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 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.28K+ 32.34% |
$209K - $224K
|
17.5K
$891K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.16KNew |
$203K - $217K
|
4.16K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.15KNew |
$203K - $217K
|
4.15K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.1KNew |
$200K - $214K
|
4.1K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.07K+ 2.93% |
$199K - $213K
|
143K
$7.27M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.05KNew |
$198K - $212K
|
4.05K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.04K+ 64.52% |
$197K - $211K
|
10.3K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.97K+ 3.28% |
$194K - $208K
|
125K
$6.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.9K+ 21.01% |
$191K - $204K
|
22.5K
$1.14M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.7K+ 9.11% |
$181K - $193K
|
44.3K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.58K+ 18.24% |
$175K - $187K
|
23.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.31K+ 20.46% |
$162K - $173K
|
19.5K
$992K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.27K+ 1.34% |
$160K - $171K
|
246K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.01K+ 53.24% |
$147K - $157K
|
8.66K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.9K+ 3.7% |
$141K - $151K
|
81.3K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.83K+ 10.12% |
$138K - $148K
|
30.7K
$1.56M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.7K+ 13.4% |
$132K - $141K
|
22.8K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.58K+ 2.35% |
$126K - $135K
|
112K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.45K+ 17.84% |
$120K - $128K
|
16.2K
$823K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.4K+ 14.34% |
$117K - $125K
|
19.1K
$974K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.35K+ 2.17% |
$115K - $123K
|
111K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.17K+ 1.04% |
$106K - $113K
|
211K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2KNew |
$97.7K - $105K
|
2K
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 14.09% |
$97K - $104K
|
16.1K
$819K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.97K+ 21.34% |
$96.1K - $103K
|
11.2K
$569K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.96K+ 12.94% |
$95.8K - $103K
|
17.1K
$871K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.87K+ 1.45% |
$91.3K - $97.7K
|
131K
$6.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.71K+ 31.32% |
$83.7K - $89.6K
|
7.18K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.69K+ 5.22% |
$82.7K - $88.5K
|
34.1K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 7.55% |
$82.3K - $88.1K
|
24K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.66K+ 7.31% |
$81.3K - $87K
|
24.4K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.64KNew |
$80.2K - $85.8K
|
1.64K
$83.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 3.76% |
$73.9K - $79.1K
|
41.8K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 3.66% |
$73.5K - $78.7K
|
42.7K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.49K+ 25.25% |
$72.9K - $78K
|
7.4K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 27.88% |
$72.1K - $77.1K
|
6.77K
$344K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.46K+ 1457.0% |
$71.2K - $76.2K
|
1.56K
$79.3K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.4K+ 4.57% |
$68.4K - $73.2K
|
32K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 230.19% |
$65.6K - $70.2K
|
1.93K
$98K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.33K+ 0.66% |
$65.1K - $69.6K
|
204K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.31K+ 2.65% |
$63.9K - $68.4K
|
50.6K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.23K+ 2.03% |
$60.2K - $64.4K
|
62K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.18K+ 16.73% |
$57.4K - $61.4K
|
8.2K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.18K+ 8.07% |
$57.4K - $61.4K
|
15.7K
$801K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.17KNew |
$57.2K - $61.2K
|
1.17K
$59.6K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.11K+ 6.37% |
$54.4K - $58.2K
|
18.6K
$946K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.11K+ 3.97% |
$54.2K - $58K
|
29K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 2.53% |
$49.9K - $53.4K
|
41.3K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.02K+ 19.6% |
$49.8K - $53.3K
|
6.23K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
997+ 5.72% |
$48.7K - $52.1K
|
18.4K
$938K
|