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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
   Integrated Wealth Concepts LLC 61 - 2023-12-31 489,823 $20,710,000 -30,399
   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
   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
   MML INVESTORS SERVICES LLC 620 - 2023-12-31 111,944 $4,733,000 -699
   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
   BB&T CORP 1025 - 2023-12-31 75,358 $3,186,000 -28,737
   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
   EP WEALTH ADVISORS, INC. 255 - 2023-12-31 46,743 $1,976,000 -5,361
   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
   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
   Lido Advisors LLC 504 - 2023-12-31 27,250 $1,152,000 -6,868
   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
   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 92 - 2023-12-31 15,041 $636,000 -1,896
   Sowell Financial Services LLC 426 - 2024-03-31 12,900 $584,000 -255
   HIGHTOWER ADVISORS, LLC 2259 - 2024-03-31 10,747 $488,000 -682
   NBC SECURITIES INC. 454 - 2024-03-31 10,260 $464,000 -86
   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
   Ameritas Advisory Services LLC 544 - 2023-12-31 7,250 $313,000 -7,170
   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
   Family Asset Management LLC 90 - 2023-12-31 6,155 $260,000 -50
   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
   BANK OF MONTREAL /CAN/ 2702 - 2023-12-31 3,700 $157,000 -174,018
   Householder Group Estate & Retirement Specialist L 284 - 2024-03-31 3,385 $153,000 -388
   CWM LLC 2986 - 2024-03-31 380 $17,000 -13
   Strategic Investment Solutions Inc. /IL 462 - 2023-12-31 200 $8,000 -35,684
  47 Records found
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