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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
   COMMONWEALTH EQUITY SERVICES LLC. 112 - 2024-03-31 2,240,932 $101,537,000 364,298
   Advisor Group Holdings Inc. 175 - 2024-03-31 1,163,964 $52,744,000 170,970
   MORGAN STANLEY 1816 - 2023-12-31 1,078,169 $45,585,000 521,018
   BANK OF AMERICA CORP /DE/ 1343 - 2023-12-31 886,191 $37,468,000 502,230
   ENVESTNET ASSET MANAGEMENT INC 876 - 2023-12-31 640,642 $27,086,000 69,091
   LPL FINANCIAL CORP 824 - 2024-03-31 571,165 $25,879,000 14,322
   WELLS FARGO & CO/MN 987 - 2024-03-31 568,743 $25,770,000 94,110
   CHILDRESS CAPITAL ADVISORS LLC 2 - 2024-03-31 547,507 $24,808,000 -27,400
   Integrated Wealth Concepts LLC 61 - 2023-12-31 489,823 $20,710,000 -30,399
   McIlrath & Eck LLC 11 - 2024-03-31 442,971 $20,071,000 45,914
   Kestra Advisory Services LLC 131 - 2023-12-31 441,273 $18,657,000 44,419
   Mascoma Wealth Management LLC 8 - 2024-03-31 289,390 $13,112,000 70,432
   JANE STREET GROUP LLC 772 - 2023-12-31 303,413 $12,828,000 -95,319
   Lakeridge Wealth Management LLC 2 - 2024-03-31 255,074 $11,557,000 -667
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 398 - 2024-03-31 254,940 $11,551,000 61,873
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 364 - 2023-09-30 282,196 $10,890,000 10,496
   Arden Trust Co 22 *New 2024-03-31 225,499 $10,217,000 225,499
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 797 - 2024-03-31 221,635 $10,042,000 21,122
   LINCOLN NATIONAL CORP 89 - 2024-03-31 217,746 $9,866,000 3,944
   RETIREMENT PLANNING GROUP 22 - 2024-03-31 190,921 $8,651,000 17,136
   J P MORGAN CHASE & CO 2145 - 2024-03-31 188,632 $8,547,000 -136,596
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 710 - 2024-03-31 186,140 $8,434,000 186,140
   CAPTRUST FINANCIAL ADVISORS 410 - 2023-12-31 191,385 $8,092,000 28,171
   STIFEL FINANCIAL CORP 876 - 2023-12-31 186,775 $7,897,000 1,158
   Cetera Investment Advisers 330 - 2023-12-31 166,710 $7,048,000 82,595
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 470 - 2023-12-31 161,789 $6,840,000 121,530
   FINANCIAL NETWORK 456 - 2023-12-31 160,367 $6,780,000 11,610
   H D Vest Advisory Services 249 - 2024-03-31 142,430 $6,453,000 20,901
   AE Wealth Management LLC 530 - 2023-12-31 142,185 $6,123,000 59,821
   Lineweaver Wealth Advisors LLC 16 - 2024-03-31 128,808 $5,836,000 -1,187
   BOLLARD GROUP LLC 45 - 2023-12-31 136,048 $5,752,000 1,346
   RFG Advisory Group LLC 101 - 2024-03-31 111,416 $5,048,000 6,403
   McGlone Suttner Wealth Management Inc. 17 - 2024-03-31 108,324 $4,908,000 -1,077
   MML INVESTORS SERVICES LLC 620 - 2023-12-31 111,944 $4,733,000 -699
   AdvisorNet Financial Inc 44 - 2024-03-31 102,646 $4,651,000 615
   Marmo Financial Group LLC 10 - 2024-03-31 90,800 $4,114,000 4,642
   Gallagher Fiduciary Advisors LLC 29 *New 2023-12-31 95,950 $4,057,000 95,950
   Kovack Advisors Inc. 39 - 2024-03-31 84,543 $3,831,000 598
   ADVISORY SERVICES NETWORK, LLC 275 - 2024-03-31 82,238 $3,726,000 8,019
   VALMARK ADVISERS INC 118 - 2024-03-31 80,392 $3,643,000 -555
   PERSONAL CFO SOLUTIONS LLC 31 - 2023-12-31 86,004 $3,636,000 3,651
   KESTRA PRIVATE WEALTH SERVICES LLC 263 - 2024-03-31 76,850 $3,482,000 -7,517
   BB&T CORP 1025 - 2023-12-31 75,358 $3,186,000 -28,737
   ROYAL BANK OF CANADA 2229 - 2023-12-31 73,318 $3,100,000 20,780
   Investmark Advisory Group LLC 14 - 2023-12-31 72,573 $3,068,000 9,481
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 13 - 2024-03-31 64,795 $2,936,000 1,545
