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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 0.98% |
$218 - $260
|
516
$27.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.85% |
$610 - $728
|
1.66K
$88.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.82K+ 14.67% |
$79.1K - $94.4K
|
14.2K
$761K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 6.61% |
$437K - $522K
|
162K
$8.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-46- 0.83% |
$2.01K - $2.39K
|
5.48K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.65K+ 18.66% |
$115K - $138K
|
16.8K
$904K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
10+ 0.18% |
$436 - $520
|
5.58K
$299K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.74K+ 4.02% |
$119K - $142K
|
70.7K
$3.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
45+ 0.47% |
$1.96K - $2.34K
|
9.62K
$516K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-32- 0.72% |
$1.4K - $1.66K
|
4.39K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
12.9K+ 32.0% |
$564K - $673K
|
53.3K
$2.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.95KNew |
$172K - $205K
|
3.95K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
762+ 10.61% |
$33.2K - $39.6K
|
7.95K
$426K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9.53K- 18.81% |
$415K - $496K
|
41.1K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-126K- 29.5% |
$5.48M - $6.54M
|
300K
$16.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
19.3K+ 277.11% |
$842K - $1.01M
|
26.3K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-83- 0.6% |
$3.62K - $4.32K
|
13.8K
$741K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.76K+ 39.42% |
$208K - $248K
|
16.8K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.39K+ 3.39% |
$104K - $124K
|
72.8K
$3.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-500- 5.49% |
$21.8K - $26K
|
8.6K
$461K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
68.1K+ 93.25% |
$2.97M - $3.54M
|
141K
$7.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.62K+ 1.96% |
$70.7K - $84.3K
|
84.5K
$4.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-326- 1.24% |
$14.2K - $17K
|
25.9K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
318+ 4.32% |
$13.9K - $16.5K
|
7.68K
$412K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.48K- 38.38% |
$282K - $337K
|
10.4K
$558K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.97% |
$87.2 - $104
|
208
$11.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
58+ 0.35% |
$2.53K - $3.02K
|
16.6K
$890K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
31.5K+ 135.43% |
$1.37M - $1.64M
|
54.8K
$2.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-27.5K- 3.22% |
$1.2M - $1.43M
|
827K
$44.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-316- 1.37% |
$13.8K - $16.4K
|
22.8K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.75K- 3.45% |
$251K - $299K
|
161K
$8.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
61.9KNew |
$2.7M - $3.22M
|
61.9K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
21.8KNew |
$949K - $1.13M
|
21.8K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
54.2K+ 34.72% |
$2.36M - $2.82M
|
210K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 55.81% |
$837K - $999K
|
53.6K
$2.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
356+ 1.92% |
$15.5K - $18.5K
|
18.9K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.1K+ 121.29% |
$703K - $838K
|
29.4K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
70KNew |
$3.05M - $3.64M
|
70K
$3.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.23K+ 5.55% |
$184K - $220K
|
80.3K
$4.31M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
20.6KNew |
$898K - $1.07M
|
20.6K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5+ 0.1% |
$218 - $260
|
4.91K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 3.51% |
$1K - $1.2K
|
679
$36.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
3.83K+ 3.38% |
$167K - $199K
|
117K
$6.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
550+ 7.79% |
$24K - $28.6K
|
7.61K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
569+ 1.38% |
$24.8K - $29.6K
|
41.9K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.79K+ 10.53% |
$78.2K - $93.3K
|
18.8K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
900+ 1.99% |
$39.2K - $46.8K
|
46.1K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
275+ 2.03% |
$12K - $14.3K
|
13.9K
$743K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.58K+ 7.39% |
$200K - $238K
|
66.6K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
66.9KNew |
$2.92M - $3.48M
|
66.9K
$3.59M
|