Purchases and Sales Made in Q2 2023 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
201KNew |
$7.54M - $8.03M
|
201K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159K+ 52.57% |
$5.98M - $6.37M
|
463K
$24M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
136K+ 151.49% |
$5.1M - $5.43M
|
226K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
86.4K+ 7.3% |
$3.24M - $3.45M
|
1.27M
$65.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.6K+ 44.03% |
$2.08M - $2.22M
|
182K
$9.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
44.5K+ 160.84% |
$1.67M - $1.78M
|
72.1K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
43.9KNew |
$1.65M - $1.75M
|
43.9K
$2.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.4K+ 7.59% |
$1.4M - $1.49M
|
530K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
37.3KNew |
$1.4M - $1.49M
|
37.3K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.2KNew |
$1.28M - $1.37M
|
34.2K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.6K+ 4078.5% |
$1.22M - $1.3M
|
33.4K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32.5K+ 54.18% |
$1.22M - $1.3M
|
92.5K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.8K+ 5.83% |
$1.15M - $1.23M
|
559K
$28.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
28.5K+ 30.47% |
$1.07M - $1.14M
|
122K
$6.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
18.6K+ 11.2% |
$698K - $744K
|
185K
$9.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 16.49% |
$613K - $652K
|
115K
$5.98M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.3K+ 88.75% |
$610K - $650K
|
34.6K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15K+ 16.38% |
$563K - $600K
|
107K
$5.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.4K+ 56.97% |
$503K - $536K
|
36.9K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.1K+ 206.42% |
$492K - $524K
|
19.5K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.1K+ 15.25% |
$490K - $522K
|
98.8K
$5.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 11.3% |
$464K - $494K
|
122K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.3K+ 19.35% |
$462K - $492K
|
76K
$3.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3K+ 60.56% |
$385K - $410K
|
27.2K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.97K+ 19.28% |
$374K - $398K
|
61.7K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.57K+ 63.02% |
$359K - $382K
|
24.7K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.81KNew |
$330K - $352K
|
8.81K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.12K+ 5.51% |
$304K - $324K
|
155K
$8.05M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.08K+ 3.06% |
$303K - $323K
|
272K
$14.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.04K+ 11.06% |
$301K - $321K
|
80.7K
$4.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.48K+ 67.18% |
$281K - $299K
|
18.6K
$965K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
7.01K+ 4325.93% |
$263K - $280K
|
7.17K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.86KNew |
$257K - $274K
|
6.86K
$355K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.4K+ 23.38% |
$240K - $256K
|
33.8K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.25K+ 91.05% |
$234K - $250K
|
13.1K
$679K
|
|
|
Jul 21, 2023
Q2 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
6.2K+ 7.55% |
$233K - $248K
|
88.3K
$4.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.17K+ 1.77% |
$231K - $246K
|
354K
$18.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.99K+ 5.28% |
$225K - $239K
|
120K
$6.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
5.3K+ 69.28% |
$199K - $212K
|
13K
$671K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.21K+ 32.54% |
$158K - $168K
|
17.1K
$888K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.93KNew |
$147K - $157K
|
3.93K
$204K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.87K+ 34.82% |
$145K - $154K
|
15K
$776K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.73K+ 106.05% |
$140K - $149K
|
7.25K
$376K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.7KNew |
$139K - $148K
|
3.7K
$192K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.8K+ 29.07% |
$105K - $112K
|
12.4K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.6K+ 2595.0% |
$97.3K - $104K
|
2.7K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.55K+ 3.47% |
$95.7K - $102K
|
76.2K
$3.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.5K+ 15.77% |
$93.6K - $99.7K
|
18.3K
$950K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.31K+ 9.25% |
$86.8K - $92.4K
|
27.3K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.31K+ 3.13% |
$86.4K - $92.1K
|
75.8K
$3.93M
|