Fidelity High Dividend ETFFDVVETF
13F holders, Q2 2024 (June 30)243holders +26
38new positions
12sold out
2famous investors
$46.77avg. 13F price*
At the end of Q2 2024, 243 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 26 from Q1 2024. 38 opened new positions and 12 sold out. The largest holders were Commonwealth Equity Services, LLC ($116.0M), Morgan Stanley ($62.2M) and Bank of America Corp. ($52.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $11.8M |
| Exits | 12 | $16.3M |
All 13F filers, Q1 2024 → Q2 2024: 2,965,490 shares bought and 1,336,809 shares sold, net +1,628,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| Commonwealth Equity Services, LLC | 0.18% | Add +10.7% | 2,480,597 | $116.0M |
| Morgan Stanley | 0.00% | Add +16.8% | 1,328,758 | $62.2M |
| Bank of America Corp. | 0.01% | Add +3.4% | 1,129,789 | $52.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +35.7% | 1,020,505 | $47.7M |
| Kestra Advisory Services, LLC | 0.17% | Add +10.4% | 682,787 | $31.2M |
| LPL Financial LLC | 0.01% | Add +12.5% | 642,795 | $30.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -46.0% | 628,483 | $29.4M |
| Wells Fargo & Company | 0.01% | Add +5.9% | 602,455 | $28.2M |
| Childress Capital Advisors, LLC | 7.23% | Add +0.2% | 548,442 | $25.7M |
| Cetera Investment Advisers | 0.06% | Add +41.2% | 543,198 | $25.4M |
| McIlrath & Eck, LLC | 3.50% | Add +13.8% | 504,144 | $23.6M |
| Allworth Financial LP | 0.14% | Add +4593.4% | 445,072 | $21.4M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -41.7% | 304,789 | $14.3M |
| Mascoma Wealth Management LLC | 3.75% | Add +4.4% | 302,013 | $14.1M |
| Jane Street Group, LLC | 0.02% | Add +32.5% | 298,751 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +14.0% | 290,522 | $13.6M |
| Greater Midwest Financial Group, LLC | 8.34% | Add +3.9% | 272,119 | $13.2M |
| Kestra Investment Management, LLC | 0.88% | — | 276,560 | $12.9M |
| Lakeridge Wealth Management LLC | 7.53% | Add +5.0% | 267,747 | $12.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +20.3% | 247,198 | $11.6M |
| MML Investors Services, LLC | 0.04% | Add +1.8% | 233,896 | $10.9M |
| Milestone Investment Advisors LLC | 2.81% | Add +254.7% | 225,758 | $10.6M |
| Arden Trust Co | 1.47% | Reduce -0.5% | 224,373 | $10.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.3% | 222,397 | $10.4M |
| Captrust Financial Advisors | 0.03% | Add +4.8% | 207,009 | $9.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 193,723 | $9.1M |
| Retirement Planning Group, LLC | 0.56% | Reduce -0.6% | 189,712 | $8.9M |
| Stifel Financial Corp. | 0.01% | Reduce -3.9% | 183,894 | $8.6M |
| Avantax Advisory Services, Inc. | 0.06% | Add +25.9% | 179,386 | $8.4M |
| Atria Investments, Inc | 0.09% | Add +17.6% | 142,492 | $6.7M |
| World Investment Advisors | 0.40% | Add +99.6% | 138,642 | $6.5M |
| Bollard Group LLC | 0.18% | Add +0.7% | 138,113 | $6.5M |
| Lineweaver Wealth Advisors, LLC | 1.22% | Reduce -2.3% | 125,901 | $5.9M |
| BluePointe Capital Management, LLC | 3.77% | Add +8.5% | 120,123 | $5.6M |
| IFP Advisors, Inc | 0.22% | Add +61.7% | 119,833 | $5.6M |
| Fifth Third Securities, Inc. | 0.50% | Add +929.5% | 116,710 | $5.5M |
| RFG Advisory, LLC | 0.18% | Add +3.8% | 115,600 | $5.4M |
| Gallagher Fiduciary Advisors, LLC | 1.14% | Add +2.3% | 108,795 | $5.1M |
| AdvisorNet Financial, Inc | 0.45% | Add +3.2% | 105,929 | $5.0M |
| Prudential Financial Inc. | 0.01% | Add +35.0% | 103,574 | $4.8M |
| McGlone Suttner Wealth Management, Inc. | 0.95% | Add +1.0% | 109,401 | $4.6M |
| Advisory Services Network, LLC | 0.09% | Add +12.0% | 92,133 | $4.3M |
| Marmo Financial Group, LLC | 2.43% | Reduce -5.3% | 85,976 | $4.0M |
| Valmark Advisers, Inc. | 0.07% | Add +6.4% | 85,528 | $4.0M |
| WCG Wealth Advisors LLC | 0.30% | Add +3.4% | 85,335 | $4.0M |