   Mason & Associates LLC 13 - 2024-03-31 64,795 $2,936,000 0
   Qube Research & Technologies Ltd 1140 - 2023-12-31 67,904 $2,871,000 67,904
   PRUDENTIAL FINANCIAL INC 1241 - 2023-12-31 64,411 $2,723,000 7,175
   Principle Wealth Partners LLC 104 - 2024-03-31 59,973 $2,717,000 3,360
   Slagle Financial LLC 21 - 2023-12-31 119,970 $2,536,000 76,208
   OLD MISSION CAPITAL LLC 222 - 2023-12-31 59,162 $2,501,000 16,241
   Private Advisor Group LLC 708 - 2024-03-31 54,544 $2,471,000 15,469
   ESSEX FINANCIAL SERVICES INC 95 - 2024-03-31 54,240 $2,458,000 15,649
   Arkadios Wealth Advisors 128 - 2024-03-31 52,082 $2,360,000 6,427
   PRINCIPAL SECURITIES INC. 252 - 2024-03-31 51,391 $2,329,000 30,279
   IHT Wealth Management LLC 206 - 2023-12-31 52,193 $2,207,000 -4,238
   MCCORMACK ADVISORS INTERNATIONAL 352 - 2024-03-31 47,988 $2,174,000 -1,269
   WCG Wealth Advisors LLC 134 - 2023-12-31 48,536 $2,052,000 12,764
   EP WEALTH ADVISORS, INC. 255 - 2023-12-31 46,743 $1,976,000 -5,361
   THOROUGHBRED FINANCIAL SERVICES LLC 114 - 2024-03-31 42,709 $1,935,000 2,789
   MERCER GLOBAL ADVISORS INC /ADV 753 - 2023-12-31 45,550 $1,926,000 649
   Goss Wealth Management LLC 670 - 2023-12-31 44,684 $1,911,000 14,381
   PRIMORIS WEALTH ADVISORS LLC 25 - 2024-03-31 39,658 $1,797,000 4,200
   Gladstone Institutional Advisory LLC 213 - 2023-12-31 41,987 $1,775,000 3,049
   IFP Advisors Inc 275 - 2023-12-31 39,180 $1,657,000 5,561
   OneAscent Financial Services LLC 79 - 2024-03-31 36,396 $1,649,000 -845
   ATRIA INVESTMENTS LLC 671 - 2023-12-31 38,984 $1,648,000 -5,841
   Koshinski Asset Management Inc. 135 - 2024-03-31 36,305 $1,645,000 -34,700
   FMR LLC 2214 - 2023-12-31 35,943 $1,520,000 9,240
   BIONDO INVESTMENT ADVISORS LLC 53 - 2023-12-31 35,275 $1,491,000 335
   Barry Investment Advisors LLC 39 *New 2024-03-31 31,636 $1,433,000 31,636
   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
   Sigma Planning Corp 423 - 2024-03-31 28,541 $1,293,000 14,709
   Retirement Group LLC 32 - 2024-03-31 26,921 $1,220,000 3,578
   Lido Advisors LLC 504 - 2023-12-31 27,250 $1,152,000 -6,868
   AVAII WEALTH MANAGEMENT LLC 30 *New 2024-03-31 24,279 $1,100,000 24,279
   PROEQUITIES INC. 272 - 2024-03-31 24,076 $1,091,000 11,177
   HBW Advisory Services LLC 118 - 2024-03-31 25,342 $1,071,000 0
   OPPENHEIMER & CO INC 728 - 2024-03-31 23,279 $1,055,000 7,962
   PRIVATE WEALTH PARTNERS LLC 83 - 2024-03-31 23,100 $1,047,000 0
   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
   NATIONAL ASSET MANAGEMENT, INC. 528 - 2023-12-31 23,570 $997,000 6,803
   JANNEY MONTGOMERY SCOTT LLC 1530 - 2024-03-31 21,359 $968,000 9,438
   MULTIFINANCIAL SECURITIES CORP 789 - 2023-12-31 22,883 $967,000 8,451
   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
   STEPHENS INC /AR/ 550 *New 2023-12-31 22,180 $938,000 22,180
   Castleview Partners LLC 42 *New 2024-03-31 20,539 $931,000 20,539
   Godshalk Welsh Capital Management Inc. 52 - 2023-12-31 21,675 $916,000 1,875
   Octavia Wealth Advisors LLC 79 - 2024-03-31 20,132 $912,000 -115,584
   MARINER WEALTH ADVISORS, LLC 1515 - 2023-12-31 20,843 $881,000 11,686
   Integrated Advisors Network LLC 348 - 2024-03-31 17,775 $805,000 -1
   High Net Worth Advisory Group LLC 90 - 2024-03-31 17,129 $776,000 0
   Envestnet Portfolio Solutions Inc. 942 - 2024-03-31 16,914 $766,000 3,507
   Sequoia Financial Advisors LLC 551 - 2024-03-31 16,913 $766,000 27
  100 Records found
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