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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
   Arden Trust Co 22 *New 2024-03-31 225,499 $10,217,000 225,499
   Gallagher Fiduciary Advisors LLC 29 *New 2023-12-31 95,950 $4,057,000 95,950
   Barry Investment Advisors LLC 39 *New 2024-03-31 31,636 $1,433,000 31,636
   AVAII WEALTH MANAGEMENT LLC 30 *New 2024-03-31 24,279 $1,100,000 24,279
   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
   Glassman Wealth Services 23 *New 2024-03-31 16,310 $739,000 16,310
   MELFA WEALTH MANAGEMENT LLC 54 *New 2024-03-31 15,486 $702,000 15,486
   NICOLET ADVISORY SERVICES LLC 151 *New 2024-03-31 13,273 $599,000 13,273
   Fifth Third Securities Inc. 188 *New 2024-03-31 11,337 $514,000 11,337
   Powers Advisory Group LLC 60 *New 2024-03-31 9,908 $449,000 9,908
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1636 *New 2024-03-31 9,895 $448,000 9,895
   WealthCare Investment Partners LLC 93 *New 2024-03-31 9,359 $424,000 9,359
   HARTLINE INVESTMENT CORP/ 241 *New 2024-03-31 8,839 $400,000 8,839
   Verdence Capital Advisors LLC 411 *New 2024-03-31 8,053 $365,000 8,053
   Crabel Capital Management LLC 90 *New 2023-12-31 8,484 $359,000 8,484
   KFG WEALTH MANAGEMENT LLC 110 *New 2024-03-31 7,252 $329,000 7,252
   Widmann Financial Services Inc. 73 *New 2023-12-31 7,104 $300,000 7,104
   TruWealth Advisors LLC 138 *New 2024-03-31 5,857 $265,000 5,857
   DAVENPORT & CO LLC 955 *New 2024-03-31 5,799 $263,000 5,799
   Global Assets Advisory LLC 427 *New 2024-03-31 11,057 $245,000 11,057
   PATHSTONE FAMILY OFFICE, LLC 1400 *New 2023-09-30 6,297 $243,000 6,297
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 585 *New 2024-03-31 4,810 $218,000 4,810
   ADVISORS CAPITAL MANAGEMENT LLC 452 *New 2024-03-31 4,631 $210,000 4,631
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 331 *New 2024-03-31 4,500 $204,000 4,500
   US BANCORP 2143 *New 2024-03-31 3,297 $149,000 3,297
   Atlantic Trust Group LLC 1388 *New 2024-03-31 2,259 $102,000 2,259
   ICA Group Wealth Management LLC 391 *New 2023-12-31 2,030 $86,000 2,030
   LifeSteps Financial Inc. 173 *New 2024-03-31 870 $39,000 870
   TOWER RESEARCH CAPITAL LLC 3476 *New 2023-12-31 641 $27,000 641
   UBS Group AG 5751 *New 2023-12-31 504 $21,000 504
   CALDWELL SUTTER CAPITAL INC. 840 *New 2024-03-31 12 $1,000 12
  32 Records found
  1    
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