K0.2%N/A0.003%
4/28/2026Bogart Wealth LLC2,080$115K0.0%+17.4%0.001%
4/28/2026Stephens Inc. AR144,216$7.97M0.1%+4.1%0.093%
4/28/2026LVZ Inc.19,547$1.08M0.1%+3.2%0.013%
4/28/2026Private Wealth Partners LLC22,800$1.26M0.1%-2.1%0.015%
4/28/2026Koshinski Asset Management Inc.71,866$3.97M0.2%+32.3%0.046%
4/28/2026Meramec Financial Planners LLC1,059$63K0.0%N/A0.001%
4/27/2026PFG Investments LLC32,883$1.82M0.1%+4.8%0.021%
4/27/2026Baer Investment Advisory LLC548,990$30.33M3.7%N/A0.355%
4/27/2026World Investment Advisors285,894$15.79M0.3%+1.2%0.185%
4/27/2026Private Advisor Group LLC579,605$32.02M0.2%+20.2%0.375%
4/27/2026Sound Income Strategies LLC10,114$560K0.0%+8.8%0.007%
4/25/2026Axis Wealth Partners LLC67,510$3.73M2.0%+0.6%0.044%
4/24/2026Prospect Financial Services LLC21,514$1.19M0.7%-1.8%0.014%
4/23/2026Mayflower Financial Advisors LLC23,635$1.31M0.1%+485.3%0.015%
4/23/2026Pathway Financial Advisers LLC133,693$7.39M2.1%+1.3%0.086%
4/23/2026Flagstar Advisors Inc.75,315$4.16M1.5%+13.8%0.049%
4/23/2026Marmo Financial Group LLC105,667$5.84M2.9%-3.5%0.068%
4/23/2026Brown Miller Wealth Management LLC7,786$430K0.1%-9.5%0.005%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

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4/23/2026Barry Investment Advisors LLC41,963$2.32M0.5%-2.7%0.027%
4/23/2026Wetzel Investment Advisors Inc.6,811$376K0.1%+51.5%0.004%
4/22/2026LifeSteps Financial Inc.3,651$202K0.1%N/A0.002%
4/22/2026Patriot Financial Group Insurance Agency LLC174,898$9.66M0.5%+100.6%0.113%
4/22/2026Janney Montgomery Scott LLC153,379$8.47M0.0%-45.8%0.099%
4/22/2026Harbor Asset Planning Inc.22,824$1.26M1.1%+0.8%0.015%
4/22/2026Rooted Wealth Advisors Inc.224,650$13.29M3.4%+8.5%0.145%
4/21/2026Fullerton Advisors LLC87,723$4.85M5.0%+1.0%0.057%
4/21/2026Powers Advisory Group LLC140,730$7.77M2.7%+21.5%0.091%
4/21/2026RCS Financial Planning LLC10,310$570K0.3%N/A0.007%


FDVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 475 institutional investors and hedge funds held shares of Fidelity High Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($349.25M), Commonwealth Equity Services LLC ($172.04M), Morgan Stanley ($142.86M), Retirement Planning Group LLC ($139.90M), Bank of America Corp DE ($130.77M), Raymond James Financial Inc. ($117.79M), and Cetera Investment Advisers ($111.44M).Learn more on Fidelity High Dividend ETF's institutional investors.

Of the 458 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: LPL Financial LLC ($2.92M), Raymond James Financial Inc. ($2.63M), Retirement Planning Group LLC ($2.34M), Commonwealth Equity Services LLC ($1.27M), Bank of America Corp DE ($1.03M), Cetera Investment Advisers ($994.89K), and Envestnet Asset Management Inc. ($979.73K).

Institutional investors have bought a total of 22,194,323 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

Of the 134 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: Northwestern Mutual Wealth Management Co. ($895.24K), Commonwealth Equity Services LLC ($479.20K), Childress Capital Advisors LLC ($234.84K), Janney Montgomery Scott LLC ($129.84K), Kovack Advisors Inc. ($129.83K), Prime Capital Investment Advisors LLC ($127.00K), and Atria Investments Inc ($121.99K).

Institutional investors have sold a total of 3,892,058 shares in the last 24 months. This volume of shares sold represents approximately $214.48M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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