Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free FDVV Stock Alerts

Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$58.75 +0.38 (+0.65%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity High Dividend ETF (NYSEARCA:FDVV)

Number of
Institutional Buyers
(last 12 months)
368
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$214.00M
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
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%
5/5/2026 Sigma Planning Corp38,280$2.12M0.1%+1.4%0.025%
5/4/2026 Retirement Planning Group LLC2,532,542$139.90M4.3%+9.4%1.629%
5/4/2026 HBW Advisory Services LLC54,779$3.03M0.3%-3.9%0.035%
5/4/2026 Uptick Partners LLC59,316$3.28M0.7%+15.8%0.038%
5/2/2026 Global Assets Advisory LLC647$36K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC38,214$2.12M0.0%-3.4%0.025%
5/2/2026 Castleview Partners LLC53,925$2.98M1.5%-12.5%0.035%
5/2/2026 United Bank5,978$330K0.1%N/A0.004%
5/2/2026 Diversify Wealth Management LLC21,403$1.25M0.0%-39.6%0.014%
5/2/2026 Valmark Advisers Inc.27,681$1.53M0.0%-63.3%0.018%
5/1/2026 Citizens Financial Group Inc. RI111,225$6.14M0.1%+2.6%0.072%
5/1/2026 Fifth Third Bancorp1,902$105K0.0%+1,802.0%0.001%
5/1/2026 Sovran Advisors LLC23,922$1.41M0.1%-31.2%0.015%
5/1/2026 Ball & Co Wealth Management Inc.8,706$480K0.4%+5.6%0.006%
5/1/2026 Sequoia Financial Advisors LLC13,872$766K0.0%-18.5%0.009%
5/1/2026 Mascoma Wealth Management LLC27,627$1.53M0.3%-12.7%0.018%
4/30/2026 Kestra Advisory Services LLC1,077,418$59.52M0.2%+16.6%0.694%
4/30/2026 Base Wealth Management LLC137,159$7.58M4.2%-4.8%0.088%
4/29/2026 Childress Capital Advisors LLC656,040$36.24M6.5%-18.5%0.423%
4/29/2026 Clearwave Capital LLC74,649$4.12M2.8%+5.3%0.048%
4/29/2026 Clare Market Investments LLC25,300$1.40M0.3%N/A0.016%
4/29/2026 Integrated Advisors Network LLC25,376$1.40M0.1%-23.8%0.016%
4/29/2026 Investment Advisory Services Group LLC127,308$7.03M6.1%+9.5%0.082%
4/28/2026 PUREfi Wealth LLC4,287$237K0.2%N/A0.003%
4/28/2026 Bogart Wealth LLC2,080$115K0.0%+17.4%0.001%
4/28/2026 Stephens Inc. AR144,216$7.97M0.1%+4.1%0.093%
4/28/2026 LVZ Inc.19,547$1.08M0.1%+3.2%0.013%
4/28/2026 Private Wealth Partners LLC22,800$1.26M0.1%-2.1%0.015%
4/28/2026 Koshinski Asset Management Inc.71,866$3.97M0.2%+32.3%0.046%
4/28/2026 Meramec Financial Planners LLC1,059$63K0.0%N/A0.001%
4/27/2026 PFG Investments LLC32,883$1.82M0.1%+4.8%0.021%
4/27/2026 Baer Investment Advisory LLC548,990$30.33M3.7%N/A0.355%
4/27/2026 World Investment Advisors285,894$15.79M0.3%+1.2%0.185%
4/27/2026 Private Advisor Group LLC579,605$32.02M0.2%+20.2%0.375%
4/27/2026 Sound Income Strategies LLC10,114$560K0.0%+8.8%0.007%
4/25/2026 Axis Wealth Partners LLC67,510$3.73M2.0%+0.6%0.044%
4/24/2026 Prospect Financial Services LLC21,514$1.19M0.7%-1.8%0.014%
4/23/2026 Mayflower Financial Advisors LLC23,635$1.31M0.1%+485.3%0.015%
4/23/2026 Pathway Financial Advisers LLC133,693$7.39M2.1%+1.3%0.086%
4/23/2026 Flagstar Advisors Inc.75,315$4.16M1.5%+13.8%0.049%
4/23/2026 Marmo Financial Group LLC105,667$5.84M2.9%-3.5%0.068%
4/23/2026 Brown Miller Wealth Management LLC7,786$430K0.1%-9.5%0.005%
4/23/2026 Barry Investment Advisors LLC41,963$2.32M0.5%-2.7%0.027%
4/23/2026 Wetzel Investment Advisors Inc.6,811$376K0.1%+51.5%0.004%
4/22/2026 LifeSteps Financial Inc.3,651$202K0.1%N/A0.002%
4/22/2026 Patriot Financial Group Insurance Agency LLC174,898$9.66M0.5%+100.6%0.113%
4/22/2026 Janney Montgomery Scott LLC153,379$8.47M0.0%-45.8%0.099%
4/22/2026 Harbor Asset Planning Inc.22,824$1.26M1.1%+0.8%0.015%
4/22/2026 Rooted Wealth Advisors Inc.224,650$13.29M3.4%+8.5%0.145%
4/21/2026 Fullerton Advisors LLC87,723$4.85M5.0%+1.0%0.057%
4/21/2026 Powers Advisory Group LLC140,730$7.77M2.7%+21.5%0.091%
4/21/2026 RCS Financial Planning LLC10,310$570K0.3%N/A0.007%
4/21/2026 Unique Wealth LLC126,493$6.99M1.0%+104.7%0.082%
4/21/2026 ADG Wealth Management Group LLC3,040$168K0.1%N/A0.002%
4/21/2026 AA Financial Advisors LLC127,428$7.04M1.0%+626.2%0.082%
