Purchases and Sales Made in Q1 2025 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.56M+ 595.32% |
$76.5M - $81.8M
|
1.83M
$93M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
591KNew |
$28.9M - $30.9M
|
591K
$30.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
570K+ 145.32% |
$27.9M - $29.8M
|
963K
$49M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
537KNew |
$26.3M - $28.1M
|
537K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
509K+ 78.06% |
$24.9M - $26.6M
|
1.16M
$59.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
413K+ 3068.66% |
$20.2M - $21.6M
|
426K
$21.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
362K+ 19.71% |
$17.7M - $18.9M
|
2.2M
$112M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
348K+ 62.55% |
$17M - $18.2M
|
904K
$46M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
324K+ 10.42% |
$15.9M - $17M
|
3.44M
$175M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
299K+ 273.95% |
$14.6M - $15.6M
|
408K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
251K+ 20.26% |
$12.3M - $13.1M
|
1.49M
$76M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
232K+ 20.59% |
$11.4M - $12.2M
|
1.36M
$69.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 11.51% |
$11.1M - $11.9M
|
2.2M
$112M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
220KNew |
$10.8M - $11.5M
|
220K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 28.46% |
$8.75M - $9.36M
|
809K
$41.2M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
164KNew |
$8M - $8.56M
|
164K
$8.34M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
159K+ 74420.56% |
$7.78M - $8.33M
|
159K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147K+ 302.84% |
$7.18M - $7.69M
|
196K
$9.96M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
143K+ 49.47% |
$7M - $7.49M
|
433K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
142KNew |
$6.94M - $7.42M
|
142K
$7.23M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
127K+ 27.46% |
$6.22M - $6.66M
|
591K
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
123KNew |
$6.03M - $6.45M
|
123K
$6.28M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
120KNew |
$5.88M - $6.29M
|
120K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120K+ 20.22% |
$5.86M - $6.27M
|
713K
$36.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 12.04% |
$5.3M - $5.67M
|
1.01M
$51.4M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
103K+ 260.93% |
$5.01M - $5.36M
|
142K
$7.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
91.3K+ 11.98% |
$4.46M - $4.78M
|
854K
$43.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
82.9KNew |
$4.05M - $4.33M
|
82.9K
$4.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78.6KNew |
$3.84M - $4.11M
|
78.6K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
72.1KNew |
$3.52M - $3.77M
|
72.1K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71.3K+ 11.98% |
$3.48M - $3.73M
|
666K
$33.9M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
65K+ 10.56% |
$3.18M - $3.4M
|
681K
$34.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
51.8KNew |
$2.53M - $2.71M
|
51.8K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
48.6KNew |
$2.38M - $2.54M
|
48.6K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
46.7K+ 135.48% |
$2.28M - $2.44M
|
81.2K
$4.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
45.2KNew |
$2.21M - $2.36M
|
45.2K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41.4K+ 769.64% |
$2.02M - $2.16M
|
46.8K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
41K+ 17.89% |
$2M - $2.14M
|
270K
$13.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
40.4KNew |
$1.97M - $2.11M
|
40.4K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
38.4K+ 200.25% |
$1.88M - $2.01M
|
57.6K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.4K+ 8.75% |
$1.54M - $1.64M
|
390K
$19.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
27.4K+ 19.66% |
$1.34M - $1.43M
|
166K
$8.48M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.6K+ 7.46% |
$1.3M - $1.39M
|
384K
$19.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
25K+ 132.52% |
$1.22M - $1.3M
|
43.8K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.8K+ 29.0% |
$1.21M - $1.3M
|
110K
$5.62M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24.7K+ 29.19% |
$1.21M - $1.29M
|
110K
$5.58M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
21.7K+ 74.78% |
$1.06M - $1.14M
|
50.8K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
21.6K+ 7.3% |
$1.06M - $1.13M
|
318K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
21.1K+ 7.73% |
$1.03M - $1.1M
|
294K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
20.4K+ 20.37% |
$998K - $1.07M
|
121K
$6.14M
|