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Fidelity High Dividend ETF (FDVV) Institutional Ownership

Fidelity High Dividend ETF logo
$63.78 +0.67 (+1.05%)
As of 01:50 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)
341
Total
Institutional Inflows
(last 12 months)
$969.74M
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$179.75M
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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
8/26/2026 HORAN Wealth LLC3,651$220K0.0%N/A0.002%
8/23/2026 Ameritas Advisory Services LLC57,998$3.50M0.1%+300.0%0.036%
8/23/2026 PCG Wealth Advisors LLC182,800$11.02M2.5%+0.5%0.113%
8/23/2026 HB Wealth Management LLC13,743$829K0.0%N/A0.008%
8/23/2026 Nvest Financial LLC4,865$293K0.1%N/A0.003%
8/23/2026 Unique Wealth LLC140,013$8.44M1.0%+10.7%0.086%
8/22/2026 Old Mission Investment Co LLC57,063$3.44M0.7%N/A0.035%
8/22/2026 Valued Retirements Inc.89,794$5.41M4.7%+0.6%0.055%
8/22/2026 Investor s Fiduciary Advisor Network LLC22,483$1.36M0.5%+11.8%0.014%
8/22/2026 Concurrent Investment Advisors LLC44,197$2.67M0.0%-0.9%0.027%
8/21/2026 KFG Wealth Management LLC67,129$4.05M0.5%+13.8%0.041%
8/21/2026 Paragon Private Wealth Management LLC26,349$1.59M0.4%-13.2%0.016%
8/21/2026 XML Financial LLC24,543$1.48M0.1%+40.7%0.015%
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%
6/18/2026 Western 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%
6/1/2026 Keel 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%
5/20/2026 Leigh Baldwin & CO. LLC16,769$926K0.6%+10.5%0.011%
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5/19/2026 Western 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%
5/19/2026 Bank of America Corp DE2,367,217$130.77M0.0%+4.6%1.522%
5/19/2026 Centaurus 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%
5/18/2026 Royal 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%
5/15/2026 Waverly Advisors LLC19,881$1.10M0.0%+2.3%0.013%
5/14/2026 Hilltop 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%
5/13/2026 Godshalk 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%
5/7/2026 Earned 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%
5/5/2026 Milestone 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%
5/5/2026 Sanctuary 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%
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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%


FDVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 472 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 455 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), Independent Advisor Alliance ($884.14K), and Cetera Investment Advisers ($836.43K).

Institutional investors have bought a total of 17,279,207 shares in the last 24 months. This purchase volume represents approximately $969.74M in transactions.

Of the 113 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), GPS Wealth Strategies Group LLC ($108.01K), and KMG Fiduciary Partners LLC ($97.48K).

Institutional investors have sold a total of 3,200,544 shares in the last 24 months. This volume of shares sold represents approximately $179.75M 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 8/26/2026. New 13F filings are added each quarter as they're published.
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