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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$61.95 +0.08 (+0.13%)
Closing price 04:10 PM Eastern
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$61.90 -0.05 (-0.07%)
As of 07:51 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)
348
Total
Institutional Inflows
(last 12 months)
$985.18M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$187.24M
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Skip Chart & View Institutional Buying and Selling Data

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
10/13/2026Lineweaver Wealth Advisors LLC107,374$6.52M0.8%-0.6%0.064%
10/13/2026McGlone Suttner Wealth Management Inc.111,477$6.77M0.8%-0.2%0.067%
10/13/2026Sax Wealth Advisors LLC7,461$453K0.0%+73.8%0.004%
10/13/2026JGP Wealth Management LLC8,295$504K0.0%+3.0%0.005%
10/13/2026Scott Capital Advisors LLC8,079$495K0.1%N/A0.005%
10/10/2026Valley Wealth Managers Inc.3,254$198K0.0%N/A0.002%
10/10/2026Atlas Brown Inc.5,346$325K0.1%N/A0.003%
10/9/2026Capital Advisors Wealth Management LLC13,771$836K0.1%+48.1%0.008%
10/9/2026RFG Bristol Wealth Advisors LLC61,241$3.72M0.9%-3.4%0.037%
10/9/2026Sound Income Strategies LLC13,356$822K0.0%-27.0%0.008%
10/9/2026MKD Wealth Coaches LLC3,829$233K0.2%N/A0.002%
10/8/2026Horrell Capital Management Inc.750$46K0.0%N/A0.000%
10/8/2026Independence Financial Advisors LLC235,945$14.33M3.6%+3.5%0.141%
10/8/2026Farther Finance Advisors LLC6,639$403K0.0%-91.1%0.004%
10/8/2026Sapient Capital LLC182,812$11.10M0.2%+71.0%0.109%
10/8/2026CoreCap Advisors LLC26,147$1.59M0.0%+7.6%0.016%
10/8/2026Titleist Asset Management LLC10,465$636K0.0%N/A0.006%
10/5/2026Tompkins Financial Corp114,586$6.96M0.5%N/A0.068%
9/23/2026Envestnet Portfolio Solutions Inc.62,913$3.79M0.0%+5.1%0.038%
9/23/2026Envestnet Asset Management Inc.2,581,834$155.66M0.0%+6.1%1.550%
9/9/2026Sequoia Financial Advisors LLC13,573$818K0.0%-2.2%0.008%
9/9/2026Capital Analysts LLC34,765$2.10M0.0%+23.3%0.021%
9/9/2026Integrated Wealth Concepts LLC252,064$15.20M0.1%-15.7%0.155%
9/9/2026RFG Advisory LLC3,415$206K0.0%N/A0.002%
9/9/2026NewEdge Advisors LLC89,973$5.42M0.0%-16.5%0.055%
9/9/2026IFP Advisors Inc263,334$15.88M0.3%+2.2%0.162%
9/9/2026Baird Financial Group Inc.147,766$8.91M0.0%-0.6%0.091%
9/9/2026Centerline Wealth Advisors LLC135,983$8.20M2.6%+3.9%0.084%
9/9/2026XY Planning Network Inc.9,401$567K0.1%N/A0.006%
9/8/2026Allworth Financial LP586,977$35.39M0.2%-7.6%0.362%
9/8/2026Waverly Advisors LLC45,455$2.74M0.0%+128.6%0.028%
8/26/2026HORAN Wealth LLC3,651$220K0.0%N/A0.002%
8/23/2026Ameritas Advisory Services LLC57,998$3.50M0.1%+300.0%0.036%
8/23/2026PCG Wealth Advisors LLC182,800$11.02M2.5%+0.5%0.113%
8/23/2026HB Wealth Management LLC13,743$829K0.0%N/A0.008%
8/23/2026Nvest Financial LLC4,865$293K0.1%N/A0.003%
8/23/2026Unique Wealth LLC140,013$8.44M1.0%+10.7%0.086%
8/22/2026Old Mission Investment Co LLC57,063$3.44M0.7%N/A0.035%
8/22/2026Valued Retirements Inc.89,794$5.41M4.7%+0.6%0.055%
8/22/2026Investor s Fiduciary Advisor Network LLC22,483$1.36M0.5%+11.8%0.014%
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8/22/2026Concurrent Investment Advisors LLC44,197$2.67M0.0%-0.9%0.027%
8/21/2026KFG Wealth Management LLC67,129$4.05M0.5%+13.8%0.041%
8/21/2026Paragon Private Wealth Management LLC26,349$1.59M0.4%-13.2%0.016%
8/21/2026XML Financial LLC24,543$1.48M0.1%+40.7%0.015%
7/10/2026KWB Wealth3,750$226K0.0%N/A0.002%
7/10/2026KMG Fiduciary Partners LLC8,514$513K0.0%-91.9%0.005%
7/10/2026Redhawk Wealth Advisors Inc.48,107$2.90M0.3%+4.0%0.030%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,516$755K0.1%+3.7%0.008%
7/10/2026Wealthcare Advisory Partners LLC8,730$526K0.0%+22.4%0.005%
7/9/2026Barry Investment Advisors LLC34,429$2.08M0.4%-18.0%0.021%
7/9/2026Fortitude Financial LLC4,972$300K0.3%-88.5%0.003%
7/9/2026Sapient Capital LLC106,893$6.45M0.1%+20.1%0.066%
7/9/2026Focus Financial Network Inc.12,174$734K0.0%+2.0%0.008%
7/9/2026IFC & Insurance Marketing Inc.21,787$1.31M1.2%-1.7%0.013%
7/9/2026Sax Wealth Advisors LLC4,292$237K0.0%N/A0.003%
7/8/2026Thurston Springer Miller Herd & Titak Inc.10,956$661K0.2%+2.7%0.007%
7/8/2026Foresight Capital Management Advisors Inc.73,230$4.42M2.1%+1.2%0.045%
7/8/2026Community Trust & Investment Co.11,894$717K0.0%-11.6%0.007%
7/8/2026Midwest Financial Network LLC10,393$627K0.4%+56.4%0.006%
7/7/2026JGP Wealth Management LLC8,051$485K0.0%-3.9%0.005%
7/7/2026CoreCap Advisors LLC24,298$1.47M0.0%+7.2%0.015%
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%
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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%


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), Envestnet Asset Management Inc. ($155.66M), Morgan Stanley ($142.86M), Retirement Planning Group LLC ($139.90M), Bank of America Corp DE ($130.77M), and Raymond James Financial Inc. ($117.79M).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 ($2.32M), Bank of America Corp DE ($1.03M), Commonwealth Equity Services LLC ($1.03M), Independent Advisor Alliance ($884.14K), and Envestnet Asset Management Inc. ($859.90K).

Institutional investors have bought a total of 17,517,725 shares in the last 24 months. This purchase volume represents approximately $985.18M 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), Integrated Wealth Concepts LLC ($158.37K), Janney Montgomery Scott LLC ($129.84K), GPS Wealth Strategies Group LLC ($108.01K), and KMG Fiduciary Partners LLC ($97.20K).

Institutional investors have sold a total of 3,314,026 shares in the last 24 months. This volume of shares sold represents approximately $187.24M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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