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Get Institutions for : 
Fidelity High Dividend Etf (FDVV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 171    13
Total shares held : 
 15,113,611  
% of shares held : 
 77.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   64  
Amount of shares held : 
 2,698,359  
% of shares held change : 
   13.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 381,107
 2.52%
 
Increased Positions :
87
 3,064,453
 20.28%
 
Unchanged Positions :
21
 344,781
 2.28%
 
Decreased Positions :
36
-583,900
-3.86%
 
Closed Positions :
14
-163,301
-1.08%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CHILDRESS CAPITAL ADVISORS LLC 2 - 2024-03-31 547,507 $24,808,000 -27,400
   Lakeridge Wealth Management LLC 2 - 2024-03-31 255,074 $11,557,000 -667
   JANE STREET GROUP LLC 793 - 2024-03-31 225,405 $10,213,000 -78,008
   J P MORGAN CHASE & CO 2145 - 2024-03-31 188,632 $8,547,000 -136,596
   Lineweaver Wealth Advisors LLC 16 - 2024-03-31 128,808 $5,836,000 -1,187
   McGlone Suttner Wealth Management Inc. 17 - 2024-03-31 108,324 $4,908,000 -1,077
   PERSONAL CFO SOLUTIONS LLC 34 - 2024-03-31 84,783 $3,842,000 -1,221
   VALMARK ADVISERS INC 118 - 2024-03-31 80,392 $3,643,000 -555
   KESTRA PRIVATE WEALTH SERVICES LLC 263 - 2024-03-31 76,850 $3,482,000 -7,517
   ROYAL BANK OF CANADA 2197 - 2024-03-31 71,403 $3,235,000 -1,915
   AE Wealth Management LLC 383 - 2024-03-31 70,787 $3,207,000 -71,398
   Qube Research & Technologies Ltd 1292 - 2024-03-31 67,247 $3,047,000 -657
   Slagle Financial LLC 14 - 2024-03-31 65,981 $2,990,000 -53,989
   MCCORMACK ADVISORS INTERNATIONAL 352 - 2024-03-31 47,988 $2,174,000 -1,269
   EP WEALTH ADVISORS, INC. 254 - 2024-03-31 46,269 $2,096,000 -474
   IHT Wealth Management LLC 238 - 2024-03-31 46,256 $2,096,000 -5,937
   MERCER GLOBAL ADVISORS INC /ADV 750 - 2024-03-31 39,689 $1,798,000 -5,861
   OneAscent Financial Services LLC 79 - 2024-03-31 36,396 $1,649,000 -845
   Koshinski Asset Management Inc. 135 - 2024-03-31 36,305 $1,645,000 -34,700
   RAYMOND JAMES & ASSOCIATES 2377 - 2024-03-31 30,467 $1,380,000 -5,184
   Benedetti & Gucer Inc. 28 - 2024-03-31 30,209 $1,369,000 -4,660
   Consolidated Planning Corp 81 - 2024-03-31 29,110 $1,319,000 -4,709
   Goss Wealth Management LLC 855 - 2024-03-31 28,827 $1,306,000 -15,857
   Lido Advisors LLC 527 - 2024-03-31 25,527 $1,157,000 -1,723
   Calton & Associates Inc. 48 - 2024-03-31 22,587 $1,023,000 -7,186
   Concurrent Investment Advisors LLC 367 - 2024-03-31 22,384 $1,014,000 -2,668
   LVZ Advisors Inc. 49 - 2024-03-31 22,038 $999,000 -6,977
   Ahrens Investment Partners LLC 44 - 2023-03-31 24,979 $951,000 -388
   Soltis Investment Advisors LLC 151 - 2024-03-31 20,985 $951,000 -161
   Octavia Wealth Advisors LLC 79 - 2024-03-31 20,132 $912,000 -115,584
   MARINER WEALTH ADVISORS, LLC 1636 - 2024-03-31 18,480 $837,000 -2,363
   Integrated Advisors Network LLC 348 - 2024-03-31 17,775 $805,000 -1
   Accurate Wealth Management LLC 119 - 2024-03-31 14,980 $652,000 -8,168
   COMMUNITY TRUST & INVESTMENT CO 93 - 2024-03-31 14,326 $649,000 -715
   NATIONAL ASSET MANAGEMENT, INC. 672 - 2024-03-31 16,767 $647,000 -6,803
   Sowell Financial Services LLC 426 - 2024-03-31 12,900 $584,000 -255
   Core Wealth Advisors Inc. 36 - 2024-03-31 11,261 $510,000 -164
   HIGHTOWER ADVISORS, LLC 2259 - 2024-03-31 10,747 $488,000 -682
   NBC SECURITIES INC. 454 - 2024-03-31 10,260 $464,000 -86
   FSA Advisors Inc. 69 - 2024-03-31 9,384 $425,000 -184
   PFG Advisors 438 - 2024-03-31 9,290 $421,000 -1,990
   180 WEALTH ADVISORS LLC 240 - 2024-03-31 8,890 $403,000 -110
   FLAGSHIP HARBOR ADVISORS LLC 479 - 2024-03-31 7,688 $348,000 -327
   Spire Wealth Management 641 - 2024-03-31 7,175 $325,000 -411
   Sunbelt Securities Inc. 427 - 2024-03-31 6,594 $299,000 -484
   Centurion Wealth Management LLC 130 - 2024-03-31 6,515 $295,000 -411
   KINGSWOOD WEALTH ADVISORS LLC 549 - 2024-03-31 4,974 $225,000 -876
   FSB PREMIER WEALTH MANAGEMENT INC. 172 - 2024-03-31 4,758 $216,000 -38
   Anchor Investment Management LLC 378 - 2024-03-31 3,786 $172,000 -401
   Householder Group Estate & Retirement Specialist L 284 - 2024-03-31 3,385 $153,000 -388
   COMERICA BANK 2419 - 2024-03-31 3,166 $143,000 -11
   ICA Group Wealth Management LLC 487 - 2024-03-31 1,474 $67,000 -556
   Hartland & Co. LLC 797 - 2024-03-31 927 $43,000 -1,700
   CWM LLC 2986 - 2024-03-31 380 $17,000 -13
   Strategic Investment Solutions Inc. /IL 462 - 2023-12-31 200 $8,000 -35,684
  55 Records found
  1    
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