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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.9KNew |
$972K - $1.04M
|
19.9K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.7K+ 318.34% |
$963K - $1.03M
|
25.9K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.5K+ 14.28% |
$953K - $1.02M
|
156K
$7.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.5K+ 22.3% |
$952K - $1.02M
|
107K
$5.44M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 80.17% |
$889K - $951K
|
40.9K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17.5K+ 5.98% |
$855K - $915K
|
310K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
17.2K+ 18.37% |
$838K - $897K
|
111K
$5.63M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16.8K+ 203.28% |
$819K - $876K
|
25K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
16.7KNew |
$816K - $873K
|
16.7K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 4.42% |
$767K - $821K
|
371K
$18.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.6K+ 145.9% |
$760K - $813K
|
26.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.8KNew |
$724K - $774K
|
14.8K
$754K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13K+ 273.77% |
$638K - $682K
|
17.8K
$907K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12.8K+ 2.5% |
$623K - $667K
|
523K
$26.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.4KNew |
$604K - $647K
|
12.4K
$630K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.1KNew |
$590K - $632K
|
12.1K
$615K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 284.24% |
$574K - $614K
|
15.9K
$808K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.5K+ 17.71% |
$559K - $599K
|
76.1K
$3.87M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
10.9K+ 15.51% |
$535K - $572K
|
81.5K
$4.15M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9K+ 32.91% |
$530K - $567K
|
43.8K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
10.1K+ 9.77% |
$493K - $527K
|
113K
$5.77M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.62K+ 65.2% |
$470K - $503K
|
24.4K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
9.21K+ 3020.66% |
$450K - $482K
|
9.52K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.16KNew |
$448K - $479K
|
9.16K
$467K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.07K+ 10.37% |
$443K - $474K
|
96.6K
$4.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
8.93K+ 179.77% |
$436K - $467K
|
13.9K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.91K+ 64.32% |
$435K - $466K
|
22.8K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.64KNew |
$422K - $451K
|
8.64K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.34K+ 11.54% |
$407K - $436K
|
80.6K
$4.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.75K+ 3.7% |
$379K - $405K
|
217K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
7.73KNew |
$377K - $404K
|
7.73K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.41K+ 15.5% |
$362K - $387K
|
55.2K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.4K+ 17.45% |
$362K - $387K
|
49.8K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
7.36KNew |
$360K - $385K
|
7.36K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.2KNew |
$352K - $376K
|
7.2K
$366K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
7.1KNew |
$347K - $371K
|
7.1K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.06KNew |
$345K - $369K
|
7.06K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.02K+ 44.6% |
$343K - $367K
|
22.8K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
6.88KNew |
$336K - $359K
|
6.88K
$350K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.81KNew |
$332K - $356K
|
6.81K
$346K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.62K+ 27.04% |
$323K - $346K
|
31.1K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
6.46K+ 38.46% |
$316K - $338K
|
23.3K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.17K+ 6.04% |
$302K - $323K
|
108K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6.1K+ 7.69% |
$298K - $319K
|
85.4K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6KNew |
$293K - $314K
|
6K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.36KNew |
$262K - $280K
|
5.36K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.23K+ 6.84% |
$256K - $273K
|
81.7K
$4.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.66K+ 66500.0% |
$227K - $243K
|
4.66K
$237K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.51KNew |
$220K - $236K
|
4.51K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.29K+ 18.55% |
$210K - $224K
|
27.4K
$1.4M
|