FIDI Institutional Ownership
Fidelity International High Dividend ETF
1W: -2.5%
1M: -6.0%
3M: -0.5%
YTD: +5.4%
1Y: +13.2%
3Y: +66.5%
5Y: +67.0%
$27.59
+0.12 (+0.42%)
Weekly Expected Move ±1.5%
$27
$27
$28
$28
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FIDI
75
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
105M
Total Invested
13
New Positions
39
Increased
17
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (80 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 925,071 | $26M | +222,330 | +31.6% | 32Q | SEC ↗ |
| 2 | David Kennon Inc | 340,918 | $9M | -6,798 | -2.0% | 16Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 217,674 | $6M | +44,936 | +26.0% | 15Q | SEC ↗ |
| 4 | Eaton Financial Holdings Company, LLC | 181,647 | $5M | +171,358 | +1665.4% | 2Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 161,026 | $4M | +116,947 | +265.3% | 20Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 136,888 | $4M | +22,608 | +19.8% | 7Q | SEC ↗ |
| 7 | LPL Financial LLC | 133,957 | $4M | +16,542 | +14.1% | 33Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 112,284 | $3M | +2,164 | +2.0% | 24Q | SEC ↗ |
| 9 | BEAM WEALTH ADVISORS, INC. | 108,173 | $3M | +9,907 | +10.1% | 12Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 106,225 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 11 | SCOTIA CAPITAL INC. | 99,467 | $3M | +943 | +1.0% | 3Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 92,408 | $3M | +22,571 | +32.3% | 9Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 90,703 | $3M | +30,234 | +50.0% | 26Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 85,056 | $2M | -4,273 | -4.8% | 4Q | SEC ↗ |
| 15 | FLPUTNAM INVESTMENT MANAGEMENT CO | 73,420 | $2M | +2,615 | +3.7% | 9Q | SEC ↗ |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 70,421 | $2M | +13,065 | +22.8% | 2Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 62,689 | $2M | +19,872 | +46.4% | 6Q | SEC ↗ |
| 18 | WealthTrust Axiom LLC | 54,880 | $2M | -500 | -0.9% | 33Q | SEC ↗ |
| 19 | Fullerton Advisors, LLC | 51,119 | $1M | +378 | +0.7% | 3Q | SEC ↗ |
| 20 | Ameritas Advisory Services, LLC | 44,934 | $1M | +12,306 | +37.7% | 5Q | SEC ↗ |
| 21 | Soltis Investment Advisors LLC | 44,586 | $1M | +35,092 | +369.6% | 10Q | SEC ↗ |
| 22 | IFP Advisors, Inc | 41,123 | $1M | +2,274 | +5.9% | 9Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 37,518 | $1M | -192,232 | -83.7% | 2Q | SEC ↗ |
| 24 | Element Wealth, LLC | 36,189 | $998K | +233 | +0.6% | 27Q | SEC ↗ |
| 25 | Concurrent Investment Advisors, LLC | 31,533 | $870K | -575 | -1.8% | 11Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC | 30,933 | $853K | -1,971 | -6.0% | 4Q | SEC ↗ |
| 27 | J.W. COLE ADVISORS, INC. NEW | 29,554 | $815K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 28,707 | $792K | +17,764 | +162.3% | 2Q | SEC ↗ |
| 29 | MML INVESTORS SERVICES, LLC | 23,364 | $645K | +3,448 | +17.3% | 15Q | SEC ↗ |
| 30 | Plus Group Wealth Advisors LLC | 23,183 | $640K | +71 | +0.3% | 3Q | SEC ↗ |
| 31 | NATIONAL BANK OF CANADA /FI | 21,800 | $601K | — | +0.0% | 11Q | SEC ↗ |
| 32 | Dynasty Wealth Management, LLC | 21,646 | $597K | +11,252 | +108.3% | 2Q | SEC ↗ |
| 33 | FMR LLC | 21,488 | $593K | +1,644 | +8.3% | 13Q | SEC ↗ |
