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Fidelity High Dividend ETF (FDVV) Institutional Ownership

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$44.41
+0.06 (+0.14%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity High Dividend ETF (NYSEARCA:FDVV)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$189.37M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$26.45M
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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
4/26/2024LifeSteps Financial Inc.870$39K0.0%N/A0.002%
4/26/2024Schmidt P J Investment Management Inc.6,931$314K0.1%+26.2%0.012%
4/26/2024Verdence Capital Advisors LLC8,053$365K0.0%N/A0.014%
4/25/2024 Cambridge Investment Research Advisors Inc.254,940$11.55M0.0%+32.0%0.450%
4/24/2024 Childress Capital Advisors LLC547,507$24.81M7.2%-4.8%0.966%
4/24/2024 Spire Wealth Management7,175$325K0.0%-5.4%0.013%
4/24/2024 Essex Financial Services Inc.54,240$2.46M0.2%+40.6%0.096%
4/23/2024 Global Retirement Partners LLC6,444$292K0.0%+471.8%0.011%
4/23/2024 Nations Financial Group Inc. IA ADV4,810$218K0.0%N/A0.008%
4/23/2024 Principle Wealth Partners LLC59,973$2.72M0.2%+5.9%0.106%
4/23/2024 Accurate Wealth Management LLC14,980$652K0.2%-35.3%0.026%
4/23/2024 Raymond James Financial Services Advisors Inc.221,635$10.04M0.0%+10.5%0.391%
4/22/2024 Marmo Financial Group LLC90,800$4.11M2.5%+5.4%0.160%
4/19/2024 Powers Advisory Group LLC9,908$449K0.3%N/A0.024%
4/19/2024 Kovack Advisors Inc.84,543$3.83M0.5%+0.7%0.209%
4/19/2024 Westside Investment Management Inc.12,465$565K0.1%+44.9%0.031%
4/19/2024 Valley National Advisers Inc.3,042$137K0.0%+19.1%0.008%
4/19/2024 KFG Wealth Management LLC7,252$329K0.1%N/A0.018%
4/18/2024 Barry Investment Advisors LLC31,636$1.43M0.5%N/A0.078%
4/16/2024 OneAscent Financial Services LLC36,396$1.65M0.2%-2.3%0.090%
4/16/2024 Calton & Associates Inc.22,587$1.02M0.5%-24.1%0.056%
4/16/2024 LongView Wealth Management12,094$548K0.2%+12.5%0.030%
4/15/2024 WealthCare Investment Partners LLC9,359$424K0.2%N/A0.023%
4/15/2024 Sunbelt Securities Inc.6,594$299K0.0%-6.8%0.016%
4/15/2024 Kingswood Wealth Advisors LLC4,974$225K0.0%-15.0%0.012%
4/13/2024 Retirement Planning Group LLC190,921$8.65M0.7%+9.9%0.471%
4/12/2024 Global Assets Advisory LLC11,057$501K0.0%N/A0.027%
4/12/2024 AdvisorNet Financial Inc102,646$4.65M0.4%+0.6%0.253%
4/11/2024 RFG Advisory LLC111,416$5.05M0.2%+6.1%0.275%
4/3/2024 Arden Trust Co225,499$10.22M1.4%N/A0.557%
3/28/2024 Newbridge Financial Services Group Inc.5,611$237K0.1%-22.5%0.014%
3/15/2024B. Riley Wealth Advisors Inc.23,570$997K0.0%+40.6%0.058%
3/8/2024ICA Group Wealth Management LLC2,030$86K0.0%N/A0.005%
3/5/2024Slagle Financial LLC119,970$5.07M0.6%+174.1%0.296%
2/28/2024EP Wealth Advisors LLC46,743$1.98M0.0%-10.3%0.115%
2/26/2024Integrated Advisors Network LLC17,776$752K0.0%+6.3%0.044%
2/16/2024 Childress Capital Advisors LLC574,907$24.31M7.3%-16.6%1.420%
2/16/2024Aspect Partners LLC5,840$247K0.2%N/A0.014%
2/15/2024Gallagher Fiduciary Advisors LLC95,950$4.06M0.1%N/A0.237%
2/14/2024Core Wealth Advisors Inc.11,425$483K0.2%+2.4%0.028%
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2/14/2024Personal CFO Solutions LLC86,004$3.64M0.6%+4.4%0.212%
2/13/2024Stephens Inc. AR22,180$938K0.0%N/A0.055%
2/13/2024Bollard Group LLC136,048$5.75M0.2%+1.0%0.336%
2/13/2024Cetera Advisor Networks LLC160,367$6.78M0.0%+7.8%0.396%
2/13/2024Tower Research Capital LLC TRC 641$27K0.0%N/A0.002%
2/12/2024Stifel Financial Corp186,775$7.90M0.0%+0.6%0.461%
2/12/2024Steward Partners Investment Advisory LLC14,128$597K0.0%+4.5%0.035%
2/12/2024Godshalk Welsh Capital Management Inc.21,675$916K0.7%+9.5%0.054%
2/9/2024Advisory Services Network LLC74,219$3.14M0.1%+317.4%0.183%
2/9/2024 Cambridge Investment Research Advisors Inc.193,067$8.16M0.0%+12.5%0.477%
2/9/2024Certified Advisory Corp14,124$597K0.1%N/A0.035%
2/9/2024Wells Fargo & Company MN474,633$20.07M0.0%+27.5%1.172%
2/9/2024Thoroughbred Financial Services LLC39,920$1.69M0.1%+19.5%0.099%
2/9/2024Gladstone Institutional Advisory LLC41,987$1.78M0.1%+7.8%0.104%
2/8/2024Kingsview Wealth Management LLC12,108$512K0.0%N/A0.030%
2/8/2024Janney Montgomery Scott LLC11,921$504K0.0%N/A0.029%
2/8/2024Advisor OS LLC7,504$317K0.0%N/A0.019%
2/8/2024Shared Vision Wealth Group LLC5,700$241K0.2%N/A0.014%
2/7/2024Avantax Advisory Services Inc.121,529$5.14M0.1%+26.1%0.300%
