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 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
960New |
$46.9K - $50.2K
|
960
$48.9K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
957+ 2.44% |
$46.8K - $50K
|
40.1K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
948+ 0.78% |
$46.3K - $49.6K
|
122K
$6.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
943+ 28.04% |
$46.1K - $49.3K
|
4.31K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
931New |
$45.5K - $48.7K
|
931
$47.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
931+ 2.78% |
$45.5K - $48.7K
|
34.4K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
917New |
$44.8K - $47.9K
|
917
$46.7K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
915+ 46.61% |
$44.7K - $47.8K
|
2.88K
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
911+ 7.36% |
$44.5K - $47.6K
|
13.3K
$676K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
898+ 8.92% |
$43.9K - $46.9K
|
11K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
857+ 5.76% |
$41.9K - $44.8K
|
15.7K
$802K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
828+ 4.89% |
$40.5K - $43.3K
|
17.8K
$904K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
789+ 1.13% |
$38.6K - $41.2K
|
70.4K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
750+ 18.32% |
$36.6K - $39.2K
|
4.84K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
713+ 4.55% |
$34.8K - $37.3K
|
16.4K
$834K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
701+ 4.68% |
$34.3K - $36.6K
|
15.7K
$799K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
700New |
$34.2K - $36.6K
|
700
$35.6K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
686New |
$33.5K - $35.9K
|
686
$34.9K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
664+ 15.06% |
$32.4K - $34.7K
|
5.07K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
636+ 4.69% |
$31.1K - $33.3K
|
14.2K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
634+ 8.43% |
$31K - $33.1K
|
8.15K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
602+ 299.5% |
$29.4K - $31.5K
|
803
$40.9K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
599+ 1.24% |
$29.3K - $31.3K
|
48.9K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
596+ 3.43% |
$29.1K - $31.2K
|
18K
$915K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
560New |
$27.4K - $29.3K
|
560
$28.5K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
508+ 7.34% |
$24.8K - $26.6K
|
7.43K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
422New |
$20.6K - $22.1K
|
422
$21.5K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$19.5K - $20.9K
|
400
$20.4K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
375+ 13.76% |
$18.3K - $19.6K
|
3.1K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
372+ 7.75% |
$18.2K - $19.4K
|
5.17K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
311+ 1.27% |
$15.2K - $16.3K
|
24.8K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
310+ 2.15% |
$15.1K - $16.2K
|
14.7K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
296+ 1.3% |
$14.5K - $15.5K
|
23.1K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
293+ 1.91% |
$14.3K - $15.3K
|
15.7K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
262New |
$12.8K - $13.7K
|
262
$13.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
258+ 0.38% |
$12.6K - $13.5K
|
68K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
236New |
$11.5K - $12.3K
|
236
$12K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
230+ 2.64% |
$11.2K - $12K
|
8.94K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
230+ 3.92% |
$11.2K - $12K
|
6.1K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
223+ 3.66% |
$10.9K - $11.7K
|
6.31K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
210New |
$10.3K - $11K
|
210
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
198+ 0.23% |
$9.67K - $10.4K
|
84.9K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
138+ 3.27% |
$6.74K - $7.21K
|
4.35K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
133+ 0.79% |
$6.5K - $6.95K
|
17K
$867K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
118New |
$5.77K - $6.17K
|
118
$6.01K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
118+ 1.36% |
$5.77K - $6.17K
|
8.82K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
105+ 1.11% |
$5.13K - $5.49K
|
9.58K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
100New |
$4.89K - $5.23K
|
100
$5.09K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
98+ 0.73% |
$4.79K - $5.12K
|
13.6K
$691K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
95+ 1.86% |
$4.64K - $4.97K
|
5.21K
$265K
|