Fidelity High Dividend ETFFDVVETF
13F holders, Q1 2025 (March 31)347holders +39
56new positions
17sold out
2famous investors
$49.28avg. 13F price*
At the end of Q1 2025, 347 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 39 from Q4 2024. 56 opened new positions and 17 sold out. The largest holders were Commonwealth Equity Services, LLC ($170.5M), Morgan Stanley ($109.3M) and LPL Financial LLC ($109.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $118.3M |
| Exits | 17 | $51.0M |
All 13F filers, Q4 2024 → Q1 2025: 9,916,233 shares bought and 2,103,533 shares sold, net +7,812,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| Commonwealth Equity Services, LLC | 0.24% | Add +10.4% | 3,438,466 | $170.5M |
| Morgan Stanley | 0.01% | Add +11.5% | 2,203,280 | $109.3M |
| LPL Financial LLC | 0.04% | Add +19.7% | 2,200,888 | $109.2M |
| Retirement Planning Group, LLC | 4.25% | Add +595.3% | 1,827,617 | $90.6M |
| Bank of America Corp. | 0.01% | Add +20.3% | 1,492,379 | $74.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +20.6% | 1,361,393 | $67.5M |
| Osaic Holdings, Inc. | 0.13% | Add +58.1% | 1,160,276 | $57.6M |
| Wells Fargo & Company | 0.01% | Add +12.0% | 1,008,979 | $50.0M |
| JPMorgan Chase & Co. | 0.00% | Add +145.3% | 962,711 | $47.8M |
| Raymond James Financial Inc. | 0.02% | Add +62.5% | 904,306 | $44.9M |
| Childress Capital Advisors, LLC | 12.27% | Add +12.0% | 854,023 | $42.4M |
| Cetera Investment Advisers | 0.08% | Add +28.5% | 808,542 | $40.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +20.2% | 713,054 | $35.4M |
| McIlrath & Eck, LLC | 4.15% | Add +10.6% | 680,649 | $33.8M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +12.0% | 666,296 | $33.0M |
| Dynasty Wealth Management, LLC | 0.49% | New | 591,064 | $29.3M |
| Susquehanna International Group, LLP | 0.05% | Add +27.5% | 590,905 | $29.3M |
| Sagespring Wealth Partners, LLC | 0.67% | New | 537,319 | $26.7M |
| Allworth Financial LP | 0.14% | Add +2.5% | 522,775 | $24.8M |
| Avantax Advisory Services, Inc. | 0.13% | Add +49.5% | 433,020 | $21.5M |
| Prime Capital Investment Advisors, LLC | 0.25% | Add +3068.7% | 426,216 | $21.1M |
| Victory Financial Group, LLC | 3.85% | Add +273.9% | 407,765 | $20.0M |
| AssuredPartners Investment Advisors, LLC | 3.74% | Add +8.8% | 390,411 | $19.4M |
| Integrated Wealth Concepts LLC | 0.22% | Add +7.5% | 383,809 | $19.0M |
| Kestra Investment Management, LLC | 0.36% | Add +115.5% | 588,526 | $18.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +4.4% | 371,094 | $18.4M |
| MML Investors Services, LLC | 0.06% | Reduce -2.8% | 368,857 | $18.3M |
| Landing Point Financial Group, LLC | 12.85% | Reduce -0.1% | 341,563 | $16.9M |
| Lakeridge Wealth Management LLC | 7.88% | Add +7.3% | 317,772 | $15.8M |
| Milestone Investment Advisors LLC | 4.27% | Add +6.0% | 309,922 | $15.4M |
| Systelligence, LLC | 3.22% | Add +17.9% | 270,208 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 246,318 | $12.2M |
| Prentice Wealth Management LLC | 3.16% | New | 220,388 | $10.9M |
| World Investment Advisors | 0.28% | Add +3.7% | 217,011 | $10.8M |
| Captrust Financial Advisors | 0.03% | Add +1.0% | 210,561 | $10.4M |
| Kovack Advisors, Inc. | 1.07% | Add +0.7% | 203,588 | $10.1M |
| Mariner, LLC | 0.02% | Add +302.8% | 195,573 | $9.7M |
| Truist Financial Corp. | 0.01% | Add +19.7% | 166,481 | $8.3M |
| Independence Financial Advisors, LLC | 3.09% | — | 163,739 | $8.1M |
| Atria Investments, Inc | 0.10% | Reduce -2.9% | 160,289 | $8.0M |
| Calton & Associates, Inc. | 1.80% | Add +400.7% | 159,474 | $7.9M |
| Fifth Third Securities, Inc. | 0.65% | Add +14.3% | 156,146 | $7.7M |
| IFP Advisors, Inc | 0.23% | Reduce -1.3% | 151,803 | $7.5M |
| Dentgroup LLC | 5.62% | Reduce -10.8% | 151,226 | $7.5M |
| BluePointe Capital Management, LLC | 2.70% | Add +2.9% | 142,826 | $7.1M |
