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 |
| Mariner, LLC | 0.00% | Reduce -11.3% | 18,480 | $837K |
| Integrated Advisors Network LLC | 0.04% | Reduce -0.0% | 17,775 | $805K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 17,759 | $805K |
| High Net Worth Advisory Group LLC | 0.24% | No change | 17,129 | $776K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +26.2% | 16,914 | $766K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.2% | 16,913 | $766K |
| Glassman Wealth Services | 0.15% | New | 16,310 | $739K |
| Kingsview Wealth Management, LLC | 0.02% | Add +28.6% | 15,575 | $706K |
| Melfa Wealth Management, Inc. | 0.51% | New | 15,486 | $702K |
| Accurate Wealth Management, LLC | 0.19% | Reduce -35.3% | 14,980 | $652K |
| Community Trust & Investment Co. | 0.05% | Reduce -4.8% | 14,326 | $649K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -28.9% | 16,767 | $647K |
| Certified Advisory Corp | 0.09% | Add +0.1% | 14,134 | $640K |
| Clare Market Investments LLC | 0.19% | Add +4.6% | 13,750 | $623K |
| Nicolet Advisory Services, LLC | 0.06% | New | 13,273 | $599K |
| Sowell Financial Services LLC | 0.03% | Reduce -1.9% | 12,900 | $584K |
| Westside Investment Management, Inc. | 0.14% | Add +44.9% | 12,465 | $565K |
| Equitable Holdings, Inc. | 0.01% | New | 12,297 | $557K |
| LongView Wealth Management | 0.22% | Add +12.5% | 12,094 | $548K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 11,801 | $535K |
| Element Wealth, LLC | 0.31% | Add +22.7% | 11,732 | $532K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 11,685 | $529K |
| MWA Asset Management | 0.38% | Add +6.0% | 11,600 | $526K |
| Fifth Third Securities, Inc. | 0.05% | New | 11,337 | $514K |
| Core Wealth Advisors, Inc. | 0.17% | Reduce -1.4% | 11,261 | $510K |
| FSC Wealth Advisors, LLC | 0.36% | Add +62.9% | 11,174 | $506K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 10,747 | $488K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.8% | 10,260 | $464K |
| Powers Advisory Group, LLC | 0.26% | New | 9,908 | $449K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,895 | $448K |
| Raymond James Trust N.A. | 0.01% | Add +4.5% | 9,797 | $444K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Add +3.2% | 9,650 | $437K |
| Citizens Financial Group Inc. | 0.01% | No change | 9,500 | $430K |
| Allworth Financial LP | 0.00% | Add +2.8% | 9,483 | $430K |
| FSA Advisors, Inc. | 0.46% | Reduce -1.9% | 9,384 | $425K |
| WealthCare Investment Partners, LLC | 0.20% | New | 9,359 | $424K |
| Crescent Grove Advisors, LLC | 0.04% | Add +5.5% | 9,349 | $424K |
| PFG Advisors | 0.03% | Reduce -17.6% | 9,290 | $421K |
| Tandem Capital Management Corp. | 0.23% | Add +1.7% | 9,115 | $413K |
| Savvy Advisors, Inc. | 0.24% | New | 9,088 | $412K |
| Wealth Management Associates, Inc. | 0.19% | Add +0.1% | 8,704 | $407K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -1.2% | 8,890 | $403K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.8% | 8,879 | $402K |
| Hartline Investment Corp./ | 0.07% | New | 8,839 | $400K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +1.8% | 8,839 | $400K |
| Widmann Financial Services, Inc. | 0.33% | Add +22.7% | 8,718 | $395K |
| Verdence Capital Advisors LLC | 0.03% | New | 8,053 | $365K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -4.1% | 7,688 | $348K |
| Advisor OS, LLC | 0.04% | No change | 7,504 | $340K |
| CoreCap Advisors, LLC | 0.02% | New | 7,499 | $340K |
| Mission Wealth Management, LP | 0.01% | Add +6.7% | 7,266 | $329K |
| KFG Wealth Management, LLC | 0.14% | New | 7,252 | $329K |
| Spire Wealth Management | 0.01% | Reduce -5.4% | 7,175 | $325K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +26.3% | 6,931 | $314K |
| Tranquility Partners, LLC | 0.12% | No change | 6,893 | $312K |
| Harbour Investments, Inc. | 0.01% | Add +18.5% | 6,787 | $308K |
