Milestone Investment Advisors LLC Fidelity High Dividend ETF Transaction History

Milestone Investment Advisors LLC

$371 Million
Q2 2025

A detailed history of Milestone Investment Advisors LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 319,085 shares of FDVV stock, worth $17.8 Million. This represents 4.47% of its overall portfolio holdings.

Number of Shares

319,085

Previous 309,922 2.96%

Holding current value

$17.8 Million

Previous $15.4 Million 7.98%

% of portfolio

4.47%

Previous 4.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$43.6 - $52.02 $399,506 - $476,659	9,163 Added 2.96%	319,085 $16.6 Million
Q1 2025 Apr 28, 2025	BUY	$48.86 - $52.28 $854,903 - $914,743	17,497 Added 5.98%	309,922 $15.4 Million
Q4 2024 Feb 12, 2025	BUY	$49.66 - $52.63 $1.86 Million - $1.97 Million	37,423 Added 14.68%	292,425 $14.6 Million
Q3 2024 Oct 30, 2024	BUY	$46.26 - $50.65 $1.35 Million - $1.48 Million	29,244 Added 12.95%	255,002 $12.9 Million
Q2 2024 Aug 13, 2024	BUY	$43.48 - $47.63 $7.05 Million - $7.72 Million	162,101 Added 254.65%	225,758 $10.6 Million
Q1 2024 May 14, 2024	BUY	$41.93 - $45.31 $2.67 Million - $2.88 Million	63,657 New	63,657 $2.88 Million

Others Institutions Holding FDVV

# of Institutions

397

Shares Held

43.8M

Call Options Held

8.5K

Put Options Held

4.1K

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

More about FDVV

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Milestone Investment Advisors LLC Fidelity High Dividend ETF Transaction History