Fidelity High Dividend ETFFDVVETF
13F holders, Q1 2024 (March 31)217holders
2famous investors
$45.30avg. 13F price*
At the end of Q1 2024, 217 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($101.5M), Osaic Holdings, Inc. ($52.7M) and Morgan Stanley ($51.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity High Dividend ETF
- CUSIP
- 316092840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $39.3M |
| Exits | 10 | $4.2M |
Ownership 217 holders
| Commonwealth Equity Services, LLC | 0.17% | Add +19.4% | 2,240,932 | $101.5M |
| Osaic Holdings, Inc. | 0.12% | Add +17.2% | 1,163,964 | $52.7M |
| Morgan Stanley | 0.00% | Add +5.5% | 1,137,348 | $51.5M |
| Bank of America Corp. | 0.00% | Add +23.3% | 1,092,616 | $49.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.4% | 752,213 | $34.1M |
| Kestra Advisory Services, LLC | 0.19% | Add +40.1% | 618,263 | $28.0M |
| LPL Financial LLC | 0.01% | Add +2.6% | 571,165 | $25.9M |
| Wells Fargo & Company | 0.01% | Add +19.8% | 568,743 | $25.8M |
| Childress Capital Advisors, LLC | 7.21% | Reduce -4.8% | 547,507 | $24.8M |
| Integrated Wealth Concepts LLC | 0.34% | Add +6.8% | 522,951 | $23.7M |
| McIlrath & Eck, LLC | 3.18% | Add +11.6% | 442,971 | $20.1M |
| Cetera Investment Advisers | 0.04% | Add +130.8% | 384,733 | $17.4M |
| Mascoma Wealth Management LLC | 3.73% | Add +32.2% | 289,390 | $13.1M |
| Greater Midwest Financial Group, LLC | 7.43% | Add +6.0% | 261,878 | $11.9M |
| Lakeridge Wealth Management LLC | 7.49% | Reduce -0.3% | 255,074 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +32.0% | 254,940 | $11.6M |
| MML Investors Services, LLC | 0.04% | Add +105.2% | 229,703 | $10.4M |
| Arden Trust Co | 1.43% | New | 225,499 | $10.2M |
| Jane Street Group, LLC | 0.01% | Reduce -25.7% | 225,405 | $10.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +10.5% | 221,635 | $10.0M |
| Lincoln National Corp. | 0.15% | Add +1.8% | 217,746 | $9.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +27.0% | 205,479 | $9.3M |
| Captrust Financial Advisors | 0.03% | Add +3.2% | 197,472 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +2.5% | 191,402 | $8.7M |
| Retirement Planning Group, LLC | 0.66% | Add +9.9% | 190,921 | $8.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -42.0% | 188,632 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | New | 186,140 | $8.4M |
| Avantax Advisory Services, Inc. | 0.06% | Add +17.2% | 142,430 | $6.5M |
| Bollard Group LLC | 0.19% | Add +0.8% | 137,186 | $6.2M |
| Lineweaver Wealth Advisors, LLC | 1.39% | Reduce -0.9% | 128,808 | $5.8M |
| Atria Investments, Inc | 0.08% | Add +210.9% | 121,199 | $5.5M |
| RFG Advisory, LLC | 0.17% | Add +6.1% | 111,416 | $5.0M |
| BluePointe Capital Management, LLC | 3.44% | Add +9.1% | 110,740 | $5.0M |
| McGlone Suttner Wealth Management, Inc. | 0.92% | Reduce -1.0% | 108,324 | $4.9M |
| Gallagher Fiduciary Advisors, LLC | 0.17% | Add +10.8% | 106,336 | $4.8M |
| AdvisorNet Financial, Inc | 0.45% | Add +0.6% | 102,646 | $4.7M |
| Marmo Financial Group, LLC | 2.50% | Add +5.4% | 90,800 | $4.1M |
| Personal Cfo Solutions, LLC | 0.60% | Reduce -1.4% | 84,783 | $3.8M |
| Kovack Advisors, Inc. | 0.46% | Add +0.7% | 84,543 | $3.8M |
| WCG Wealth Advisors LLC | 0.31% | Add +70.1% | 82,557 | $3.7M |
| Advisory Services Network, LLC | 0.08% | Add +10.8% | 82,238 | $3.7M |
| Truist Financial Corp. | 0.01% | Add +6.9% | 80,583 | $3.7M |
| Valmark Advisers, Inc. | 0.06% | Reduce -0.7% | 80,392 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -8.9% | 76,850 | $3.5M |
| Prudential Financial Inc. | 0.00% | Add +19.1% | 76,707 | $3.5M |
| Investmark Advisory Group LLC | 1.88% | Add +4.5% | 75,832 | $3.4M |