2/7/2024Envestnet Portfolio Solutions Inc.13,407$567K0.0%+13.1%0.033%
2/7/2024 NBC Securities Inc.10,346$437K0.0%-8.0%0.026%
2/7/2024 Calton & Associates Inc.29,773$1.26M0.5%+234.4%0.074%
2/7/2024Smithfield Trust Co6,200$262K0.0%N/A0.015%
2/7/2024Principal Securities Inc.21,112$893K0.0%N/A0.052%
2/7/2024Concourse Financial Group Securities Inc.12,899$545K0.0%+29.3%0.032%
2/6/2024Lincoln National Corp213,802$9.04M0.2%+9.0%0.528%
2/6/2024Private Advisor Group LLC39,075$1.65M0.0%+11.0%0.096%
2/6/2024 Spire Wealth Management7,586$323K0.0%+143.1%0.019%
2/6/2024SRS Capital Advisors Inc.3,896$165K0.0%+28.6%0.010%
2/6/2024Commonwealth Equity Services LLC1,876,634$79.34M0.1%+13.2%4.634%
2/6/2024McIlrath & Eck LLC397,057$16.79M3.0%+11.2%0.980%
2/6/2024 Essex Financial Services Inc.38,591$1.63M0.2%+36.8%0.095%
2/5/2024Mission Wealth Management LP6,811$288K0.0%N/A0.017%
2/5/2024Kestra Private Wealth Services LLC84,367$3.57M0.1%-1.2%0.208%
2/5/2024Choreo LLC5,029$213K0.0%N/A0.012%
2/5/2024 Principle Wealth Partners LLC56,613$2.39M0.2%+24.6%0.140%
2/5/2024Consolidated Planning Corp33,819$1.43M0.3%-16.0%0.084%
2/2/2024Private Wealth Partners LLC23,100$977K0.1%-4.1%0.057%
2/2/2024Valmark Advisers Inc.80,947$3.42M0.1%N/A0.200%
2/2/2024Citizens Financial Group Inc. RI9,500$402K0.0%N/A0.023%
2/2/2024Truist Financial Corp75,358$3.19M0.0%-27.6%0.186%
2/2/2024New England Private Wealth Advisors LLC5,595$237K0.0%N/A0.014%
2/1/2024Element Wealth LLC9,565$404K0.3%+11.7%0.024%
2/1/2024Sigma Planning Corp13,832$585K0.0%-14.2%0.034%
1/31/2024Tranquility Partners LLC6,893$291K0.1%-36.2%0.017%
1/30/2024 Octavia Wealth Advisors LLC135,716$5.74M1.0%+6.3%0.335%
1/30/2024Crescent Grove Advisors LLC8,857$374K0.0%N/A0.022%
1/30/2024 Marmo Financial Group LLC86,158$3.64M2.8%-2.1%0.213%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,680$367K0.1%+3.7%0.021%
1/29/2024Koshinski Asset Management Inc.71,005$3.00M0.5%+92.1%0.175%
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1/29/2024Schmidt P J Investment Management Inc.5,490$236K0.0%N/A0.014%
1/29/2024Perigon Wealth Management LLC8,634$365K0.0%+10.1%0.021%
1/26/2024Soltis Investment Advisors LLC21,146$894K0.1%+37.1%0.052%
1/26/2024Sequoia Financial Advisors LLC16,886$714K0.0%+18.8%0.042%
1/25/2024 RFG Advisory LLC105,013$4.44M0.2%+436.5%0.259%
1/25/2024 International Assets Investment Management LLC87,435$3.70M0.0%+924.8%0.216%
1/25/2024Centurion Wealth Management LLC6,926$293K0.1%N/A0.017%
1/24/2024Prime Capital Investment Advisors LLC17,759$751K0.0%+36.4%0.044%
1/24/2024Allworth Financial LP9,225$390K0.0%+12.0%0.023%
1/24/2024Sowell Financial Services LLC13,155$556K0.0%-28.1%0.032%
(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, 184 institutional investors and hedge funds held shares of Fidelity High Dividend ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($79.34M), Osaic Holdings Inc. ($25.50M), Childress Capital Advisors LLC ($24.81M), Advisor Group Holdings Inc. ($23.09M), Envestnet Asset Management Inc. ($22.06M), Integrated Wealth Concepts LLC ($20.08M), and Wells Fargo & Company MN ($20.07M).Learn more on FDVV's institutional investors.

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

Of the 167 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 ($1.43M), Childress Capital Advisors LLC ($862.06K), Envestnet Asset Management Inc. ($440.95K), McIlrath & Eck LLC ($397.06K), LPL Financial LLC ($343.58K), Integrated Wealth Concepts LLC ($314.72K), and Advisor Group Holdings Inc. ($308.70K).

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

Institutional investors have bought a total of 8,503,547 shares in the last 24 months. This purchase volume represents approximately $329.98M in transactions.

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

Of the 77 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: Childress Capital Advisors LLC ($212.65K), Private Advisor Group LLC ($124.94K), Osaic Holdings Inc. ($80.79K), Kestra Advisory Services LLC ($59.01K), LVZ Inc. ($53.75K), Advisory Services Network LLC ($51.71K), and PFG Advisors ($46.96K).

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

Institutional investors have sold a total of 1,145,485 shares in the last 24 months. This volume of shares sold represents approximately $44.84M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 4/26/2024 by MarketBeat.com Staff

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