4/21/2026 Independent Wealth Network Inc.18,213$1.01M0.3%+26.7%0.012%
4/21/2026 bLong Financial LLC12,376$684K0.5%N/A0.008%
4/21/2026 Fairvoy Private Wealth LLC11,397$630K0.2%+41.5%0.007%
4/21/2026 KFG Wealth Management LLC58,974$3.26M0.4%+20.1%0.038%
4/21/2026 Silver Oak Securities Incorporated74,132$4.10M0.3%+24.0%0.048%
4/21/2026 Fiduciary Alliance LLC15,587$907K0.1%+9.3%0.010%
4/20/2026 Kestra Private Wealth Services LLC114,803$6.34M0.1%-0.4%0.074%
4/20/2026 Breakwater Capital Group4,188$231K0.0%N/A0.003%
4/20/2026 Fifth Third Wealth Advisors LLC5,841$323K0.0%N/A0.004%
4/20/2026 Brown Lisle Cummings Inc.9,775$540K0.1%-2.0%0.006%
4/17/2026 Investment Advisory Services Inc. TX ADV112,109$6.19M2.0%+10.6%0.072%
4/17/2026 Certified Advisory Corp34,484$1.91M0.2%-5.3%0.022%
4/17/2026 Prentice Wealth Management LLC236,547$13.07M2.9%-9.1%0.153%
4/17/2026 Total Clarity Wealth Management Inc.16,210$895K0.2%+124.8%0.010%
4/17/2026 AdvisorNet Financial Inc120,951$6.68M0.3%+1.8%0.078%
4/17/2026 IFC & Insurance Marketing Inc.22,160$1.22M1.3%-79.8%0.014%
4/17/2026 XML Financial LLC17,439$963K0.1%N/A0.011%
4/17/2026 Sweeney & Michel LLC17,981$1.03M0.3%+1.4%0.012%
4/17/2026 CPC Advisors LLC18,744$1.04M0.2%-12.9%0.012%
4/17/2026 Brookstone Capital Management13,561$749K0.0%N/A0.009%
4/16/2026 Sheets Smith Wealth Management49,646$2.74M0.3%-2.3%0.032%
4/16/2026 Quotient Wealth Partners LLC5,305$293K0.0%N/A0.003%
4/16/2026 Founders Financial Securities LLC21,314$1.22M0.1%+5.1%0.014%
4/15/2026 Nations Financial Group Inc. IA ADV6,275$347K0.0%+6.1%0.004%
3/17/2026Rockefeller Capital Management L.P.147,857$8.38M0.0%+1.3%0.101%
3/13/2026 World Investment Advisors282,582$16.02M0.3%+23.5%0.194%
3/4/2026SHP Wealth Management192,861$10.93M0.9%N/A0.132%
3/2/2026 Clearwave Capital LLC70,877$4.02M3.0%N/A0.049%
2/27/2026 Arwa LLC19,206$1.09M0.6%N/A0.013%
2/23/2026 Monetary Solutions Ltd465$26K0.0%N/A0.000%
2/20/2026Sunbelt Securities Inc.32,071$1.82M0.1%+0.8%0.022%
2/18/2026Ameriflex Group Inc.3,835$217K0.1%-10.8%0.003%
2/18/2026Mercer Global Advisors Inc. ADV29,620$1.68M0.0%-10.8%0.020%
2/18/2026Raymond James Financial Inc.2,077,712$117.79M0.0%+25.4%1.425%
2/18/2026EP Wealth Advisors LLC37,186$2.11M0.0%N/A0.026%
2/18/2026Obsidian Cio LLC4,142$235K0.3%N/A0.003%
2/18/2026Coastal Bridge Advisors LLC4,565$259K0.0%N/A0.003%
2/18/2026NewEdge Advisors LLC99,310$5.63M0.0%-21.1%0.068%
2/18/2026Garton & Associates Financial Advisors LLC4,193$238K0.1%N/A0.003%
2/18/2026IHT Wealth Management LLC44,516$2.52M0.1%+5.0%0.031%
2/17/2026 Integrated Advisors Network LLC33,283$1.89M0.1%-52.9%0.023%


FDVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDVV shares?

During the previous two years, 468 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 ($124.07M), Raymond James Financial Inc. ($117.79M), and Envestnet Asset Management Inc. ($102.53M).Learn more on Fidelity High Dividend ETF's institutional investors.

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

Of the 449 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), Envestnet Asset Management Inc. ($979.73K), Cetera Investment Advisers ($939.77K), and Bank of America Corp DE ($929.40K).

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

Institutional investors have bought a total of 22,993,703 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

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

Of the 139 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), Jane Street Group LLC ($242.80K), Childress Capital Advisors LLC ($234.84K), Janney Montgomery Scott LLC ($129.84K), Kovack Advisors Inc. ($129.83K), and Prime Capital Investment Advisors LLC ($127.00K).

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

Institutional investors have sold a total of 3,911,512 shares in the last 24 months. This volume of shares sold represents approximately $214.00M in transactions.


Related Companies

This page (NYSEARCA:FDVV) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel