Purchases and Sales Made in Q1 2023 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY HIGH DIVIDEND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
170K+ 95.43% |
$6.18M - $6.81M
|
348K
$18M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
140K+ 522.44% |
$5.08M - $5.6M
|
166K
$8.62M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.9K+ 10.49% |
$2.36M - $2.6M
|
684K
$35.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.4K+ 4.81% |
$1.98M - $2.18M
|
1.18M
$61.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.4K+ 9.42% |
$1.65M - $1.82M
|
528K
$27.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.7KNew |
$1.63M - $1.79M
|
44.7K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.2K+ 7.46% |
$1.25M - $1.37M
|
493K
$25.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.4K+ 11.97% |
$1.18M - $1.3M
|
303K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.3K+ 6.85% |
$1.03M - $1.14M
|
442K
$22.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.6K+ 7.86% |
$1M - $1.11M
|
379K
$19.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.5KNew |
$857K - $943K
|
23.5K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.8K+ 23.74% |
$793K - $873K
|
114K
$5.88M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.1K+ 63.46% |
$731K - $805K
|
51.7K
$2.68M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
18.7KNew |
$680K - $749K
|
18.7K
$968K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
16.3KNew |
$593K - $652K
|
16.3K
$844K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.1K+ 21.79% |
$585K - $644K
|
89.8K
$4.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
14.7K+ 21.61% |
$535K - $589K
|
82.8K
$4.29M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
14.2K+ 116.86% |
$516K - $568K
|
26.3K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.2KNew |
$443K - $488K
|
12.2K
$631K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 11213.0% |
$408K - $449K
|
11.3K
$586K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.94K+ 15.6% |
$362K - $398K
|
73.6K
$3.81M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
9.38KNew |
$341K - $376K
|
9.38K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
7.65KNew |
$278K - $307K
|
7.65K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.45K+ 11.27% |
$271K - $298K
|
73.5K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.28K+ 5.21% |
$265K - $292K
|
147K
$7.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.22K+ 83.94% |
$263K - $289K
|
15.8K
$820K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.86K+ 137160.0% |
$250K - $275K
|
6.86K
$356K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.36KNew |
$231K - $255K
|
6.36K
$329K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.26K+ 4.14% |
$228K - $251K
|
157K
$8.15M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.97K+ 86.41% |
$217K - $239K
|
12.9K
$667K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5.68K+ 6.0% |
$207K - $228K
|
100K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.6KNew |
$204K - $224K
|
5.6K
$290K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.57K+ 9.59% |
$203K - $223K
|
63.7K
$3.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.6K+ 4.87% |
$168K - $184K
|
99.1K
$5.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.32K+ 20.87% |
$157K - $173K
|
25K
$1.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.26K+ 18.18% |
$155K - $171K
|
27.7K
$1.43M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.52KNew |
$128K - $141K
|
3.52K
$182K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
3.22K+ 3.56% |
$117K - $129K
|
93.6K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.1K+ 5.37% |
$113K - $124K
|
60.7K
$3.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.98K+ 9.44% |
$109K - $120K
|
34.6K
$1.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2.97K+ 66.38% |
$108K - $119K
|
7.44K
$385K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.81K+ 8.05% |
$102K - $113K
|
37.8K
$1.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.78K+ 37.05% |
$101K - $111K
|
10.3K
$533K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.5K+ 3.56% |
$90.9K - $100K
|
72.7K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.17K+ 108.49% |
$79.1K - $87.1K
|
4.17K
$216K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 116.86% |
$70.1K - $77.2K
|
3.58K
$185K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.92K+ 24.89% |
$69.7K - $76.8K
|
9.62K
$498K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.78K+ 1.36% |
$64.6K - $71.1K
|
132K
$6.86M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.72K+ 0.66% |
$62.5K - $68.9K
|
264K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.31K+ 2.24% |
$47.8K - $52.7K
|
60K
$3.11M
|