| Kovack Advisors, Inc. | 0.43% | Reduce -0.4% | 84,181 | $3.9M |
| Truist Financial Corp. | 0.01% | Add +0.7% | 81,142 | $3.8M |
| Personal Cfo Solutions, LLC | 0.58% | Reduce -5.6% | 80,010 | $3.7M |
| Investmark Advisory Group LLC | 1.99% | Add +5.1% | 79,727 | $3.7M |
| Kingsview Wealth Management, LLC | 0.09% | Add +408.1% | 79,135 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +9.8% | 78,391 | $3.7M |
| FMR LLC | 0.00% | Add +33.7% | 76,711 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -0.5% | 76,481 | $3.6M |
| Arkadios Wealth Advisors | 0.24% | Add +44.7% | 75,371 | $3.5M |
| AE Wealth Management LLC | 0.04% | Add +6.3% | 75,242 | $3.5M |
| Slagle Financial, LLC | 1.79% | Add +13.0% | 74,548 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -61.1% | 72,438 | $3.4M |
| Principle Wealth Partners LLC | 0.25% | Add +18.6% | 71,117 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +23.3% | 67,264 | $3.1M |
| Foresight Capital Management Advisors, Inc. | 2.11% | Add +2.4% | 66,339 | $3.1M |
| Essex Financial Services, Inc. | 0.22% | Add +16.6% | 63,273 | $3.0M |
| Stephens Inc. | 0.04% | Add +33.9% | 62,332 | $2.9M |
| Principal Securities, Inc. | 0.08% | Add +18.7% | 60,999 | $2.9M |
| Bright Futures Wealth Management, LLC. | 1.49% | Add +17.4% | 57,737 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | — | 61,823 | $2.7M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +25.9% | 53,751 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +431.9% | 52,631 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Add +70.6% | 49,184 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -0.6% | 47,689 | $2.2M |
| IHT Wealth Management, LLC | 0.08% | Reduce -0.4% | 46,077 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 45,769 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -0.1% | 45,666 | $2.1M |
| Pathway Financial Advisers, LLC | 0.77% | Add +1.2% | 45,687 | $2.1M |
| Old Mission Investment Co LLC | 0.63% | Reduce -1.1% | 41,307 | $1.9M |
| Koshinski Asset Management, Inc. | 0.18% | Add +12.1% | 40,703 | $1.9M |
| Primoris Wealth Advisors, LLC | 1.48% | Reduce -0.3% | 39,542 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.3% | 37,994 | $1.8M |
| Barry Investment Advisors, LLC | 0.60% | Add +19.8% | 37,909 | $1.8M |
| Biondo Investment Advisors, LLC | 0.26% | Add +3.1% | 36,840 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -45.6% | 36,579 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +55.0% | 36,080 | $1.7M |
| Raymond James & Associates | 0.00% | Add +18.3% | 36,049 | $1.7M |
| Mariner, LLC | 0.00% | Add +81.6% | 33,556 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.48% | New | 31,001 | $1.5M |
| Level Four Advisory Services, LLC | 0.06% | New | 30,579 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +25.9% | 30,312 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +28.0% | 30,204 | $1.4M |
| D.A. Davidson & Co. | 0.01% | New | 28,378 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -1.5% | 28,121 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -39.1% | 28,000 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +64.8% | 27,638 | $1.3M |
| CPC Advisors, LLC | 0.21% | Reduce -7.5% | 26,918 | $1.3M |
| HBW Advisory Services LLC | 0.20% | Reduce -0.2% | 25,297 | $1.2M |
| Godshalk Welsh Capital Management, Inc. | 0.78% | Add +10.6% | 24,860 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -4.6% | 24,359 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +106.2% | 24,091 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.15% | Add +17.9% | 23,732 | $1.1M |
| Certified Advisory Corp | 0.14% | Add +62.7% | 22,993 | $1.1M |
| Private Wealth Partners, LLC | 0.08% | Reduce -1.3% | 22,800 | $1.1M |
| Calton & Associates, Inc. | 0.52% | Reduce -0.8% | 22,406 | $1.0M |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.