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 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-626- 10.61% |
$30.6K - $32.7K
|
5.27K
$268K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-628- 3.49% |
$30.7K - $32.8K
|
17.3K
$883K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-693- 13.12% |
$33.9K - $36.2K
|
4.59K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-863- 0.8% |
$42.2K - $45.1K
|
107K
$5.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-875- 13.67% |
$42.8K - $45.7K
|
5.53K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-986- 1.11% |
$48.2K - $51.5K
|
88K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-992- 1.34% |
$48.5K - $51.9K
|
73K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.01K- 16.27% |
$49.2K - $52.6K
|
5.18K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.12K- 2.82% |
$54.8K - $58.6K
|
38.6K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.15K- 3.09% |
$55.9K - $59.9K
|
36K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 10.32% |
$62.3K - $66.7K
|
11.1K
$564K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 3.77% |
$64.4K - $69K
|
33.6K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.54K- 98.85% |
$75.4K - $80.7K
|
18
$916
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.58K- 1.15% |
$77.1K - $82.5K
|
136K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.88K- 5.88% |
$92.1K - $98.5K
|
30.2K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.98K- 64.9% |
$96.5K - $103K
|
1.07K
$54.4K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.99K- 30.5% |
$97.4K - $104K
|
4.54K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.03K- 1.32% |
$99.2K - $106K
|
152K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.59K- 10.25% |
$127K - $135K
|
22.7K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.66K- 99.96% |
$130K - $139K
|
1
$50.9
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-3.16K- 36.61% |
$154K - $165K
|
5.47K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-3.24K- 53.4% |
$158K - $169K
|
2.83K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.28K- 4.75% |
$160K - $172K
|
65.8K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.31K- 38.65% |
$162K - $173K
|
5.26K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-3.9K- 8.35% |
$191K - $204K
|
42.8K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.09K- 3.44% |
$200K - $214K
|
115K
$5.85M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.44K- 24.57% |
$217K - $232K
|
13.6K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.77K- 2.89% |
$233K - $249K
|
160K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.45K- 19.12% |
$266K - $285K
|
23.1K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.29K- 6.5% |
$307K - $329K
|
90.5K
$4.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.35K- 27.34% |
$310K - $332K
|
16.9K
$859K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.59K- 18.98% |
$468K - $501K
|
40.9K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-9.75K- 49.11% |
$477K - $510K
|
10.1K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 2.76% |
$512K - $548K
|
369K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.4K- 14.12% |
$605K - $648K
|
75.3K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-18.3K- 10.82% |
$896K - $959K
|
151K
$7.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19.5K- 42.73% |
$952K - $1.02M
|
26.1K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.6K- 67.12% |
$957K - $1.02M
|
9.59K
$488K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.7K- 81.98% |
$1.36M - $1.45M
|
6.1K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-31.6K- 99.33% |
$1.55M - $1.65M
|
214
$10.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-36.2K- 45.76% |
$1.77M - $1.89M
|
42.9K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41KClosed |
$2.01M - $2.15M
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-101K- 86.52% |
$4.95M - $5.29M
|
15.8K
$803K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-232K- 72.49% |
$11.3M - $12.1M
|
87.9K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-243K- 65.03% |
$11.9M - $12.7M
|
131K
$6.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-260K- 83.69% |
$12.7M - $13.6M
|
50.7K
$2.58M
|