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 |
| Fortitude Financial, LLC | 2.19% | No change | 46,319 | $2.3M |
| Old Mission Investment Co LLC | 0.68% | Add +0.8% | 45,439 | $2.3M |
| Sheets Smith Wealth Management | 0.28% | New | 45,170 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Reduce -1.1% | 44,735 | $2.2M |
| Integrity Alliance, Llc. | 0.09% | Add +9.1% | 44,283 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +32.9% | 43,818 | $2.2M |
| PFG Advisors | 0.12% | Add +132.5% | 43,778 | $2.2M |
| Wise Wealth Partners | 5.08% | Reduce -8.3% | 42,847 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +3.7% | 42,676 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.8% | 41,795 | $2.1M |
| Barry Investment Advisors, LLC | 0.54% | Add +2.5% | 41,339 | $2.1M |
| Koshinski Asset Management, Inc. | 0.17% | Add +0.2% | 41,049 | $2.0M |
| HBW Advisory Services LLC | 0.29% | Reduce -19.0% | 40,931 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +80.2% | 40,894 | $2.0M |
| Unique Wealth, LLC | 0.38% | New | 40,411 | $2.0M |
| Sovran Advisors, LLC | 0.26% | Reduce -45.8% | 42,944 | $2.0M |
| Level Four Advisory Services, LLC | 0.08% | Add +2.4% | 40,105 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +0.1% | 39,536 | $2.0M |
| Primoris Wealth Advisors, LLC | 1.51% | Add +0.0% | 39,387 | $2.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -2.8% | 38,645 | $1.9M |
| Biondo Investment Advisors, LLC | 0.25% | Reduce -3.1% | 35,960 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.8% | 34,398 | $1.7M |
| Certified Advisory Corp | 0.19% | Add +5.2% | 34,100 | $1.7M |
| OneAscent Financial Services LLC | 0.11% | Reduce -3.8% | 33,629 | $1.7M |
| Godshalk Welsh Capital Management, Inc. | 1.04% | Add +4.6% | 32,025 | $1.6M |
| International Assets Investment Management, LLC | 0.14% | Add +27.0% | 31,086 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.51% | Add +10.1% | 30,734 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.9% | 30,183 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +18.6% | 27,415 | $1.4M |
| Ballew Advisors, Inc | 0.90% | Add +4.0% | 29,017 | $1.3M |
| Precedent Wealth Partners, LLC | 0.36% | Add +145.9% | 26,220 | $1.3M |
| Castleview Partners, LLC | 0.88% | Reduce -42.7% | 26,105 | $1.3M |
| Citadel Advisors | 0.00% | Add +318.3% | 25,891 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +203.3% | 24,999 | $1.2M |
| Octavia Wealth Advisors, LLC | 0.15% | Add +1.3% | 24,811 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.47% | Reduce -1.6% | 24,753 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Add +7.3% | 24,421 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +65.2% | 24,364 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +7.5% | 24,008 | $1.2M |
| Powers Advisory Group, LLC | 0.55% | Add +38.5% | 23,271 | $1.2M |
| Clare Market Investments LLC | 0.30% | Add +18.2% | 23,175 | $1.1M |
| CPC Advisors, LLC | 0.16% | Add +1.3% | 23,114 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -19.1% | 23,052 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.21% | Add +13.4% | 22,832 | $1.1M |
| Private Wealth Partners, LLC | 0.09% | No change | 22,800 | $1.1M |
| KFG Wealth Management, LLC | 0.21% | Add +44.6% | 22,766 | $1.1M |
| Advisors Preferred, LLC | 0.15% | Add +64.3% | 22,752 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -10.3% | 22,699 | $1.1M |
| Westside Investment Management, Inc. | 0.24% | Add +21.0% | 22,464 | $1.1M |
| Rainier Family Wealth Inc. | 1.30% | New | 22,331 | $1.1M |
| Code Waechter LLC | 0.90% | No change | 21,958 | $1.1M |
| Soltis Investment Advisors LLC | 0.09% | Add +0.2% | 21,148 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +100.4% | 20,096 | $997K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 19,894 | $987K |
| Core Wealth Advisors, Inc. | 0.31% | Add +20.5% | 19,492 | $967K |
| Mayfair Advisory Group, LLC | 0.55% | Add +14.3% | 19,141 | $949K |
| Melfa Wealth Management, Inc. | 0.62% | Add +6.4% | 18,573 | $921K |
| Savvy Advisors, Inc. | 0.09% | Add +5.7% | 18,418 | $914K |
