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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. 140 - 2023-12-31 1,876,634 $79,344,000 218,258
   MORGAN STANLEY 1816 - 2023-12-31 1,078,169 $45,585,000 521,018
   Advisor Group Holdings Inc. 246 - 2023-12-31 992,994 $41,988,000 220,047
   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
   CHILDRESS CAPITAL ADVISORS LLC 2 - 2024-03-31 547,507 $24,808,000 -27,400
   LPL FINANCIAL CORP 809 - 2023-12-31 556,843 $23,543,000 58,520
   Integrated Wealth Concepts LLC 61 - 2023-12-31 489,823 $20,710,000 -30,399
   WELLS FARGO & CO/MN 1086 - 2023-12-31 474,633 $20,068,000 102,369
   Kestra Advisory Services LLC 131 - 2023-12-31 441,273 $18,657,000 44,419
   McIlrath & Eck LLC 11 - 2023-12-31 397,057 $16,788,000 39,931
   J P MORGAN CHASE & CO 1819 - 2023-12-31 325,228 $13,751,000 277,469
   JANE STREET GROUP LLC 772 - 2023-12-31 303,413 $12,828,000 -95,319
   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
   Lakeridge Wealth Management LLC 2 - 2023-12-31 255,741 $10,813,000 0
   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
   Mascoma Wealth Management LLC - 2023-12-31 218,958 $9,258,000 4,352
   LINCOLN NATIONAL CORP 82 - 2023-12-31 213,802 $9,040,000 17,572
   RETIREMENT PLANNING GROUP 22 - 2024-03-31 190,921 $8,651,000 17,136
   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
   AE Wealth Management LLC 530 - 2023-12-31 142,185 $6,123,000 59,821
   BOLLARD GROUP LLC 45 - 2023-12-31 136,048 $5,752,000 1,346
   Lineweaver Wealth Advisors LLC 16 - 2023-12-31 129,995 $5,496,000 -25,119
   H D Vest Advisory Services 279 - 2023-12-31 121,529 $5,138,000 25,158
   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
   PERSONAL CFO SOLUTIONS LLC 31 - 2023-12-31 86,004 $3,636,000 3,651
   KESTRA PRIVATE WEALTH SERVICES LLC 239 - 2023-12-31 84,367 $3,567,000 -1,039
   VALMARK ADVISERS INC 115 *New 2023-12-31 80,947 $3,422,000 80,947
   BB&T CORP 1025 - 2023-12-31 75,358 $3,186,000 -28,737
   ADVISORY SERVICES NETWORK, LLC 294 - 2023-12-31 74,219 $3,138,000 56,436
   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
   Koshinski Asset Management Inc. 50 - 2023-12-31 71,005 $3,002,000 34,049
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 13 - 2024-03-31 64,795 $2,936,000 1,545
   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
   ESSEX FINANCIAL SERVICES INC 95 - 2024-03-31 54,240 $2,458,000 15,649
   IHT Wealth Management LLC 206 - 2023-12-31 52,193 $2,207,000 -4,238
   MCCORMACK ADVISORS INTERNATIONAL 286 - 2023-12-31 49,257 $2,083,000 -1,220
   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
   Arkadios Wealth Advisors *New 2023-12-31 45,655 $1,930,000 45,655
   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
   Gladstone Institutional Advisory LLC 213 - 2023-12-31 41,987 $1,775,000 3,049
   THOROUGHBRED FINANCIAL SERVICES LLC 150 - 2023-12-31 39,920 $1,687,000 6,510
   IFP Advisors Inc 275 - 2023-12-31 39,180 $1,657,000 5,561
   Private Advisor Group LLC 851 - 2023-12-31 39,075 $1,652,000 3,866
   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
   FMR LLC 2214 - 2023-12-31 35,943 $1,520,000 9,240
   PRIMORIS WEALTH ADVISORS LLC 24 - 2023-12-31 35,458 $1,498,000 -349
   BIONDO INVESTMENT ADVISORS LLC 53 - 2023-12-31 35,275 $1,491,000 335
   Benedetti & Gucer Inc. 26 - 2023-12-31 34,869 $1,474,000 -642
   Barry Investment Advisors LLC 39 *New 2024-03-31 31,636 $1,433,000 31,636
   Consolidated Planning Corp 79 - 2023-12-31 33,819 $1,430,000 -6,441
   RAYMOND JAMES & ASSOCIATES 2377 - 2024-03-31 30,467 $1,380,000 -5,184
   Lido Advisors LLC 504 - 2023-12-31 27,250 $1,152,000 -6,868
   HBW Advisory Services LLC 118 - 2024-03-31 25,342 $1,071,000 0
   Concurrent Investment Advisors LLC 328 - 2023-12-31 25,052 $1,059,000 0
   Calton & Associates Inc. 48 - 2024-03-31 22,587 $1,023,000 -7,186
   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
   Retirement Group LLC 39 - 2023-12-31 23,343 $987,000 14,218
   PRIVATE WEALTH PARTNERS LLC 89 - 2023-12-31 23,100 $977,000 -1,000
   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
   STEPHENS INC /AR/ 550 *New 2023-12-31 22,180 $938,000 22,180
   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
   Soltis Investment Advisors LLC - 2023-12-31 21,146 $894,000 5,726
   PRINCIPAL SECURITIES INC. 437 - 2023-12-31 21,112 $893,000 0
   MARINER WEALTH ADVISORS, LLC 1515 - 2023-12-31 20,843 $881,000 11,686
   High Net Worth Advisory Group LLC 90 - 2024-03-31 17,129 $776,000 0
   Integrated Advisors Network LLC 336 - 2023-12-31 17,776 $752,000 1,050
   Prime Capital Investment Advisors LLC - 2023-12-31 17,759 $751,000 4,739
   SWEENEY & MICHEL LLC 46 - 2023-09-30 19,246 $744,000 291
   Sequoia Financial Advisors LLC - 2023-12-31 16,886 $714,000 2,676
   MELFA WEALTH MANAGEMENT LLC 54 *New 2024-03-31 15,486 $702,000 15,486
   Accurate Wealth Management LLC 119 - 2024-03-31 14,980 $652,000 -8,168
   OPPENHEIMER & CO INC 877 - 2023-12-31 15,317 $648,000 9,495
   COMMUNITY TRUST & INVESTMENT CO 92 - 2023-12-31 15,041 $636,000 -1,896
   Steward Partners Investment Advisory LLC 919 - 2023-12-31 14,128 $597,000 608
   Certified Advisory Corp 161 *New 2023-12-31 14,124 $597,000 14,124
   Sigma Planning Corp 409 - 2023-12-31 13,832 $585,000 -2,291
  100 Records found
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