| D. E. Shaw & Co. | 0.00% | New | 6,641 | $301K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -6.8% | 6,594 | $299K |
| Centurion Wealth Management LLC | 0.12% | Reduce -5.9% | 6,515 | $295K |
| Pathstone Holdings, LLC | 0.00% | No change | 6,465 | $293K |
| Global Retirement Partners, LLC | 0.01% | Add +471.8% | 6,444 | $292K |
| Smithfield Trust Co | 0.01% | No change | 6,200 | $280K |
| David J Yvars Group | 0.18% | No change | 5,915 | $267K |
| TruWealth Advisors, LLC | 0.02% | New | 5,857 | $265K |
| New England Private Wealth Advisors LLC | 0.05% | Add +4.8% | 5,864 | $265K |
| Aspect Partners, LLC | 0.21% | No change | 5,840 | $265K |
| DAVENPORT & Co LLC | 0.00% | New | 5,799 | $263K |
| Atlas Brown,Inc. | 0.10% | Add +0.2% | 5,768 | $261K |
| NFSG Corp | 0.11% | Add +1.9% | 5,716 | $259K |
| Shared Vision Wealth Group LLC | 0.16% | No change | 5,700 | $258K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +14.4% | 5,564 | $252K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 5,314 | $241K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 5,314 | $241K |
| Southern Capital Advisors, LLC | 0.14% | No change | 5,000 | $227K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -15.0% | 4,974 | $225K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 4,810 | $218K |
| FSB Premier Wealth Management, Inc. | 0.10% | Reduce -0.8% | 4,758 | $216K |
| Greenwich Wealth Management LLC | 0.02% | New | 4,694 | $213K |
| Advisors Capital Management, LLC | 0.00% | New | 4,631 | $210K |
| First Foundation Advisors | 0.01% | New | 4,500 | $204K |
| Aptus Capital Advisors, LLC | 0.00% | New | 4,380 | $198K |
| Arax Advisory Partners | 0.02% | No change | 3,896 | $177K |
| Anchor Investment Management, LLC | 0.02% | Reduce -9.6% | 3,786 | $172K |
| Bank of Montreal | 0.00% | No change | 3,700 | $168K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -10.3% | 3,385 | $153K |
| US Bancorp \de | 0.00% | New | 3,297 | $149K |
| Comerica Bank | 0.00% | Reduce -0.3% | 3,166 | $143K |
| Valley National Advisers Inc. | 0.02% | Add +19.1% | 3,042 | $137K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,259 | $102K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,334 | $99K |
| Bank of New Hampshire | 0.02% | No change | 1,683 | $76K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -27.4% | 1,474 | $67K |
| Clearstead Advisors, LLC | 0.00% | Reduce -64.7% | 927 | $43K |
| LifeSteps Financial, Inc. | 0.03% | New | 870 | $39K |
| Citigroup Inc. | 0.00% | No change | 800 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 800 | $35K |
| Geneos Wealth Management Inc. | 0.00% | No change | 694 | $31K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 614 | $28K |
| Syntrinsic LLC | 0.01% | No change | 560 | $25K |
| Chilton Capital Management LLC | 0.00% | No change | 409 | $19K |
| Cwm, LLC | 0.00% | Reduce -3.3% | 380 | $17K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +0.9% | 335 | $15K |
| Providence Capital Advisors, LLC | 0.00% | No change | 297 | $13K |
| Sandy Spring Bank | 0.00% | Add +1.0% | 295 | $13K |
| Venturi Wealth Management, LLC | 0.00% | Add +0.7% | 285 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Add +135.1% | 261 | $12K |
| Global Assets Advisory, LLC | 0.01% | New | 245 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 249 | $11K |
| Kelly Financial Services LLC | 0.00% | Add +0.6% | 174 | $8K |
| Key Financial Inc | 0.00% | No change | 135 | $6K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 135 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $5K |
| Capital Analysts, LLC | 0.00% | New | 88 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 62 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 50 | $2K |
| Sound Income Strategies, LLC | 0.00% | Add +2.2% | 47 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 12 | $544 |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.