FDVV icon

Fidelity High Dividend ETF

62 hedge funds and large institutions have $94.5M invested in Fidelity High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
62
Holders Change
+12
Holders Change %
+24%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
31
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.7M 485,191 +96,305 +25%
EWF
2
Epstein & White Financial
California
$7.37M 226,864 -9,373 -4%
LPL Financial
3
LPL Financial
California
$6.14M 189,215 +129,552 +217%
ASN
4
Advisory Services Network
Georgia
$5.43M 167,307 +93,625 +127%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.28M 162,726 +11,088 +7%
AIP
6
Ahrens Investment Partners
Louisiana
$5.27M 162,237 -4,917 -3%
BG
7
Bollard Group
Massachusetts
$3.98M 122,628 +945 +0.8%
Stifel Financial
8
Stifel Financial
Missouri
$3.61M 111,202 +95,905 +627%
LWA
9
Lineweaver Wealth Advisors
Ohio
$3.59M 110,742 +110,742 New
Bank of America
10
Bank of America
North Carolina
$3.07M 94,597 +26,908 +40%
Wells Fargo
11
Wells Fargo
California
$2.71M 83,594 -21,075 -20%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.61M 80,500
PCS
13
Personal CFO Solutions
New Jersey
$2.28M 70,300 +27,700 +65%
GIA
14
Gladstone Institutional Advisory
Florida
$2.28M 70,192 +3,053 +5%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$2.07M 63,874 +63,874 New
PAG
16
Private Advisor Group
New Jersey
$1.81M 55,649 +1,786 +3%
CWA
17
Core Wealth Advisors
Florida
$1.71M 52,673 +52,673 New
LNC
18
Lincoln National Corp
Pennsylvania
$1.49M 45,896 +36,240 +375%
Jane Street
19
Jane Street
New York
$1.46M 44,840 -37,474 -46%
HAS
20
HBW Advisory Services
California
$1.39M 42,747 +2,865 +7%
LI
21
LVZ Inc
Michigan
$1.36M 41,794 +2,162 +5%
Morgan Stanley
22
Morgan Stanley
New York
$1.34M 41,212 +5,391 +15%
Lido Advisors
23
Lido Advisors
California
$970K 29,880 +1,703 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$897K 27,642 +5,916 +27%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$892K 27,478 +20,722 +307%