Purchases and Sales Made in Q4 2024 in Fidelity High Dividend ETF (FDVV)

FDVV Quotes by TradingView

This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 2024. 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
Jan 23, 2025 Q4 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
4.61K
New
$229K - $243K
4.61K $235K
Jan 13, 2025 Q4 2024
City Center Advisors, LLC

Troy, MI
BUY
 -
4.47K
New
$222K - $235K
4.47K $228K
Jan 17, 2025 Q4 2024
Westside Investment Management, Inc.

BUY
 -
4.3K
+ 30.16%
$214K - $226K
18.6K $944K
Jan 24, 2025 Q4 2024
Level Wealth Management LLC

Greensboro, NC
BUY
 -
4.23K
New
$210K - $223K
4.23K $215K
Jan 29, 2025 Q4 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
4.2K
New
$209K - $221K
4.2K $214K
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
4.13K
New
$205K - $217K
4.13K $210K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
3.52K
+ 9.56%
$175K - $185K
40.3K $2.05M
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
3.36K
New
$167K - $177K
3.36K $171K
Jan 21, 2025 Q4 2024
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
3.32K
+ 26.75%
$165K - $175K
15.7K $801K
Jan 10, 2025 Q4 2024
Hbw Advisory Services LLC

BUY
 -
3.3K
+ 6.98%
$164K - $173K
50.5K $2.57M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
2.63K
+ 3.1%
$131K - $138K
87.5K $4.45M
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
2.58K
New
$128K - $136K
2.58K $131K
Jan 29, 2025 Q4 2024
Principle Wealth Partners LLC

BUY
 -
2.23K
+ 3.0%
$110K - $117K
76.4K $3.89M
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
1.96K
New
$97.5K - $103K
1.96K $99.9K
Jan 15, 2025 Q4 2024
Tru Wealth Advisors, LLC

BUY
 -
1.95K
+ 16.03%
$96.7K - $103K
14.1K $717K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
1.85K
+ 15.78%
$91.7K - $97.2K
13.6K $690K
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
1.7K
New
$84.6K - $89.7K
1.7K $86.7K
Feb 04, 2025 Q4 2024
Kovack Advisors, Inc.

BUY
 -
1.52K
+ 0.76%
$75.4K - $79.9K
202K $10.3M
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
1.44K
+ 4.49%
$71.5K - $75.7K
33.5K $1.7M
Feb 03, 2025 Q4 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.35K
+ 21.88%
$67K - $71.1K
7.52K $383K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
1.29K
+ 36.89%
$64.1K - $67.9K
4.79K $244K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
1.18K
New
$58.8K - $62.3K
1.18K $60.2K
Jan 30, 2025 Q4 2024
Ellis Investment Partners, LLC

BUY
 -
1.15K
+ 27.87%
$57.2K - $60.6K
5.28K $269K
Jan 21, 2025 Q4 2024
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
1.13K
+ 8.05%
$56.1K - $59.4K
15.2K $771K
Jan 23, 2025 Q4 2024
Powers Advisory Group, LLC

BUY
 -
1.03K
+ 6.53%
$51.1K - $54.2K
16.8K $855K
Feb 06, 2025 Q4 2024
Financial Services Advisory Inc

BUY
 -
970
+ 1.33%
$48.2K - $51.1K
74K $3.76M
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
910
+ 0.33%
$45.2K - $47.9K
273K $13.9M
Jan 21, 2025 Q4 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
901
+ 9.23%
$44.7K - $47.4K
10.7K $542K
Jan 24, 2025 Q4 2024
Valley National Advisers Inc

BUY
 -
837
+ 18.07%
$41.6K - $44.1K
5.47K $278K
Jan 22, 2025 Q4 2024
Barry Investment Advisors, LLC

BUY
 -
813
+ 2.06%
$40.4K - $42.8K
40.3K $2.05M
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
803
+ 14.35%
$39.9K - $42.3K
6.4K $326K
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
778
+ 12.52%
$38.6K - $40.9K
6.99K $356K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
763
+ 1.57%
$37.9K - $40.2K
49.3K $2.51M
Jan 27, 2025 Q4 2024
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
612
+ 3.13%
$30.4K - $32.2K
20.1K $1.02M
Jan 17, 2025 Q4 2024
Octavia Wealth Advisors, LLC

BUY
 -
546
+ 2.28%
$27.1K - $28.7K
24.5K $1.25M
Jan 23, 2025 Q4 2024
Marmo Financial Group, LLC

Johnson City, TN
BUY
 -
538
+ 0.52%
$26.7K - $28.3K
103K $5.25M
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
502
+ 9.35%
$24.9K - $26.4K
5.87K $299K
Jan 24, 2025 Q4 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
500
+ 5.18%
$24.8K - $26.3K
10.2K $516K
Feb 06, 2025 Q4 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
489
+ 0.71%
$24.3K - $25.7K
69.1K $3.52M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
451
+ 0.47%
$22.4K - $23.7K
96.8K $4.93M
Jan 22, 2025 Q4 2024
Fsc Wealth Advisors, LLC

BUY
 -
416
+ 3.48%
$20.7K - $21.9K
12.4K $629K
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
388
New
$19.3K - $20.4K
388 $19.7K
Feb 07, 2025 Q4 2024
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
369
+ 6.23%
$18.3K - $19.4K
6.29K $320K
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
348
+ 6.26%
$17.3K - $18.3K
5.91K $301K
Jan 14, 2025 Q4 2024
Community Trust & Investment CO

BUY
 -
342
+ 2.41%
$17K - $18K
14.6K $740K
Jan 24, 2025 Q4 2024
Tandem Capital Management Corp

BUY
 -
300
+ 3.27%
$14.9K - $15.8K
9.47K $482K
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
273
+ 0.67%
$13.6K - $14.4K
41K $2.08M
Jan 15, 2025 Q4 2024
Ballew Advisors, Inc

BUY
 -
266
+ 0.96%
$13.2K - $14K
27.9K $1.42M
Feb 06, 2025 Q4 2024
Bay Colony Advisory Group, Inc D

BUY
 -
261
+ 2.92%
$13K - $13.7K
9.21K $469K

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