| IFP Advisors, Inc | 0.15% | Add +89.2% | 74,114 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 71,403 | $3.2M |
| AE Wealth Management LLC | 0.04% | Reduce -50.2% | 70,787 | $3.2M |
| World Investment Advisors | 0.45% | New | 69,464 | $3.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -1.0% | 67,247 | $3.0M |
| Slagle Financial, LLC | 1.62% | Reduce -45.0% | 65,981 | $3.0M |
| Foresight Capital Management Advisors, Inc. | 2.25% | Add +2.4% | 64,795 | $2.9M |
| Mason & Associates, LLC | 2.25% | — | 64,795 | $2.9M |
| Milestone Investment Advisors LLC | 0.78% | New | 63,657 | $2.9M |
| Principle Wealth Partners LLC | 0.21% | Add +5.9% | 59,973 | $2.7M |
| FMR LLC | 0.00% | Add +59.6% | 57,378 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Add +39.6% | 54,544 | $2.5M |
| Essex Financial Services, Inc. | 0.23% | Add +40.5% | 54,240 | $2.5M |
| Arkadios Wealth Advisors | 0.18% | Add +14.1% | 52,082 | $2.4M |
| Principal Securities, Inc. | 0.07% | Add +143.4% | 51,391 | $2.3M |
| Bright Futures Wealth Management, LLC. | 1.25% | — | 49,188 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -2.6% | 47,988 | $2.2M |
| Stephens Inc. | 0.03% | Add +110.0% | 46,568 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 46,269 | $2.1M |
| IHT Wealth Management, LLC | 0.08% | Reduce -11.4% | 46,256 | $2.1M |
| Renaissance Technologies | 0.00% | New | 46,002 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +8.8% | 45,692 | $2.1M |
| Pathway Financial Advisers, LLC | 0.74% | Add +8.7% | 45,132 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +7.0% | 42,709 | $1.9M |
| Old Mission Investment Co LLC | 0.63% | Reduce -1.2% | 41,749 | $1.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.9% | 39,689 | $1.8M |
| Primoris Wealth Advisors, LLC | 1.45% | Add +11.8% | 39,658 | $1.8M |
| OneAscent Financial Services LLC | 0.18% | Reduce -2.3% | 36,396 | $1.6M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -48.9% | 36,305 | $1.6M |
| Biondo Investment Advisors, LLC | 0.25% | Add +1.3% | 35,715 | $1.6M |
| Barry Investment Advisors, LLC | 0.48% | New | 31,636 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -14.5% | 30,467 | $1.4M |
| Benedetti & Gucer, Inc. | 0.68% | Reduce -13.4% | 30,209 | $1.4M |
| CPC Advisors, LLC | 0.23% | Reduce -13.9% | 29,110 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -35.5% | 28,827 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +106.3% | 28,541 | $1.3M |
| Retirement Group, LLC | 0.44% | Add +15.3% | 26,921 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -6.3% | 25,527 | $1.2M |
| Avaii Wealth Management, LLC | 0.65% | New | 24,279 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +86.7% | 24,076 | $1.1M |
| HBW Advisory Services LLC | 0.20% | No change | 25,342 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +67.1% | 23,604 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +52.0% | 23,279 | $1.1M |
| Private Wealth Partners, LLC | 0.08% | No change | 23,100 | $1.0M |
| Calton & Associates, Inc. | 0.50% | Reduce -24.1% | 22,587 | $1.0M |
| Godshalk Welsh Capital Management, Inc. | 0.68% | Add +3.7% | 22,475 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -10.7% | 22,384 | $1.0M |
| LVZ, Inc. | 0.14% | Reduce -24.1% | 22,038 | $999K |
| Janney Montgomery Scott LLC | 0.00% | Add +79.2% | 21,359 | $968K |
| Soltis Investment Advisors LLC | 0.11% | Reduce -0.8% | 20,985 | $951K |
| Sweeney & Michel, LLC | 0.42% | — | 20,520 | $948K |
| Castleview Partners, LLC | 0.52% | New | 20,539 | $931K |
| Ameritas Advisory Services, LLC | 0.04% | Add +185.5% | 20,696 | $924K |
| Octavia Wealth Advisors, LLC | 0.13% | Reduce -85.2% | 20,132 | $912K |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.