Purchases and Sales Made in Q4 2022 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 2022. 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 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
334K+ 208.69% |
$11M - $13.1M
|
494K
$25.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
216K+ 89.16% |
$7.14M - $8.48M
|
459K
$23.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
189K+ 44.1% |
$6.26M - $7.43M
|
619K
$32.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
144KNew |
$4.77M - $5.66M
|
144K
$7.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 14.15% |
$4.63M - $5.5M
|
1.13M
$58.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 75.11% |
$3.84M - $4.56M
|
271K
$14M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
116K+ 15.48% |
$3.82M - $4.53M
|
862K
$44.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
87.9K+ 182.11% |
$2.9M - $3.45M
|
136K
$7.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
85.2KNew |
$2.82M - $3.34M
|
85.2K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
57.4KNew |
$1.9M - $2.25M
|
57.4K
$2.98M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
54.3K+ 6783.13% |
$1.79M - $2.13M
|
55.1K
$2.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.8K+ 94.24% |
$1.51M - $1.8M
|
94.4K
$4.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.1K+ 201.21% |
$1.46M - $1.73M
|
66.1K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.3K+ 68.7% |
$1.4M - $1.66M
|
104K
$5.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
39.3K+ 247.18% |
$1.3M - $1.54M
|
55.2K
$2.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
32.7KNew |
$1.08M - $1.28M
|
32.7K
$1.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
20.2K+ 28.83% |
$668K - $793K
|
90.4K
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.3K+ 15.04% |
$603K - $716K
|
140K
$7.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
17.5K+ 154.87% |
$578K - $687K
|
28.8K
$1.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.1KNew |
$530K - $630K
|
16.1K
$832K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 29.14% |
$433K - $515K
|
58.1K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.9KNew |
$427K - $507K
|
12.9K
$670K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
11.3K+ 19.88% |
$373K - $443K
|
68.1K
$3.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 2.65% |
$352K - $418K
|
414K
$21.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.12K+ 2.67% |
$301K - $358K
|
351K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.82K+ 3.49% |
$292K - $346K
|
262K
$13.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.23K+ 52.49% |
$272K - $323K
|
23.9K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.84KNew |
$259K - $308K
|
7.84K
$406K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.41K+ 51.02% |
$245K - $291K
|
21.9K
$1.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
7.05K+ 63.68% |
$233K - $277K
|
18.1K
$940K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.04KNew |
$233K - $276K
|
7.04K
$365K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.46K+ 7.57% |
$214K - $254K
|
91.8K
$4.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.99KNew |
$198K - $235K
|
5.99K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.7KNew |
$188K - $224K
|
5.7K
$295K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.65KNew |
$187K - $222K
|
5.65K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.51KNew |
$182K - $216K
|
5.51K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.45K+ 1240.32% |
$180K - $214K
|
5.88K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.21K+ 83.79% |
$172K - $204K
|
11.4K
$592K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.33K+ 1347.35% |
$143K - $170K
|
4.65K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.31K+ 6.2% |
$142K - $169K
|
73.7K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.1K+ 120.49% |
$135K - $161K
|
7.5K
$389K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.07K+ 24.45% |
$134K - $160K
|
20.7K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.63K+ 42.75% |
$120K - $142K
|
12.1K
$628K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.04KNew |
$100K - $119K
|
3.04K
$157K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.77KNew |
$91.4K - $109K
|
2.77K
$143K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.68K+ 36.96% |
$88.6K - $105K
|
9.93K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.63K+ 9.06% |
$86.9K - $103K
|
31.6K
$1.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 1.35% |
$66.6K - $79.1K
|
151K
$7.83M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.86KNew |
$61.4K - $72.9K
|
1.86K
$96.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.84K+ 13.24% |
$60.8K - $72.2K
|
15.7K
$815K
|