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 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
66+ 0.16% |
$3.22K - $3.45K
|
41K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
66+ 0.56% |
$3.22K - $3.45K
|
11.9K
$608K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
59+ 0.83% |
$2.88K - $3.08K
|
7.13K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
58New |
$2.83K - $3.03K
|
58
$2.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
56+ 1.16% |
$2.74K - $2.93K
|
4.9K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.13% |
$2.49K - $2.67K
|
39.5K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
45+ 0.21% |
$2.2K - $2.35K
|
21.1K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 6.32% |
$1.91K - $2.04K
|
656
$33.4K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
39+ 0.62% |
$1.91K - $2.04K
|
6.33K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
39+ 0.6% |
$1.91K - $2.04K
|
6.54K
$333K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
35+ 0.84% |
$1.71K - $1.83K
|
4.22K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33+ 1.94% |
$1.61K - $1.73K
|
1.74K
$88.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
32+ 0.76% |
$1.56K - $1.67K
|
4.26K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
28+ 0.17% |
$1.37K - $1.46K
|
16.5K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28+ 0.61% |
$1.37K - $1.46K
|
4.59K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20+ 11.76% |
$977 - $1.05K
|
190
$9.67K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13+ 0.34% |
$635 - $680
|
3.84K
$196K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
12New |
$586 - $627
|
12
$611
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$537 - $575
|
39.4K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11New |
$537 - $575
|
11
$560
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
9+ 0.16% |
$440 - $471
|
5.57K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4New |
$195 - $209
|
4
$204
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.79% |
$195 - $209
|
511
$26K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$97.7 - $105
|
4.65K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.98% |
$97.7 - $105
|
206
$10.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2New |
$97.7 - $105
|
2
$102
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$48.9 - $52.3
|
4.6K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.58% |
$48.9 - $52.3
|
173
$8.81K
|
|
|
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
$276K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$293 - $314
|
8.35K
$425K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-11- 0.93% |
$537 - $575
|
1.17K
$59.7K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-15- 0.25% |
$733 - $784
|
5.9K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-20- 0.29% |
$977 - $1.05K
|
6.97K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-69- 0.67% |
$3.37K - $3.61K
|
10.2K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 1.14% |
$4.89K - $5.23K
|
8.71K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-112- 0.23% |
$5.47K - $5.86K
|
49.3K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125- 1.23% |
$6.11K - $6.54K
|
10K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-146- 3.48% |
$7.13K - $7.63K
|
4.05K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-150- 1.39% |
$7.33K - $7.84K
|
10.7K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-213- 4.59% |
$10.4K - $11.1K
|
4.42K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-219- 2.07% |
$10.7K - $11.4K
|
10.4K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-230- 0.07% |
$11.2K - $12K
|
342K
$17.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-244- 62.89% |
$11.9K - $12.8K
|
144
$7.33K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-365- 7.62% |
$17.8K - $19.1K
|
4.42K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-375- 6.33% |
$18.3K - $19.6K
|
5.55K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-401- 1.59% |
$19.6K - $21K
|
24.8K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-455- 10.05% |
$22.2K - $23.8K
|
4.07K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-481- 1.06% |
$23.5K - $25.1K
|
44.7K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-604- 6.44% |
$29.5K - $31.6K
|
8.78K
$447K
|