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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$64.26 -0.07 (-0.11%)
As of 12:05 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)
340
Total
Institutional Inflows
(last 12 months)
$991.40M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$185.34M
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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
7/10/2026 KWB Wealth3,750$226K0.0%N/A0.002%
7/10/2026 KMG Fiduciary Partners LLC8,514$513K0.0%-91.9%0.005%
7/10/2026 Redhawk Wealth Advisors Inc.48,107$2.90M0.3%+4.0%0.030%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,516$755K0.1%+3.7%0.008%
7/10/2026 Wealthcare Advisory Partners LLC8,730$526K0.0%+22.4%0.005%
7/9/2026 Barry Investment Advisors LLC34,429$2.08M0.4%-18.0%0.021%
7/9/2026 Fortitude Financial LLC4,972$300K0.3%-88.5%0.003%
7/9/2026 Sapient Capital LLC106,893$6.45M0.1%+20.1%0.066%
7/9/2026 Focus Financial Network Inc.12,174$734K0.0%+2.0%0.008%
7/9/2026 IFC & Insurance Marketing Inc.21,787$1.31M1.2%-1.7%0.013%
7/9/2026 Sax Wealth Advisors LLC4,292$237K0.0%N/A0.003%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.10,956$661K0.2%+2.7%0.007%
7/8/2026 Foresight Capital Management Advisors Inc.73,230$4.42M2.1%+1.2%0.045%
7/8/2026 Community Trust & Investment Co.11,894$717K0.0%-11.6%0.007%
7/8/2026 Midwest Financial Network LLC10,393$627K0.4%+56.4%0.006%
7/7/2026 JGP Wealth Management LLC8,051$485K0.0%-3.9%0.005%
7/7/2026 CoreCap Advisors LLC24,298$1.47M0.0%+7.2%0.015%
6/22/2026 Sapient Capital LLC89,039$4.92M0.1%+49.4%0.057%
6/18/2026Western Wealth Management LLC2,329$129K0.0%N/A0.001%
6/12/2026 S&A Financial Services Inc.43,714$2.42M1.7%N/A0.028%
6/4/2026 Midwest Financial Network LLC6,647$367K0.3%N/A0.004%
6/3/2026 NewEdge Advisors LLC107,702$5.95M0.0%+8.5%0.069%
6/1/2026 Flagship Wealth Advisors LLC169,118$8.80M3.6%-30.9%0.109%
6/1/2026Keel Point LLC8,023$443K0.0%-3.0%0.005%
5/26/2026 Glenmede Trust Co. NA2,366$131K0.0%+330.2%0.002%
5/26/2026 Summit 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%
5/19/2026 Cornerstone Wealth LLC TN203,646$11.96M6.8%N/A0.131%
5/19/2026 Paragon Private Wealth Management LLC30,349$1.68M0.5%+22.3%0.020%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors760,005$41.98M0.7%+28.7%0.489%
5/18/2026Sunbelt Securities Inc.45,741$2.53M0.2%+42.6%0.029%
5/18/2026 Core 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%
5/15/2026 Gateway Wealth Partners LLC7,414$409K0.0%+65.9%0.005%
5/15/2026 Everest Financial Group LLC24,286$1.34M0.2%+7.4%0.016%
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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%
5/14/2026 Lido Advisors LLC177,546$9.80M0.0%-27.2%0.114%
5/13/2026 Cetera 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%
5/13/2026 First Trust Advisors LP3,951$218K0.0%-12.4%0.003%
5/7/2026 Florida 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%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.105,300$5.82M3.8%+7.9%0.068%
5/7/2026 Regimen Wealth LLC273,397$15.10M4.4%-25.1%0.176%
5/7/2026 Vision Retirement LLC3,209$177K0.1%N/A0.002%
5/7/2026 Spartan Wealth Advisory Services LLC11,500$635K0.1%N/A0.007%
5/7/2026 Crescent Grove Advisors LLC9,179$507K0.0%+24.6%0.006%
5/6/2026 Cornerstone Planning Group LLC18,624$1.09M0.2%+2,182.4%0.012%
5/6/2026 Assetmark Inc.7,221$399K0.0%+260.7%0.005%
5/6/2026 Bessemer Group Inc.1,020$56K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC62,041$3.43M0.1%N/A0.040%
5/6/2026 Dahring Cusmano LLC65,759$3.63M2.2%+452.6%0.042%
5/6/2026 Gaddis Premier Wealth Advisors LLC12,478$689K0.5%+7.2%0.008%
5/5/2026 D.A. Davidson & CO.315,092$17.41M0.1%+2.6%0.203%
5/5/2026 RFG 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%
5/5/2026 Ethos Financial Group LLC72,285$3.99M0.3%N/A0.046%
5/5/2026 Advisors 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$330K0.0%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%
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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%
4/27/2026World 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%


FDVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 469 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 452 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), Bank of America Corp DE ($1.03M), Commonwealth Equity Services LLC ($1.03M), Cetera Investment Advisers ($994.89K), and Independent Advisor Alliance ($884.14K).

Institutional investors have bought a total of 17,720,430 shares in the last 24 months. This purchase volume represents approximately $991.40M in transactions.

Of the 115 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 ($389.60K), Childress Capital Advisors LLC ($207.33K), Janney Montgomery Scott LLC ($129.84K), Integrated Wealth Concepts LLC ($111.55K), Gallagher Fiduciary Advisors LLC ($110.15K), and GPS Wealth Strategies Group LLC ($108.01K).

Institutional investors have sold a total of 3,308,820 shares in the last 24 months. This volume of shares sold represents approximately $185.34M in transactions.


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Institutional ownership data for NYSEARCA:FDVV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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