Purchases and Sales Made in Q4 2021 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
662+ 0.53% |
$24.7K - $26.8K
|
126K
$6.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
461New |
$17.2K - $18.6K
|
461
$22.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
409New |
$15.3K - $16.5K
|
409
$20.1K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
309New |
$11.5K - $12.5K
|
309
$15.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
282+ 0.89% |
$10.5K - $11.4K
|
32K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
254+ 1.86% |
$9.48K - $10.3K
|
13.9K
$683K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
131+ 2.3% |
$4.89K - $5.29K
|
5.83K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
91+ 32.85% |
$3.4K - $3.68K
|
368
$18.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
77New |
$2.87K - $3.11K
|
77
$3.78K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
64New |
$2.39K - $2.59K
|
64
$3.14K
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
48+ 0.25% |
$1.79K - $1.94K
|
19.1K
$939K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 6.78% |
$1.23K - $1.33K
|
520
$25.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25+ 0.17% |
$933 - $1.01K
|
15.1K
$742K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
19+ 0.34% |
$709 - $768
|
5.54K
$272K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 0.55% |
$522 - $566
|
2.55K
$125K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 0.12% |
$261 - $283
|
5.97K
$293K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.22% |
$224 - $242
|
2.68K
$132K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1New |
$37.3 - $40.4
|
1
$49.1
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-20- 2.72% |
$746 - $808
|
714
$35.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-103Closed |
$3.84K - $4.16K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-220- 1.78% |
$8.21K - $8.89K
|
12.2K
$597K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-290- 16.16% |
$10.8K - $11.7K
|
1.5K
$73.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-331- 29.29% |
$12.3K - $13.4K
|
799
$39.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-838- 2.31% |
$31.3K - $33.9K
|
35.5K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-969- 1.47% |
$36.2K - $39.2K
|
65.1K
$3.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-986- 1.64% |
$36.8K - $39.8K
|
59.2K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.02K- 3.3% |
$37.9K - $41K
|
29.8K
$1.46M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.02K- 3.3% |
$37.9K - $41K
|
29.8K
$1.46M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 9.75% |
$41K - $44.4K
|
10.2K
$500K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.14KClosed |
$42.7K - $46.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 1.74% |
$43.8K - $47.4K
|
66.4K
$3.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.23K- 2.35% |
$45.9K - $49.7K
|
51.1K
$2.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.29K- 9.27% |
$48K - $52K
|
12.6K
$618K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.61K- 15.49% |
$59.9K - $64.9K
|
8.76K
$430K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2KClosed |
$74.6K - $80.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.11KClosed |
$78.6K - $85.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.14K- 7.52% |
$79.7K - $86.3K
|
26.2K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.43K- 9.62% |
$90.6K - $98.2K
|
22.8K
$1.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.82K- 7.23% |
$105K - $114K
|
36.1K
$1.78M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-3KClosed |
$112K - $121K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.27K- 10.64% |
$122K - $132K
|
27.5K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.78K- 18.6% |
$141K - $153K
|
16.5K
$812K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
SELL
|
- |
-4.36K- 7.8% |
$162K - $176K
|
51.5K
$2.53M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.39K- 4.75% |
$164K - $177K
|
88K
$4.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.53KClosed |
$206K - $224K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.18KClosed |
$268K - $290K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 26.02% |
$521K - $564K
|
39.7K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17K- 17.36% |
$634K - $686K
|
80.8K
$3.97M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.2KClosed |
$790K - $856K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.1KClosed |
$825K - $894K
|
0
$0
|