
Fidelity High Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 373 institutional investors hold shares in this ETF, with total holdings valued at $2.5B. LPL Financial LLC is the largest holder with a position valued at $251.0M.
Overview of institutional ownership in FDVV as of Q3 2025
Institutions with the largest positions in FDVV as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $251.0M 0.07% of portfolio |
MORGAN STANLEY RIA/Wealth | $130.5M 0.01% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $124.1M 0.01% of portfolio |
Retirement Planning Group RIA/Wealth | $122.5M 4.26% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $102.5M 0.03% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $92.3M 0.03% of portfolio |
Cetera Investment Advisers RIA/Wealth | $85.5M 0.10% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $77.1M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $71.2M 0.10% of portfolio |
JPMORGAN CHASE & CO Institution | $58.2M 0.00% of portfolio |
Institutional buying and selling activity for FDVV in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$97.3M +1.7M shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$35.4M +635.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$31.9M +572.2K shares |
Cetera Investment Advisers RIA/Wealth | +$31.4M +563.2K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$29.0M +-6.0K shares |
W | +$28.1M +503.6K shares |
Private Advisor Group, LLC RIA/Wealth | +$16.3M +291.8K shares |
WELLS FARGO & COMPANY/MN Institution | +$15.7M +282.3K shares |
Per Stirling Capital Management, LLC. RIA/Wealth | +$12.7M +228.7K shares |
Retirement Planning Group RIA/Wealth | +$11.2M +201.5K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$14.8M −264.9K shares |
Kestra Investment Management, LLC Long Only Manager | −$10.8M −193.6K shares |
Financial Services Advisory Inc RIA/Wealth | −$3.9M −70.1K shares |
CHILDRESS CAPITAL ADVISORS, LLC RIA/Wealth | −$3.3M −58.7K shares |
Sovran Advisors, LLC RIA/Wealth | −$1.5M −26.6K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | −$1.3M −23.8K shares |
Integrated Wealth Concepts LLC RIA/Wealth | −$1.1M −19.5K shares |
AE Wealth Management LLC RIA/Wealth | −$977.0K −17.5K shares |
A ATRIA INVESTMENTS LLC Institution | −$808.9K −14.5K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | −$647.4K −11.6K shares |
Institutions that initiated new positions or completely exited FDVV in Q3 2025
| Institution | Position Value |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $29.0M 520.5K shares |
W | $28.1M 503.6K shares |
Per Stirling Capital Management, LLC. RIA/Wealth | $12.7M 228.7K shares |
N Neuberger Berman Group LLC Institution | $7.5M 133.9K shares |
Base Wealth Management LLC RIA/Wealth | $6.3M 113.0K shares |
AMERIPRISE FINANCIAL INC Institution | $5.1M 92.1K shares |
S Summit Financial Wealth Advisors, LLC RIA/Wealth | $2.6M 46.5K shares |
O'Dell Group, LLC RIA/Wealth | $1.9M 34.2K shares |
O OneAscent Financial Services LLC RIA/Wealth | $1.2M 20.9K shares |
E Elevation Capital Advisory, LLC RIA/Wealth | $584.0K 10.5K shares |
| Institution | Previous Position |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | $452.9K 8.7K shares |
Verdence Capital Advisors LLC RIA/Wealth | $418.9K 8.1K shares |
A Atlas Private Wealth Advisors RIA/Wealth | $292.9K 5.6K shares |
D D. E. Shaw & Co., Inc. Institution | $277.6K 5.3K shares |
S Skopos Labs, Inc. RIA/Wealth | $85.5K 1.6K shares |
Flaharty Asset Management, LLC RIA/Wealth | $60.9K 1.2K shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $23.6K 433.0 shares |
Asset Dedication, LLC RIA/Wealth | $9.9K 191.0 shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $2.8K 53.0 shares |
C CENTRAL TRUST & INVESTMENT CO Institution | $24.0 - shares |
Institutions with the largest Call and Put options positions in FDVV as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $646.2K 116.0 contracts |
B Belvedere Trading LLC Institution | $267.4K 48.0 contracts |
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Institutions with FDVV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
L Landing Point Financial Group, LLC RIA/Wealth | 13.26% $25.4M |
Lakeridge Wealth Management LLC RIA/Wealth | 8.39% $18.9M |
CHILDRESS CAPITAL ADVISORS, LLC RIA/Wealth | 7.82% $42.8M |
Dentgroup LLC RIA/Wealth | 7.35% $11.4M |
REGIMEN WEALTH, LLC RIA/Wealth | 6.07% $20.4M |
5.54% $6.9M | |
V Valued Retirements, Inc. Institution | 5.14% $4.6M |
Independence Financial Advisors, LLC RIA/Wealth | 4.84% $15.9M |
AssuredPartners Investment Advisors, LLC RIA/Wealth | 4.66% $20.9M |
W | 4.56% $28.1M |
Discover hedge funds investing in FDVV


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
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