Kingswood Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,525 shares of FDVV stock, worth $265,089. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,525

Previous 6,400 13.67%

Holding current value

$265,089

Previous $320 Million 14.27%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$48.86 - $52.28 $42,752 - $45,745	-875 Reduced 13.67%	5,525 $274 Million
Q4 2024 Jan 22, 2025	BUY	$49.66 - $52.63 $39,876 - $42,261	803 Added 14.35%	6,400 $320 Million
Q3 2024 Oct 21, 2024	BUY	$46.26 - $50.65 $28,773 - $31,504	622 Added 12.5%	5,597 $283 Million
Q2 2024 Jul 09, 2024	BUY	$43.48 - $47.63 $43 - $47	1 Added 0.02%	4,975 $233 Million
Q1 2024 Apr 15, 2024	SELL	$41.93 - $45.31 $36,730 - $39,691	-876 Reduced 14.97%	4,974 $225 Million
Q4 2023 Jan 16, 2024	BUY	$37.1 - $42.49 $217,035 - $248,566	5,850 New	5,850 $247 Million

Others Institutions Holding FDVV

# of Institutions

335

Shares Held

33.4M

Call Options Held

13.7K

Put Options Held

1.7K

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History