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
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5K- 27.9% |
$165K - $196K
|
12.9K
$669K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.8K- 35.59% |
$225K - $267K
|
12.3K
$638K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-6.84K- 10.61% |
$226K - $268K
|
57.6K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.03K- 26.22% |
$299K - $354K
|
25.4K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.17K- 4.9% |
$303K - $360K
|
178K
$9.23M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-10.2K- 22.54% |
$336K - $399K
|
35K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 33.16% |
$353K - $419K
|
21.5K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 15.52% |
$501K - $594K
|
82.4K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.6K- 89.77% |
$581K - $690K
|
2K
$104K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.8K- 15.79% |
$587K - $697K
|
94.7K
$4.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-24.4K- 47.72% |
$806K - $957K
|
26.7K
$1.38M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-24.4K- 44.94% |
$807K - $958K
|
29.9K
$1.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-58K- 28.42% |
$1.92M - $2.27M
|
146K
$7.57M
|