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Fidelity High Dividend ETF
FDVV

Overview Fund Activity

120 hedge funds and large institutions have $228M invested in Fidelity High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
53
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Childress Capital Advisors
Texas
$18.8M
2
KAS
2
Kestra Advisory Services
Texas
$13.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.5M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
PAG
2
Private Advisor Group
New Jersey
$2.03M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.67M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
ASN
5
Advisory Services Network
Georgia
$514K
Name Market Value Shares Shares
Change 		Shares
Change %
FCMA
26
Foresight Capital Management Advisors
Michigan
$1.98M 55,188 -702 -1%
KPWS
27
Kestra Private Wealth Services
Texas
$1.9M 52,858 +28,637 +118%
PWP
28
Principle Wealth Partners
Connecticut
$1.86M 51,660 -242 -0.5%
LI
29
LVZ Inc
Michigan
$1.79M 49,890 -83 -0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.67M 46,371 -87,794 -65%
PWA
31
Primoris Wealth Advisors
Florida
$1.59M 44,243 +13 +0%
LNC
32
Lincoln National Corp
Pennsylvania
$1.58M 43,903 -2,644 -6%
Lido Advisors
33
Lido Advisors
California
$1.52M 42,344 +1,704 +4%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.52M 42,158 +6,296 +18%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.51M 42,119 +10,218 +32%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$1.48M 41,279 +41,279 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.34M 37,294 +25,487 +216%
NA
38
NewEdge Advisors
Louisiana
$1.26M 35,173 -4,083 -10%
AAS
39
Avantax Advisory Services
Texas
$1.24M 34,451 +5,926 +21%
BIA
40
Biondo Investment Advisors
Pennsylvania
$1.17M 32,470 +1,380 +4%
Citadel Advisors
41
Citadel Advisors
Florida
$1.15M 31,973 +31,973 New
BG
42
Benedetti & Gucer
Georgia
$1.11M 30,925 +3,196 +12%
GIA
43
Gladstone Institutional Advisory
Florida
$1.08M 29,970 +62 +0.2%
AWM
44
Accurate Wealth Management
Florida
$1.01M 27,824 +12,840 +86%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1M 27,905 -1,069 -4%
AIP
46
Ahrens Investment Partners
Louisiana
$920K 25,594 -498 -2%
SXL
47
Summit X LLC
Missouri
$904K 25,144 -642 -2%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$818K 22,774 -9,031 -28%
AWM
49
AE Wealth Management
Kansas
$804K 22,389 +2,791 +14%
RJA
50
Raymond James & Associates
Florida
$776K 21,589 -2,012 -9%
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