| Waverly Advisors, LLC | 0.01% | Add +3.4% | 17,974 | $892K |
| Foundations Investment Advisors, LLC | 0.02% | Add +273.8% | 17,814 | $884K |
| Sunbelt Securities, Inc. | 0.08% | Add +4.9% | 17,761 | $881K |
| LongView Wealth Management | 0.26% | Add +32.3% | 17,509 | $868K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +12.9% | 17,112 | $849K |
| LVZ, Inc. | 0.11% | Add +0.8% | 17,033 | $845K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -27.3% | 16,874 | $842K |
| Paragon Private Wealth Management, LLC | 0.38% | New | 16,698 | $828K |
| Onyx Financial Advisors, LLC | 0.43% | Add +0.2% | 16,524 | $820K |
| &partners | 0.01% | Add +4.5% | 16,380 | $805K |
| Synovus Financial Corp. | 0.01% | Add +17.8% | 16,167 | $802K |
| TruWealth Advisors, LLC | 0.05% | Add +14.1% | 16,085 | $798K |
| BXM Wealth LLC | 0.95% | No change | 16,000 | $794K |
| Daymark Wealth Partners, LLC | 0.03% | Add +284.2% | 15,873 | $787K |
| Madrona Financial Services, LLC | 0.22% | Reduce -86.5% | 15,775 | $782K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +5.8% | 15,746 | $781K |
| Community Trust & Investment Co. | 0.05% | Add +8.1% | 15,727 | $780K |
| Sowell Financial Services LLC | 0.04% | Add +4.7% | 15,689 | $778K |
| Centaurus Financial, Inc. | 0.05% | Add +1.9% | 15,658 | $777K |
| Sweeney & Michel, LLC | 0.33% | — | 17,346 | $756K |
| High Net Worth Advisory Group LLC | 0.21% | No change | 15,129 | $750K |
| Ieq Capital, LLC | 0.01% | New | 14,811 | $735K |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +2.1% | 14,745 | $731K |
| Element Wealth, LLC | 0.38% | Add +4.7% | 14,191 | $704K |
| Independent Financial Group, LLC | 0.02% | Add +10.6% | 14,161 | $702K |
| Hubbell Strickland Wealth Management, LLC | 0.33% | Add +179.8% | 13,899 | $694K |
| Glassman Wealth Services | 0.12% | No change | 13,850 | $687K |
| PFG Investments, LLC | 0.04% | Add +7.4% | 13,285 | $659K |
| Accurate Wealth Management, LLC | 0.12% | Add +0.7% | 13,577 | $628K |
| Nicolet Advisory Services, LLC | 0.06% | Reduce -24.6% | 13,631 | $618K |
| Cyndeo Wealth Partners, LLC | 0.04% | New | 12,372 | $614K |
| Merit Financial Group, LLC | 0.01% | New | 12,085 | $599K |
| IFG Advisory, LLC | 0.03% | Add +0.6% | 11,943 | $592K |
| FSC Wealth Advisors, LLC | 0.36% | Reduce -10.3% | 11,083 | $550K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +21.3% | 11,179 | $549K |
| Investor's Fiduciary Advisor Network, LLC | 0.26% | Add +8.9% | 10,967 | $543K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.4% | 10,657 | $529K |
| Widmann Financial Services, Inc. | 0.40% | Reduce -2.1% | 10,361 | $514K |
| Regal Investment Advisors LLC | 0.04% | Add +64.5% | 10,304 | $511K |
| SageOak Financial, LLC | 0.44% | Reduce -49.1% | 10,107 | $501K |
| Brown, Lisle/Cummings, Inc. | 0.14% | Reduce -1.2% | 10,025 | $497K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.1% | 9,592 | $476K |
| Tandem Capital Management Corp. | 0.27% | Add +1.1% | 9,575 | $475K |
| Sandy Spring Bank | 0.02% | Add +3020.7% | 9,518 | $472K |
| WealthCare Investment Partners, LLC | 0.20% | Reduce -0.7% | 10,171 | $464K |
| Creative Planning | 0.00% | New | 9,164 | $455K |
| Brown Miller Wealth Management, LLC | 0.16% | No change | 9,100 | $451K |
| Wealth Management Associates, Inc. | 0.19% | Add +2.6% | 8,937 | $443K |
| Betterment LLC | 0.00% | Add +1.4% | 8,821 | $438K |
| FSA Advisors, Inc. | 0.35% | Reduce -6.4% | 8,780 | $435K |
| Arax Advisory Partners | 0.03% | Reduce -1.1% | 8,706 | $432K |
| Brass Tax Wealth Management, Inc. | 0.09% | Add +53.2% | 8,658 | $429K |
| D. E. Shaw & Co. | 0.00% | New | 8,636 | $428K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -0.1% | 8,349 | $414K |
| Moors & Cabot, Inc. | 0.02% | Add +16.7% | 8,197 | $407K |
| Moneco Advisors, LLC | 0.04% | Reduce -4.5% | 8,154 | $404K |
| Verdence Capital Advisors LLC | 0.03% | No change | 8,053 | $399K |
| Buffington Mohr McNeal | 0.08% | New | 7,726 | $383K |
| Advisor OS, LLC | 0.04% | No change | 7,504 | $372K |
| Keel Point, LLC | 0.03% | Add +7.3% | 7,433 | $369K |
