Purchases and Sales Made in Q2 2025 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
171K+ 309.79% |
$7.45M - $8.89M
|
226K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
70KNew |
$3.05M - $3.64M
|
70K
$3.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
68.1K+ 93.25% |
$2.97M - $3.54M
|
141K
$7.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
66.9KNew |
$2.92M - $3.48M
|
66.9K
$3.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
61.9KNew |
$2.7M - $3.22M
|
61.9K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
54.2K+ 34.72% |
$2.36M - $2.82M
|
210K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
42.6K+ 625.38% |
$1.86M - $2.21M
|
49.4K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
31.5K+ 135.43% |
$1.37M - $1.64M
|
54.8K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
28K+ 107.22% |
$1.22M - $1.46M
|
54.1K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27.7KNew |
$1.21M - $1.44M
|
27.7K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
21.8KNew |
$949K - $1.13M
|
21.8K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
20.6KNew |
$898K - $1.07M
|
20.6K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20.1KNew |
$877K - $1.05M
|
20.1K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
19.3K+ 277.11% |
$842K - $1.01M
|
26.3K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 55.81% |
$837K - $999K
|
53.6K
$2.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17K+ 34.23% |
$743K - $887K
|
66.9K
$3.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.1K+ 121.29% |
$703K - $838K
|
29.4K
$1.58M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.3K+ 35.0% |
$625K - $745K
|
55.3K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
12.9K+ 32.0% |
$564K - $673K
|
53.3K
$2.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 6.61% |
$437K - $522K
|
162K
$8.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.66K+ 53.86% |
$378K - $451K
|
24.7K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.99K+ 448.94% |
$305K - $364K
|
8.55K
$459K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.48KNew |
$283K - $337K
|
6.48K
$348K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.37K+ 27.99% |
$278K - $332K
|
29.1K
$1.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.81KNew |
$253K - $302K
|
5.81K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.17KNew |
$225K - $269K
|
5.17K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.14KNew |
$224K - $267K
|
5.14K
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.76K+ 39.42% |
$208K - $248K
|
16.8K
$904K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.6KNew |
$201K - $239K
|
4.6K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.58K+ 7.39% |
$200K - $238K
|
66.6K
$3.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
4.48KNew |
$195K - $233K
|
4.48K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.23K+ 5.55% |
$184K - $220K
|
80.3K
$4.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.21K+ 26.86% |
$184K - $219K
|
19.9K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.95KNew |
$172K - $205K
|
3.95K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
3.83K+ 3.38% |
$167K - $199K
|
117K
$6.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.3K+ 2.98% |
$144K - $171K
|
114K
$6.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.74K+ 4.02% |
$119K - $142K
|
70.7K
$3.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.65K+ 18.66% |
$115K - $138K
|
16.8K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.39K+ 3.39% |
$104K - $124K
|
72.8K
$3.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.08K+ 46.9% |
$90.5K - $108K
|
6.5K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.02K+ 1.8% |
$88.1K - $105K
|
114K
$6.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.96K+ 42.11% |
$85.6K - $102K
|
6.63K
$355K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.82K+ 14.67% |
$79.1K - $94.4K
|
14.2K
$761K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.79K+ 10.53% |
$78.2K - $93.3K
|
18.8K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.77K+ 3.41% |
$77K - $91.9K
|
53.6K
$2.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.65K+ 1.35% |
$72.1K - $86K
|
124K
$6.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.62K+ 1.96% |
$70.7K - $84.3K
|
84.5K
$4.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.06K+ 10.39% |
$46.1K - $55K
|
11.2K
$602K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
900+ 1.99% |
$39.2K - $46.8K
|
46.1K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
762+ 10.61% |
$33.2K - $39.6K
|
7.95K
$426K
|