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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-383- 0.97% |
$17.7K - $19.4K
|
39.2K
$1.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.96K+ 5.59% |
$368K - $403K
|
150K
$7.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
94+ 1.17% |
$4.35K - $4.76K
|
8.15K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.79K- 10.35% |
$129K - $141K
|
24.1K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-10.4K- 17.96% |
$480K - $525K
|
47.4K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
28+ 0.36% |
$1.3K - $1.42K
|
7.8K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
11.1K+ 14.91% |
$514K - $563K
|
85.7K
$4.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.91K+ 13.46% |
$135K - $147K
|
24.5K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
73KNew |
$3.38M - $3.7M
|
73K
$3.68M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-530- 5.96% |
$24.5K - $26.8K
|
8.36K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.15KNew |
$192K - $210K
|
4.15K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
61+ 0.51% |
$2.82K - $3.09K
|
11.9K
$600K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.95K- 27.3% |
$275K - $301K
|
15.8K
$797K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.9K+ 135.1% |
$1.1M - $1.21M
|
41.6K
$2.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
29.2K+ 12.95% |
$1.35M - $1.48M
|
255K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.42K- 16.17% |
$65.7K - $72K
|
7.37K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
77+ 18.12% |
$3.56K - $3.9K
|
502
$25.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.5KNew |
$347K - $380K
|
7.5K
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.74K+ 43.67% |
$450K - $493K
|
32K
$1.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.9K+ 30.26% |
$4.07M - $4.45M
|
378K
$19M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.62K- 5.74% |
$121K - $133K
|
43K
$2.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
9.69K+ 15.54% |
$448K - $491K
|
72K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12.4K- 20.39% |
$575K - $630K
|
48.6K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-83- 2.32% |
$3.84K - $4.2K
|
3.5K
$176K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.34% |
$46.3 - $50.7
|
298
$15K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.2KNew |
$519K - $568K
|
11.2K
$565K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
211K+ 38.52% |
$9.77M - $10.7M
|
760K
$38.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.3K- 13.24% |
$524K - $574K
|
74.2K
$3.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
55+ 0.6% |
$2.54K - $2.79K
|
9.17K
$461K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.7K+ 19.54% |
$681K - $746K
|
90.1K
$4.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-3.59K- 17.54% |
$166K - $182K
|
16.9K
$848K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
580+ 10.29% |
$26.8K - $29.4K
|
6.21K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.74K- 9.06% |
$265K - $290K
|
57.5K
$2.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.71K+ 58.56% |
$79.2K - $86.7K
|
4.63K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
54+ 0.61% |
$2.5K - $2.74K
|
8.95K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
16.7K+ 19.44% |
$773K - $846K
|
103K
$5.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.13KNew |
$191K - $209K
|
4.13K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-6.18K- 4.91% |
$286K - $313K
|
120K
$6.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 4.21% |
$73.8K - $80.8K
|
39.5K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.17KNew |
$285K - $313K
|
6.17K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
160+ 0.9% |
$7.4K - $8.1K
|
17.9K
$902K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-722- 5.81% |
$33.4K - $36.6K
|
11.7K
$589K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
23.6K+ 5.29% |
$1.09M - $1.19M
|
469K
$23.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.34K+ 126.29% |
$432K - $473K
|
16.7K
$842K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.8K+ 45.25% |
$1.1M - $1.21M
|
76.4K
$3.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.5K+ 7.67% |
$162K - $177K
|
49.2K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.49K+ 49.78% |
$300K - $329K
|
19.5K
$982K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
188+ 1.34% |
$8.7K - $9.52K
|
14.2K
$715K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.6K+ 26.19% |
$815K - $892K
|
84.9K
$4.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
81New |
$3.75K - $4.1K
|
81
$4.08K
|