Harbor Asset Planning Inc. Has $1.28 Million Stock Position in Fidelity High Dividend ETF $FDVV

Harbor Asset Planning Inc. grew its position in Fidelity High Dividend ETF (NYSEARCA:FDVV) by 441.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 22,642 shares of the company’s stock after buying an additional 18,458 shares during the period. Fidelity High Dividend ETF makes up 1.1% of Harbor Asset Planning Inc.’s portfolio, making the stock its 23rd largest position. Harbor Asset Planning Inc.’s holdings in Fidelity High Dividend ETF were worth $1,284,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC acquired a new position in Fidelity High Dividend ETF in the second quarter valued at about $27,000. Optima Capital LLC acquired a new position in Fidelity High Dividend ETF in the fourth quarter valued at about $33,000. Oakworth Capital Inc. grew its position in shares of Fidelity High Dividend ETF by 427.5% in the 3rd quarter. Oakworth Capital Inc. now owns 691 shares of the company’s stock valued at $38,000 after purchasing an additional 560 shares during the period. Trust Co. of Vermont acquired a new position in shares of Fidelity High Dividend ETF in the 3rd quarter valued at approximately $41,000. Finally, TD Waterhouse Canada Inc. grew its position in shares of Fidelity High Dividend ETF by 59.4% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 974 shares of the company’s stock valued at $55,000 after purchasing an additional 363 shares during the period.

Fidelity High Dividend ETF Stock Performance

Shares of FDVV opened at $58.18 on Thursday. The stock has a 50 day simple moving average of $57.37 and a 200 day simple moving average of $56.83. Fidelity High Dividend ETF has a 52-week low of $45.17 and a 52-week high of $60.12. The firm has a market capitalization of $9.00 billion, a PE ratio of 17.18 and a beta of 0.87.

Fidelity High Dividend ETF Company Profile

The Fidelity High Dividend ETF (FDVV) is an exchange-traded fund that is based on the Fidelity High Dividend index. The fund tracks an index of large- and mid-cap companies that exhibit positive dividend characteristics, with overweights to sectors that exhibit higher dividend yield. FDVV was launched on Sep 12, 2016 and is managed by Fidelity.