| Larson Financial Group LLC | 0.02% | Add +25.3% | 7,400 | $367K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 7,367 | $365K |
| Fairvoy Private Wealth, LLC | 0.10% | New | 7,362 | $365K |
| Strategic Blueprint, LLC | 0.02% | New | 7,197 | $357K |
| Valley National Advisers Inc. | 0.06% | Add +31.3% | 7,183 | $355K |
| DHK Financial Advisors, Inc. | 0.19% | Add +0.8% | 7,126 | $353K |
| Permanent Capital Management, LP | 0.10% | New | 7,097 | $352K |
| Independent Wealth Network Inc. | 0.14% | New | 7,062 | $350K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.3% | 6,972 | $346K |
| Sculati Wealth Management, LLC | 0.14% | New | 6,876 | $341K |
| Flagstar Securities, Inc. | 0.09% | New | 6,805 | $338K |
| Aptus Capital Advisors, LLC | 0.00% | Add +27.9% | 6,765 | $336K |
| Tranquility Partners, LLC | 0.13% | No change | 6,590 | $327K |
| Mission Wealth Management, LP | 0.01% | Add +0.6% | 6,538 | $324K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.6% | 6,330 | $314K |
| Smithfield Trust Co | 0.02% | No change | 6,300 | $313K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +3.7% | 6,309 | $313K |
| Ameriflex Group, Inc. | 0.13% | Add +19.6% | 6,225 | $309K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +3.9% | 6,102 | $303K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -82.0% | 6,100 | $303K |
| Full Sail Capital, LLC | 0.02% | New | 6,000 | $298K |
| Centurion Wealth Management LLC | 0.09% | No change | 5,880 | $294K |
| Smith, Moore & Co. | 0.03% | Reduce -0.3% | 5,895 | $292K |
| Aspect Partners, LLC | 0.17% | No change | 5,840 | $290K |
| Shared Vision Wealth Group LLC | 0.15% | No change | 5,700 | $283K |
| Rehmann Capital Advisory Group | 0.02% | No change | 5,692 | $282K |
| Lakeshore Capital Group, Inc. | 0.27% | Add +0.2% | 5,567 | $276K |
| MWA Asset Management | 0.19% | Reduce -6.3% | 5,548 | $275K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -13.7% | 5,525 | $274K |
| Greater Midwest Financial Group, LLC | 0.19% | Reduce -36.6% | 5,474 | $272K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.0% | 5,420 | $269K |
| Liberty Wealth Management LLC | 0.05% | New | 5,362 | $266K |
| Atlas Brown,Inc. | 0.09% | Reduce -10.6% | 5,272 | $261K |
| NFSG Corp | 0.06% | Reduce -38.6% | 5,255 | $261K |
| Sage Investment Counsel LLC | 0.33% | Add +1.9% | 5,207 | $258K |
| Citizens Financial Group Inc. | 0.01% | Reduce -16.3% | 5,182 | $257K |
| Pathstone Holdings, LLC | 0.00% | Add +7.8% | 5,174 | $257K |
| PKS Advisory Services, LLC | 0.07% | Add +15.1% | 5,072 | $252K |
| Southern Capital Advisors, LLC | 0.14% | No change | 5,000 | $248K |
| Novem Group | 0.03% | Add +1.2% | 4,903 | $243K |
| Compass Ion Advisors, LLC | 0.03% | Add +18.3% | 4,843 | $240K |
| Greykasell Wealth Strategies, Inc. | 0.13% | No change | 4,835 | $240K |
| Greenwich Wealth Management LLC | 0.02% | No change | 4,694 | $233K |
| Lanark Financial, Inc. | 0.02% | — | 4,662 | $231K |
| FSB Premier Wealth Management, Inc. | 0.09% | Add +0.0% | 4,646 | $230K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 4,599 | $228K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.6% | 4,589 | $228K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -13.1% | 4,588 | $228K |
| Financial Partners Group, Inc | 0.03% | Reduce -30.5% | 4,542 | $225K |
| First Trust Advisors LP | 0.00% | New | 4,512 | $224K |
| First Foundation Advisors | 0.01% | No change | 4,500 | $223K |
| Southland Equity Partners LLC | 0.05% | Reduce -4.6% | 4,424 | $219K |
| US Bancorp \de | 0.00% | Reduce -7.6% | 4,422 | $219K |
| ZEGA Investments, LLC | 0.06% | No change | 4,407 | $219K |
| MJP Associates Inc. | 0.04% | No change | 4,407 | $219K |
| Bank of Montreal | 0.00% | Add +3.3% | 4,352 | $216K |
| Financial Perspectives, Inc | 0.07% | Add +28.0% | 4,306 | $214K |
| Level Wealth Management LLC | 0.14% | Add +0.8% | 4,262 | $211K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | Add +0.8% | 4,223 | $209K |
| Catalyst Financial Partners LLC | 0.04% | New | 4,155 | $206K |
| Zacks Investment Management | 0.00% | New | 4,150 | $206K |