| Rockefeller Capital Management L.P. | 0.02% | New | 141,996 | $7.0M |
| Flagship Wealth Advisors, LLC | 2.96% | Add +260.9% | 141,870 | $7.0M |
| Sanctuary Advisors, LLC | 0.05% | Add +16.3% | 138,256 | $6.9M |
| Advisory Services Network, LLC | 0.13% | Reduce -1.1% | 136,227 | $6.8M |
| RFG Advisory, LLC | 0.18% | Add +1.4% | 130,998 | $6.5M |
| Jane Street Group, LLC | 0.01% | Reduce -65.0% | 130,568 | $6.5M |
| Gallagher Fiduciary Advisors, LLC | 0.20% | Add +3.3% | 125,060 | $6.2M |
| Wayfinding Financial, LLC | 2.68% | New | 123,426 | $6.1M |
| Carbahal Olsen Financial Services Group, LLC | 5.75% | Add +0.8% | 122,101 | $6.1M |
| Stephens Inc. | 0.09% | Add +20.4% | 120,661 | $6.0M |
| Flow Traders U.S. LLC | 0.25% | New | 120,304 | $6.0M |
| Lineweaver Wealth Advisors, LLC | 0.97% | Reduce -3.4% | 114,815 | $5.7M |
| FMR LLC | 0.00% | Add +21.8% | 113,574 | $5.6M |
| Marmo Financial Group, LLC | 3.08% | Add +9.8% | 113,315 | $5.6M |
| McGlone Suttner Wealth Management, Inc. | 0.91% | Add +2.4% | 112,368 | $5.6M |
| AdvisorNet Financial, Inc | 0.41% | Add +2.2% | 110,610 | $5.5M |
| Slagle Financial, LLC | 2.43% | Add +18.4% | 110,544 | $5.5M |
| D.A. Davidson & Co. | 0.04% | Add +29.0% | 110,300 | $5.5M |
| Thoroughbred Financial Services, LLC | 0.34% | Add +29.2% | 109,517 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +6.0% | 108,308 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +22.3% | 106,876 | $5.3M |
| Arkadios Wealth Advisors | 0.20% | Reduce -0.8% | 106,669 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Add +10.4% | 96,577 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -6.5% | 90,546 | $4.5M |
| WCG Wealth Advisors LLC | 0.33% | Reduce -1.1% | 87,985 | $4.4M |
| Equitable Holdings, Inc. | 0.04% | Reduce -72.5% | 87,938 | $4.4M |
| Marshall & Sterling Wealth Advisors Inc. | 2.88% | Add +7.7% | 85,351 | $4.2M |
| Investmark Advisory Group LLC | 2.08% | Add +0.2% | 84,873 | $4.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.55% | New | 82,904 | $4.1M |
| Principle Wealth Partners LLC | 0.29% | Add +6.8% | 81,664 | $4.1M |
| Valued Retirements, Inc. | 5.32% | Add +15.5% | 81,537 | $4.0M |
| AE Wealth Management LLC | 0.03% | Add +3.7% | 81,259 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +135.5% | 81,206 | $4.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +11.5% | 80,617 | $4.0M |
| GPS Wealth Strategies Group, LLC | 0.53% | New | 78,644 | $3.9M |
| Essex Financial Services, Inc. | 0.27% | Add +17.7% | 76,105 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -14.1% | 75,332 | $3.7M |
| Fsa Wealth Partners, Inc. | 1.37% | Reduce -1.3% | 73,016 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.04% | New | 72,138 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | New | 72,138 | $3.6M |
| Foresight Capital Management Advisors, Inc. | 2.17% | Add +1.1% | 70,436 | $3.5M |
| Valmark Advisers, Inc. | 0.05% | Add +0.4% | 67,987 | $3.4M |
| Dana Investment Advisors, Inc. | 0.12% | Reduce -4.8% | 65,821 | $3.3M |
| Axis Wealth Partners, LLC | 2.27% | Add +2.0% | 62,010 | $3.1M |
| Integrated Advisors Network LLC | 0.14% | Add +200.3% | 57,554 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +15.5% | 55,184 | $2.7M |
| Silver Oak Securities, Incorporated | 0.24% | Reduce -4.5% | 51,818 | $2.5M |
| Principal Securities, Inc. | 0.06% | Add +2.6% | 50,631 | $2.5M |
| BG Investment Services, LLC | 2.71% | Add +74.8% | 50,796 | $2.5M |
| Mascoma Wealth Management LLC | 0.63% | Reduce -83.7% | 50,655 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +17.4% | 49,805 | $2.5M |
| MAI Capital Management | 0.02% | Reduce -0.2% | 49,292 | $2.4M |
| Pathway Financial Advisers, LLC | 0.83% | Add +1.2% | 48,883 | $2.4M |
| Hilltop Holdings Inc. | 0.15% | New | 48,645 | $2.4M |
| GTS Securities LLC | 0.10% | Add +769.6% | 46,752 | $2.3M |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.