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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
   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
   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
   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
   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
   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
   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
   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
   PERSONAL CFO SOLUTIONS LLC 31 - 2023-12-31 86,004 $3,636,000 3,651
   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
   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
   WCG Wealth Advisors LLC 134 - 2023-12-31 48,536 $2,052,000 12,764
   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
   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
   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
   PROEQUITIES INC. 272 - 2024-03-31 24,076 $1,091,000 11,177
   OPPENHEIMER & CO INC 728 - 2024-03-31 23,279 $1,055,000 7,962
   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
   Godshalk Welsh Capital Management Inc. 52 - 2023-12-31 21,675 $916,000 1,875
   MARINER WEALTH ADVISORS, LLC 1515 - 2023-12-31 20,843 $881,000 11,686
   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
   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
   Kingsview Wealth Management LLC 584 - 2024-03-31 15,575 $706,000 3,467
   Certified Advisory Corp 160 - 2024-03-31 14,134 $640,000 10
   Steward Partners Investment Advisory LLC 919 - 2023-12-31 14,128 $597,000 608
   Westside Investment Management Inc. 135 - 2024-03-31 12,465 $565,000 3,865
   LongView Wealth Management 90 - 2024-03-31 12,094 $548,000 1,340
   Capital Investment Advisors LLC 377 - 2024-03-31 11,801 $535,000 4
   Element Wealth LLC 63 - 2024-03-31 11,732 $532,000 2,167
   MWA Asset Management 76 - 2024-03-31 11,600 $526,000 655
   FSC Wealth Advisors LLC 36 - 2024-03-31 11,174 $506,000 4,314
   Core Wealth Advisors Inc. 32 - 2023-12-31 11,425 $483,000 272
   RAYMOND JAMES TRUST CO 771 - 2024-03-31 9,797 $444,000 418
   HANSON MCCLAIN, INC. 580 - 2024-03-31 9,483 $430,000 258
   Crescent Grove Advisors LLC 198 - 2024-03-31 9,349 $424,000 492
   Perigon Wealth Management LLC 588 - 2024-03-31 8,879 $402,000 245
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 241 - 2024-03-31 8,839 $400,000 159
   TANDEM CAPITAL MANAGEMENT CORP /ADV 89 - 2023-12-31 8,965 $379,000 170
   MISSION WEALTH MANAGEMENT LLC 500 - 2024-03-31 7,266 $329,000 455
   SCHMIDT P J INVESTMENT MANAGEMENT INC 150 - 2024-03-31 6,931 $314,000 1,441
   Global Retirement Partners LLC 658 - 2024-03-31 6,444 $292,000 5,317
   New England Private Wealth Advisors LLC 121 - 2024-03-31 5,864 $265,000 269
   MILLENNIUM MANAGEMENT LLC 3336 - 2023-12-31 6,225 $263,000 6,225
   ATLAS BROWNINC 173 - 2024-03-31 5,768 $261,000 12
   Newbridge Financial Services Group Inc. 158 - 2024-03-31 5,716 $259,000 105
   Cornerstone Wealth Management LLC 471 - 2024-03-31 5,564 $252,000 700
   HARBOUR INVESTMENTS INC. 790 - 2023-12-31 5,726 $242,000 1,686
   Anchor Investment Management LLC 368 - 2023-12-31 4,187 $177,000 1,167
   SRS Capital Advisors Inc. 309 - 2023-12-31 3,896 $165,000 867
   VALLEY NATIONAL ADVISERS INC 274 - 2024-03-31 3,042 $137,000 487
   COMERICA BANK 2393 - 2023-12-31 3,177 $134,000 2,394
   Hartland & Co. LLC 560 - 2023-12-31 2,627 $111,000 1,800
   Beaird Harris Wealth Management LLC 301 - 2023-12-31 332 $14,000 3
   SANDY SPRING BANK 807 - 2024-03-31 295 $13,000 3
   Venturi Wealth Management LLC 868 - 2024-03-31 285 $13,000 2
   PNC FINANCIAL SERVICES GROUP INC 3628 - 2024-03-31 261 $12,000 150
   PIN OAK INVESTMENT ADVISORS INC 326 - 2023-12-31 249 $11,000 2
  99 Records found
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