| HRT Financial LP | 0.00% | New | 4,097 | $203K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -10.1% | 4,073 | $202K |
| TFB Advisors LLC | 0.06% | Reduce -3.5% | 4,053 | $201K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 4,047 | $201K |
| Anchor Investment Management, LLC | 0.02% | Add +0.3% | 3,841 | $191K |
| Comerica Bank | 0.00% | No change | 3,654 | $181K |
| Richards, Merrill & Peterson, Inc. | 0.08% | Add +13.8% | 3,100 | $154K |
| Archer Investment Corp | 0.04% | Add +46.6% | 2,878 | $143K |
| Brooklyn Investment Group | 0.03% | Reduce -53.4% | 2,826 | $140K |
| Avion Wealth | 0.03% | No change | 2,580 | $128K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,351 | $117K |
| POM Investment Strategies, LLC | 0.12% | New | 2,000 | $99K |
| Quest 10 Wealth Builders, Inc. | 0.11% | No change | 2,000 | $99K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 2,000 | $99K |
| Tidemark, LLC | 0.04% | Add +230.2% | 1,925 | $95K |
| Cwm, LLC | 0.00% | Add +1.9% | 1,737 | $86K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,641 | $81K |
| Nova Wealth Management, Inc. | 0.07% | Add +1457.0% | 1,557 | $77K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,530 | $76K |
| Roxbury Financial LLC | 0.06% | Reduce -0.9% | 1,173 | $60K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,171 | $58K |
| Capital Analysts, LLC | 0.00% | Reduce -64.9% | 1,068 | $53K |
| Mendota Financial Group, LLC | 0.05% | New | 960 | $48K |
| Abound Wealth Management | 0.02% | New | 931 | $46K |
| Private Trust Co. NA | 0.00% | New | 917 | $45K |
| Clearstead Advisors, LLC | 0.00% | No change | 827 | $41K |
| Bogart Wealth, LLC | 0.00% | Add +299.5% | 803 | $40K |
| Citigroup Inc. | 0.00% | No change | 800 | $40K |
| Creekmur Asset Management LLC | 0.01% | New | 700 | $35K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 686 | $34K |
| Signaturefd, LLC | 0.00% | Add +6.3% | 656 | $33K |
| IMA Advisory Services, Inc. | 0.00% | New | 560 | $28K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 511 | $25K |
| Darwin Wealth Management, LLC | 0.01% | No change | 505 | $25K |
| Quadrant Capital Group LLC | 0.00% | No change | 500 | $25K |
| Chilton Capital Management LLC | 0.00% | No change | 409 | $20K |
| Keener Financial Planning LLC | 0.01% | New | 422 | $20K |
| Avalon Trust Co | 0.00% | New | 400 | $20K |
| Assetmark, Inc. | 0.00% | Add +0.0% | 262 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 236 | $12K |
| Farther Finance Advisors, LLC | 0.00% | New | 210 | $10K |
| HighMark Wealth Management LLC | 0.01% | Add +1.0% | 206 | $10K |
| Capital A Wealth Management, LLC | 0.01% | Add +11.8% | 190 | $9K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 173 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 152 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -62.9% | 144 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 139 | $7K |
| Key Financial Inc | 0.00% | No change | 135 | $7K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 135 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 131 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 118 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 111 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 100 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 81 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | New | 58 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 58 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 50 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 48 | $2K |
| Spire Wealth Management | 0.00% | Reduce -98.8% | 18 | $869 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $595 |
| National Bank of Canada | 0.00% | New | 12 | $595 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 11 | $549 |
| Innovative Advisory Group, LLC | 0.00% | No change | 6 | $298 |
| Founders Financial Alliance, LLC | 0.00% | New | 4 | $198 |
| GHP Investment Advisors, Inc. | 0.00% | New | 2 | $100 |
| UBS Group AG | 0.00% | Reduce -100.0% | 1 | $50 |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 249 | $0 |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.