Purchases and Sales Made in Q4 2024 in Fidelity High Dividend ETF (FDVV)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
45+ 0.27% |
$2.23K - $2.37K
|
16.9K
$870K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
39+ 0.94% |
$1.94K - $2.05K
|
4.19K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
37+ 0.63% |
$1.84K - $1.95K
|
5.88K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.31% |
$646 - $684
|
4.25K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 0.11% |
$546 - $579
|
10.2K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7+ 2.35% |
$348 - $368
|
305
$15.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5+ 0.21% |
$248 - $263
|
2.35K
$121K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 1.0% |
$248 - $263
|
507
$26.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 1.04% |
$149 - $158
|
292
$15K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.13% |
$49.7 - $52.6
|
48
$2.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$49.7 - $52.6
|
617
$31.7K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.49% |
$49.7 - $52.6
|
204
$10.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$248 - $263
|
8.36K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-11- 0.24% |
$546 - $579
|
4.64K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-59- 1.25% |
$2.93K - $3.11K
|
4.64K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-94- 1.15% |
$4.67K - $4.95K
|
8.05K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-98- 5.9% |
$4.87K - $5.16K
|
1.56K
$80.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-145- 0.96% |
$7.2K - $7.63K
|
15K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-274- 1.21% |
$13.6K - $14.4K
|
22.3K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-282- 0.36% |
$14K - $14.8K
|
78.4K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-285- 5.84% |
$14.2K - $15K
|
4.6K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-300- 3.19% |
$14.9K - $15.8K
|
9.1K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-347- 7.82% |
$17.2K - $18.3K
|
4.09K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-389- 1.65% |
$19.3K - $20.5K
|
23.1K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-392- 0.94% |
$19.5K - $20.6K
|
41.2K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-486- 21.51% |
$24.1K - $25.6K
|
1.77K
$91.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-814- 0.68% |
$40.4K - $42.8K
|
119K
$6.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-847- 2.95% |
$42.1K - $44.6K
|
27.9K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-907- 1.84% |
$45K - $47.7K
|
48.3K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-960- 12.81% |
$47.7K - $50.5K
|
6.54K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.3K- 16.63% |
$64.4K - $68.2K
|
6.5K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.32K- 5.45% |
$65.3K - $69.2K
|
22.8K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.08K- 13.39% |
$103K - $109K
|
13.5K
$692K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-2.46K- 15.08% |
$122K - $129K
|
13.9K
$713K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-3.51K- 37.21% |
$174K - $185K
|
5.92K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.47K- 8.72% |
$321K - $341K
|
67.7K
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.72K- 99.91% |
$383K - $406K
|
7
$360
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.1K- 6.58% |
$452K - $479K
|
129K
$6.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.2K- 24.33% |
$509K - $539K
|
31.9K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.5K- 33.79% |
$722K - $765K
|
28.5K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.1K- 4.0% |
$1.35M - $1.43M
|
652K
$33.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-54.2K- 19.13% |
$2.69M - $2.85M
|
229K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-123K- 9.8% |
$6.09M - $6.46M
|
1.13M
$58.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-268K- 96.87% |
$13.3M - $14.1M
|
8.64K
$444K
|