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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 %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$30.9M 860,414 +132,583 +18%
CCA
2
Childress Capital Advisors
Texas
$18.8M 524,100 +524,100 New
Morgan Stanley
3
Morgan Stanley
New York
$14.5M 403,978 +63,120 +19%
KAS
4
Kestra Advisory Services
Texas
$13.5M 376,832 +293,427 +352%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.2M 311,876 +87,183 +39%
Bank of America
6
Bank of America
North Carolina
$9.89M 275,279 +34,489 +14%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$9.53M 265,126 -1,488 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.21M 200,635 +45,269 +29%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$6.96M 193,573 +19,800 +11%
Wells Fargo
10
Wells Fargo
California
$6.8M 189,132 +27,229 +17%
LPL Financial
11
LPL Financial
California
$5.26M 146,477 +58,738 +67%
CAN
12
Cetera Advisor Networks
California
$5.01M 139,413 +30,384 +28%
LWA
13
Lineweaver Wealth Advisors
Ohio
$4.97M 138,325 +4,248 +3%
Stifel Financial
14
Stifel Financial
Missouri
$4.79M 133,186 +3,538 +3%
BG
15
Bollard Group
Massachusetts
$4.62M 128,660 +1,342 +1%
OWA
16
Octavia Wealth Advisors
Ohio
$3.45M 95,978 +7,850 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.04M 84,583 +12,049 +17%
Truist Financial
18
Truist Financial
North Carolina
$2.64M 73,323 +42,109 +135%
PCS
19
Personal CFO Solutions
New Jersey
$2.53M 70,418 +3,544 +5%
IWC
20
Integrated Wealth Concepts
Massachusetts
$2.36M 65,674 -2,773 -4%
IWM
21
IHT Wealth Management
Illinois
$2.32M 64,427 -1,436 -2%
MCM
22
MAI Capital Management
Ohio
$2.09M 58,053 +569 +1%
AF
23
Advisornet Financial
Minnesota
$2.07M 57,577 +9,193 +19%
EWA
24
EP Wealth Advisors
California
$2.04M 56,814 +96 +0.2%
PAG
25
Private Advisor Group
New Jersey
$2.03M 56,528 -105,060 -65%
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