Go Pro
→ PH: Do THESE 4 things to your bank account now … (From Weiss Ratings) (Ad)tc pixel Free FDVV Stock Alerts

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
Compare

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
Get FDVV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity High Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FDVV Institutional Buying and Selling by Quarter

Fidelity High Dividend ETF Major Shareholders & Ownership History

Export
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%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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.


Related Companies

This page (NYSEARCA:FDVV) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel