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Fidelity High Dividend ETF (FDVV) Institutional Ownership

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$46.73
+0.05 (+0.11%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity High Dividend ETF (NYSEARCA:FDVV)

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$214.75M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$33.93M
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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
5/17/2024 Investmark Advisory Group LLC75,832$3.44M1.9%+4.5%0.131%
5/16/2024 Jane Street Group LLC225,405$10.21M0.0%-25.7%0.391%
5/16/2024 Slagle Financial LLC65,981$2.99M1.6%-45.0%0.114%
5/16/2024 B. Riley Wealth Advisors Inc.16,767$760K0.0%-28.9%0.029%
5/16/2024 Sweeney & Michel LLC20,520$948K0.4%N/A0.036%
5/15/2024 Kestra Advisory Services LLC618,263$28.01M0.2%+40.1%1.072%
5/14/2024 EP Wealth Advisors LLC46,269$2.10M0.0%-1.0%0.080%
5/10/2024 Osaic Holdings Inc.1,163,964$52.74M0.1%+17.2%2.017%
5/10/2024 Nicolet Advisory Services LLC13,273$599K0.1%N/A0.023%
5/10/2024 First Foundation Advisors4,500$204K0.0%N/A0.008%
5/9/2024 Kingsview Wealth Management LLC15,575$706K0.0%+28.6%0.027%
5/9/2024 Koshinski Asset Management Inc.36,305$1.65M0.2%-48.9%0.063%
5/8/2024 Avantax Advisory Services Inc.142,430$6.45M0.1%+17.2%0.247%
5/8/2024 Thoroughbred Financial Services LLC42,709$1.94M0.2%+7.0%0.074%
5/7/2024 Concurrent Investment Advisors LLC22,384$1.01M0.0%-10.6%0.039%
5/7/2024 Primoris Wealth Advisors LLC39,658$1.80M1.4%+11.8%0.069%
5/7/2024 Benedetti & Gucer Inc.30,209$1.37M0.7%-13.4%0.052%
5/7/2024 Oppenheimer & Co. Inc.23,279$1.06M0.0%+52.0%0.040%
5/7/2024 PFG Advisors9,290$421K0.0%-17.6%0.016%
5/6/2024 Envestnet Portfolio Solutions Inc.16,914$766K0.0%+26.2%0.030%
5/6/2024 Advisory Services Network LLC82,238$3.73M0.1%+10.8%0.145%
5/4/2024 Glassman Wealth Services16,310$739K0.1%N/A0.029%
5/2/2024 Consolidated Planning Corp29,110$1.32M0.2%-13.9%0.051%
5/2/2024 Lincoln National Corp217,746$9.87M0.2%+1.8%0.384%
5/1/2024 Janney Montgomery Scott LLC21,359$968K0.0%+79.2%0.038%
5/1/2024 Concourse Financial Group Securities Inc.24,076$1.09M0.1%+86.7%0.042%
5/1/2024 Retirement Group LLC26,921$1.22M0.4%+15.3%0.048%
5/1/2024 Mission Wealth Management LP7,266$329K0.0%+6.7%0.013%
5/1/2024 Lineweaver Wealth Advisors LLC128,808$5.84M1.4%-0.9%0.227%
4/30/2024 Private Advisor Group LLC54,544$2.47M0.0%+39.6%0.096%
4/30/2024 Hartline Investment Corp8,839$400K0.1%N/A0.016%
4/30/2024 Arkadios Wealth Advisors52,082$2.36M0.2%+14.1%0.092%
4/30/2024 Perigon Wealth Management LLC8,879$402K0.0%+2.8%0.016%
4/30/2024 Lakeridge Wealth Management LLC255,074$11.56M7.5%-0.3%0.450%
4/29/2024Commonwealth Equity Services LLC2,240,932$101.54M0.2%+19.4%3.956%
4/29/2024 Crescent Grove Advisors LLC9,349$424K0.0%+5.6%0.017%
4/26/2024 LifeSteps Financial Inc.870$39K0.0%N/A0.002%
4/26/2024 Schmidt P J Investment Management Inc.6,931$314K0.1%+26.2%0.012%
4/26/2024 Verdence 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%
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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%
3/15/2024 B. Riley Wealth Advisors Inc.23,570$997K0.0%+40.6%0.058%
3/8/2024 ICA Group Wealth Management LLC2,030$86K0.0%N/A0.005%
3/5/2024 Slagle Financial LLC119,970$5.07M0.6%+174.1%0.296%
2/28/2024 EP Wealth Advisors LLC46,743$1.98M0.0%-10.3%0.115%
2/26/2024 Integrated 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%
2/16/2024 Aspect Partners LLC5,840$247K0.2%N/A0.014%
2/15/2024 Gallagher Fiduciary Advisors LLC95,950$4.06M0.1%N/A0.237%
2/14/2024 Core Wealth Advisors Inc.11,425$483K0.2%+2.4%0.028%
2/14/2024 Personal CFO Solutions LLC86,004$3.64M0.6%+4.4%0.212%
2/13/2024 Stephens Inc. AR22,180$938K0.0%N/A0.055%
2/13/2024 Bollard Group LLC136,048$5.75M0.2%+1.0%0.336%
2/13/2024 Cetera Advisor Networks LLC160,367$6.78M0.0%+7.8%0.396%
2/13/2024 Tower Research Capital LLC TRC641$27K0.0%N/A0.002%
2/12/2024 Stifel Financial Corp186,775$7.90M0.0%+0.6%0.461%
2/12/2024 Steward Partners Investment Advisory LLC14,128$597K0.0%+4.5%0.035%
2/12/2024 Godshalk Welsh Capital Management Inc.21,675$916K0.7%+9.5%0.054%
2/9/2024 Advisory 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%
2/9/2024 Certified Advisory Corp14,124$597K0.1%N/A0.035%
2/9/2024 Wells Fargo & Company MN474,633$20.07M0.0%+27.5%1.172%
2/9/2024 Thoroughbred Financial Services LLC39,920$1.69M0.1%+19.5%0.099%
2/9/2024 Gladstone Institutional Advisory LLC41,987$1.78M0.1%+7.8%0.104%
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2/8/2024 Kingsview Wealth Management LLC12,108$512K0.0%N/A0.030%
2/8/2024 Janney Montgomery Scott LLC11,921$504K0.0%N/A0.029%
2/8/2024 Advisor OS LLC7,504$317K0.0%N/A0.019%
2/8/2024 Shared Vision Wealth Group LLC5,700$241K0.2%N/A0.014%
2/7/2024 Avantax Advisory Services Inc.121,529$5.14M0.1%+26.1%0.300%
2/7/2024 Envestnet 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%
2/7/2024 Smithfield Trust Co6,200$262K0.0%N/A0.015%
2/7/2024 Principal Securities Inc.21,112$893K0.0%N/A0.052%
(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, 187 institutional investors and hedge funds held shares of Fidelity High Dividend ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($101.54M), Osaic Holdings Inc. ($52.74M), Kestra Advisory Services LLC ($28.01M), Childress Capital Advisors LLC ($24.81M), Advisor Group Holdings Inc. ($23.09M), Envestnet Asset Management Inc. ($22.06M), and Integrated Wealth Concepts LLC ($20.08M).Learn more on FDVV's institutional investors.

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

Of the 169 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 ($1.51M), Childress Capital Advisors LLC ($862.06K), Envestnet Asset Management Inc. ($416.19K), McIlrath & Eck LLC ($397.06K), LPL Financial LLC ($343.58K), Integrated Wealth Concepts LLC ($314.72K), and Advisor Group Holdings Inc. ($276.63K).

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

Institutional investors have bought a total of 8,919,144 shares in the last 24 months. This purchase volume represents approximately $350.53M in transactions.

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

Of the 78 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), Jane Street Group LLC ($78.01K), Kestra Advisory Services LLC ($54.46K), Slagle Financial LLC ($53.99K), and LVZ Inc. ($53.75K).

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

Institutional investors have sold a total of 1,236,262 shares in the last 24 months. This volume of shares sold represents approximately $49.32M in transactions.


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This page (NYSEARCA:FDVV) was last updated on 5/19/2024 by MarketBeat.com Staff

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