Purchases and Sales Made in Q3 2025 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.75M+ 63.33% |
$91.6M - $97.3M
|
4.5M
$253M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
636K+ 62.21% |
$33.3M - $35.4M
|
1.66M
$92.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
572K+ 34.58% |
$30M - $31.9M
|
2.23M
$125M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
563K+ 57.95% |
$29.5M - $31.4M
|
1.54M
$86.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
504KNew |
$26.4M - $28.1M
|
504K
$28.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
292K+ 271.0% |
$15.3M - $16.3M
|
399K
$22.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
282K+ 25.62% |
$14.8M - $15.7M
|
1.38M
$77.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
229KNew |
$12M - $12.7M
|
229K
$12.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
202K+ 10.09% |
$10.6M - $11.2M
|
2.2M
$123M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
194K+ 361.65% |
$10.2M - $10.8M
|
247K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
192K+ 11.64% |
$10.1M - $10.7M
|
1.84M
$103M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
171K+ 21.48% |
$8.96M - $9.52M
|
966K
$54.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
159K+ 127.69% |
$8.35M - $8.87M
|
284K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
155K+ 13.79% |
$8.15M - $8.66M
|
1.28M
$72M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
147K+ 20.12% |
$7.73M - $8.21M
|
880K
$49.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
147K+ 6.68% |
$7.69M - $8.17M
|
2.34M
$131M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
134KNew |
$7.02M - $7.46M
|
134K
$7.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
131K+ 23.36% |
$6.88M - $7.31M
|
693K
$38.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
121KNew |
$6.37M - $6.77M
|
121K
$6.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
115K+ 33.71% |
$6.04M - $6.42M
|
457K
$25.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
113KNew |
$5.92M - $6.3M
|
113K
$6.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
111K+ 63.5% |
$5.81M - $6.17M
|
285K
$16M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106K+ 18.93% |
$5.56M - $5.91M
|
666K
$37.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 100.07% |
$5.44M - $5.78M
|
208K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
92.1KNew |
$4.83M - $5.13M
|
92.1K
$5.16M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
82.3K+ 399.38% |
$4.31M - $4.58M
|
103K
$5.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81.4K+ 8.45% |
$4.27M - $4.53M
|
1.04M
$58.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
79.6K+ 154.31% |
$4.17M - $4.43M
|
131K
$7.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
79.4K+ 107.67% |
$4.16M - $4.42M
|
153K
$8.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79K+ 29.98% |
$4.14M - $4.4M
|
342K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
73.2K+ 43.11% |
$3.84M - $4.08M
|
243K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
69.4KNew |
$3.64M - $3.87M
|
69.4K
$3.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
64.7K+ 9.11% |
$3.39M - $3.6M
|
774K
$43.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
60.1K+ 25.02% |
$3.15M - $3.35M
|
300K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
57.6K+ 307.12% |
$3.02M - $3.21M
|
76.4K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.7KNew |
$2.92M - $3.11M
|
55.7K
$3.13M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
53.5K+ 35.56% |
$2.81M - $2.98M
|
204K
$11.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
50.5K+ 10.09% |
$2.65M - $2.81M
|
551K
$30.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
46.5KNew |
$2.44M - $2.59M
|
46.5K
$2.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.5K+ 44.16% |
$2.23M - $2.37M
|
139K
$7.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
42.2K+ 77.05% |
$2.21M - $2.35M
|
97K
$5.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
42.2K+ 26.26% |
$2.21M - $2.35M
|
203K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
41.4K+ 278.96% |
$2.17M - $2.31M
|
56.2K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.6K+ 6.14% |
$2.02M - $2.15M
|
667K
$37.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.8K+ 44.09% |
$1.93M - $2.05M
|
120K
$6.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
36.8K+ 52.6% |
$1.93M - $2.05M
|
107K
$5.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
36.6K+ 13.77% |
$1.92M - $2.04M
|
303K
$17M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
34.2KNew |
$1.79M - $1.91M
|
34.2K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
34.1K+ 46.62% |
$1.79M - $1.9M
|
107K
$6.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
32.9K+ 163.4% |
$1.72M - $1.83M
|
53K
$2.97M
|