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
$85.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
537KNew |
$26.3M - $28.1M
|
537K
$25M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
220KNew |
$10.8M - $11.5M
|
220K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
82.9KNew |
$4.05M - $4.33M
|
82.9K
$3.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78.6KNew |
$3.84M - $4.11M
|
78.6K
$3.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
40.4KNew |
$1.97M - $2.11M
|
40.4K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
38.4K+ 200.25% |
$1.88M - $2.01M
|
57.6K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
21.6K+ 7.3% |
$1.06M - $1.13M
|
318K
$14.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.5K+ 22.3% |
$952K - $1.02M
|
107K
$4.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.6K+ 145.9% |
$760K - $813K
|
26.2K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.4KNew |
$604K - $647K
|
12.4K
$576K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.1KNew |
$590K - $632K
|
12.1K
$563K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 284.24% |
$574K - $614K
|
15.9K
$739K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
10.1K+ 9.77% |
$493K - $527K
|
113K
$5.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.4K+ 17.45% |
$362K - $387K
|
49.8K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
7.36KNew |
$360K - $385K
|
7.36K
$343K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
7.1KNew |
$347K - $371K
|
7.1K
$330K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.02K+ 44.6% |
$343K - $367K
|
22.8K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.81KNew |
$332K - $356K
|
6.81K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
6.46K+ 38.46% |
$316K - $338K
|
23.3K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.66K+ 66500.0% |
$227K - $243K
|
4.66K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.28K+ 32.34% |
$209K - $224K
|
17.5K
$815K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.58K+ 18.24% |
$175K - $187K
|
23.2K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.4K+ 14.34% |
$117K - $125K
|
19.1K
$891K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.35K+ 2.17% |
$115K - $123K
|
111K
$5.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 14.09% |
$97K - $104K
|
16.1K
$749K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.97K+ 21.34% |
$96.1K - $103K
|
11.2K
$520K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.87K+ 1.45% |
$91.3K - $97.7K
|
131K
$6.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.18K+ 8.07% |
$57.4K - $61.4K
|
15.7K
$732K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.11K+ 3.97% |
$54.2K - $58K
|
29K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
943+ 28.04% |
$46.1K - $49.3K
|
4.31K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
931+ 2.78% |
$45.5K - $48.7K
|
34.4K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
931New |
$45.5K - $48.7K
|
931
$43.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
789+ 1.13% |
$38.6K - $41.2K
|
70.4K
$3.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
701+ 4.68% |
$34.3K - $36.6K
|
15.7K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
311+ 1.27% |
$15.2K - $16.3K
|
24.8K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
210New |
$10.3K - $11K
|
210
$9.78K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
98+ 0.73% |
$4.79K - $5.12K
|
13.6K
$632K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
59+ 0.83% |
$2.88K - $3.08K
|
7.13K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
39+ 0.6% |
$1.91K - $2.04K
|
6.54K
$304K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
9+ 0.16% |
$440 - $471
|
5.57K
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$48.9 - $52.3
|
4.6K
$214K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1- 0.02% |
$48.9 - $52.3
|
5.42K
$252K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$293 - $314
|
8.35K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-11- 0.93% |
$537 - $575
|
1.17K
$54.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-213- 4.59% |
$10.4K - $11.1K
|
4.42K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-401- 1.59% |
$19.6K - $21K
|
24.8K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-626- 10.61% |
$30.6K - $32.7K
|
5.27K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-628- 3.49% |
$30.7K - $32.8K
|
17.3K
$808K
|