Latest Institutional Transactions on Fidelity High Dividend ETF (FDVV)
This table provides information on the latest institutional transactions involving Fidelity High Dividend ETF (FDVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92.9K+ 9.21% |
$4.05M - $4.83M
|
1.1M
$60.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.34K+ 2.43% |
$407K - $486K
|
393K
$21.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.54K- 9.43% |
$67.3K - $80.3K
|
14.8K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.17K+ 95.59% |
$400K - $477K
|
18.8K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
951+ 95100.0% |
$41.5K - $49.5K
|
952
$52.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 5.87% |
$46K - $54.9K
|
19K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.5K+ 49.78% |
$1.64M - $1.95M
|
113K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
158K+ 42.74% |
$6.87M - $8.2M
|
527K
$28.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58.7K- 23.85% |
$2.56M - $3.06M
|
188K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.42K- 4.17% |
$62K - $74K
|
32.7K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.1K+ 6.27% |
$1.62M - $1.93M
|
628K
$34.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.74% |
$92.5K - $110K
|
42.6K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.85K+ 9.5% |
$80.7K - $96.3K
|
21.3K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.1K+ 45.46% |
$483K - $576K
|
35.4K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.95K+ 35.6% |
$259K - $309K
|
22.6K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-671K- 57.85% |
$29.3M - $34.9M
|
489K
$26.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-933- 11.44% |
$40.7K - $48.5K
|
7.22K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
321New |
$14K - $16.7K
|
321
$17.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
5.96K+ 7.31% |
$260K - $310K
|
87.5K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
147K+ 648.08% |
$6.41M - $7.65M
|
170K
$9.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-14.1K- 21.47% |
$616K - $735K
|
51.7K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.66% |
$305 - $364
|
1.08K
$58.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.5K+ 11.56% |
$3.6M - $4.29M
|
796K
$43.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
123New |
$5.36K - $6.4K
|
123
$6.74K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.74K- 4.25% |
$163K - $194K
|
84.2K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.37K- 17.41% |
$103K - $123K
|
11.3K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.5KNew |
$503K - $600K
|
11.5K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.47K- 67.68% |
$108K - $129K
|
1.18K
$64.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 10.27% |
$180K - $214K
|
44.2K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
63+ 0.88% |
$2.75K - $3.28K
|
7.19K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
42.6K+ 10.44% |
$1.86M - $2.21M
|
450K
$24.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
433New |
$18.9K - $22.5K
|
433
$23.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.16K+ 2.96% |
$400K - $477K
|
319K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
37+ 0.88% |
$1.61K - $1.92K
|
4.26K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
58.6KNew |
$2.55M - $3.05M
|
58.6K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
78.8KNew |
$3.44M - $4.1M
|
78.8K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-35- 0.86% |
$1.53K - $1.82K
|
4.04K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.15KNew |
$268K - $320K
|
6.15K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.62K- 1.31% |
$70.5K - $84.2K
|
122K
$6.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
124+ 4.31% |
$5.41K - $6.45K
|
3K
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
812+ 1.94% |
$35.4K - $42.2K
|
42.6K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
925+ 20.11% |
$40.3K - $48.1K
|
5.52K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.85K+ 9.3% |
$80.7K - $96.2K
|
21.7K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
40K+ 113.18% |
$1.74M - $2.08M
|
75.3K
$4.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
106K+ 66.75% |
$4.64M - $5.54M
|
266K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.16K+ 67.14% |
$312K - $372K
|
17.8K
$976K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 35.0% |
$513K - $612K
|
21.9K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
557K+ 25.32% |
$24.3M - $29M
|
2.76M
$151M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.17KNew |
$225K - $269K
|
5.17K
$283K
|