| 34 | ARWA LLC | 18,916 | $522K | +1,148 | +6.5% | 3Q | SEC ↗ |
| 35 | Cannon Advisors, Inc. NEW | 18,850 | $520K | — | +0.0% | 1Q | SEC ↗ |
| 36 | BEACON FINANCIAL GROUP | 18,219 | $503K | +99 | +0.5% | 4Q | SEC ↗ |
| 37 | Steward Partners Investment Advisory, | 18,183 | $502K | +281 | +1.6% | 14Q | SEC ↗ |
| 38 | Texas Capital Bank Wealth Management S | 17,065 | $471K | +7,600 | +80.3% | 2Q | SEC ↗ |
| 39 | OmniStar Financial Group, Inc. | 16,453 | $454K | +820 | +5.2% | 6Q | SEC ↗ |
| 40 | Prime Capital Investment Advisors, LLC | 14,847 | $410K | +555 | +3.9% | 4Q | SEC ↗ |
| 41 | Ball & Co Wealth Management Inc. | 14,361 | $396K | -57 | -0.4% | 4Q | SEC ↗ |
| 42 | &PARTNERS | 13,980 | $386K | +1,006 | +7.8% | 2Q | SEC ↗ |
| 43 | Elm3 Financial Group, LLC | 13,400 | $370K | -1,381 | -9.3% | 5Q | SEC ↗ |
| 44 | Advocate Investing Services LLC | 11,100 | $306K | — | +0.0% | 2Q | SEC ↗ |
| 45 | Advisory Services Network, LLC | 10,818 | $298K | +475 | +4.6% | 2Q | SEC ↗ |
| 46 | HUB Investment Partners, LLC | 10,681 | $295K | — | +0.0% | 10Q | SEC ↗ |
| 47 | SAGESPRING WEALTH PARTNERS, LLC NEW | 10,660 | $294K | — | +0.0% | 1Q | SEC ↗ |
| 48 | KWB Wealth NEW | 10,513 | $290K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Stratos Investment Management, LLC | 10,269 | $283K | +14 | +0.1% | 9Q | SEC ↗ |
| 50 | OpenArc Corporate Advisory, LLC NEW | 9,626 | $266K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 106,225 | $3M |
| J.W. COLE ADVISORS, INC. | 29,554 | $815K |
| Cannon Advisors, Inc. | 18,850 | $520K |
| SAGESPRING WEALTH PARTNERS, LLC | 10,660 | $294K |
| KWB Wealth | 10,513 | $290K |
| OpenArc Corporate Advisory, LLC | 9,626 | $266K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,619 | $100K |
| Holos Integrated Wealth LLC | 2,063 | $57K |
| IFG Advisory, LLC | 850 | $23K |
| Allworth Financial LP | 320 | $9K |
| Integrated Wealth Concepts LLC | 267 | $7K |
| CENTRAL TRUST Co | 142 | $4K |
| Washington Trust Advisors, Inc. | 100 | $3K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 84,204 | $2M |
| Savvy Advisors, Inc. | 14,670 | $405K |
| Snider Financial Group | 9,011 | $249K |
| FLOW TRADERS U.S. LLC | 7,415 | $205K |
| AlphaCore Capital LLC | 450 | $12K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 333 | $9K |
| Western Wealth Management, LLC | 316 | $9K |
| Stone House Investment Management, | 133 | $4K |
Biggest Increases (20)
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -192,232 | -83.7% | 37,518 |
| David Kennon Inc | -6,798 | -2.0% | 340,918 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -4,656 | -38.6% | 7,420 |
| ENVESTNET ASSET MANAGEMENT INC | -4,273 | -4.8% | 85,056 |
| CITADEL ADVISORS LLC | -1,971 | -6.0% | 30,933 |
| Elm3 Financial Group, LLC | -1,381 | -9.3% | 13,400 |
| Farther Finance Advisors, LLC | -1,250 | -15.7% | 6,694 |
| Pathfinder Wealth Consulting, Inc. | -755 | -7.7% | 9,030 |
| Concurrent Investment Advisors, LLC | -575 | -1.8% | 31,533 |
| WealthTrust Axiom LLC | -500 | -0.9% | 54,880 |
| ASSETMARK, INC | -127 | -54.5% | 106 |
| Sunbelt Securities, Inc. | -68 | -8.8% | 704 |
| Ball & Co Wealth Management Inc. | -57 | -0.4% | 14,361 |
| Godfrey Financial Associates, Inc. | -33 | -4.1% | 771 |