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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.61KNew |
$229K - $243K
|
4.61K
$236K
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.03K+ 6.53% |
$51.1K - $54.2K
|
16.8K
$860K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.7K+ 22.06% |
$1.23M - $1.3M
|
137K
$6.99M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.2K- 24.33% |
$509K - $539K
|
31.9K
$1.63M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
388New |
$19.3K - $20.4K
|
388
$19.8K
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
538+ 0.52% |
$26.7K - $28.3K
|
103K
$5.28M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.4KNew |
$614K - $651K
|
12.4K
$633K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.72K- 99.91% |
$383K - $406K
|
7
$358
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
803+ 14.35% |
$39.9K - $42.3K
|
6.4K
$327K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
416+ 3.48% |
$20.7K - $21.9K
|
12.4K
$632K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
67+ 0.96% |
$3.33K - $3.53K
|
7.07K
$361K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-274- 1.21% |
$13.6K - $14.4K
|
22.3K
$1.14M
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
813+ 2.06% |
$40.4K - $42.8K
|
40.3K
$2.06M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$237K - $251K
|
4.77K
$244K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.1K- 6.58% |
$452K - $479K
|
129K
$6.6M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-11- 0.24% |
$546 - $579
|
4.64K
$237K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45.6KNew |
$2.26M - $2.4M
|
45.6K
$2.33M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$4.97K - $5.26K
|
100
$5.12K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.34K+ 93.95% |
$364K - $386K
|
15.2K
$775K
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
901+ 9.23% |
$44.7K - $47.4K
|
10.7K
$545K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.13% |
$49.7 - $52.6
|
48
$2.46K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.13K+ 8.05% |
$56.1K - $59.4K
|
15.2K
$775K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.32K+ 26.75% |
$165K - $175K
|
15.7K
$805K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
546+ 2.28% |
$27.1K - $28.7K
|
24.5K
$1.25M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.13KNew |
$205K - $217K
|
4.13K
$211K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
258+ 1.5% |
$12.8K - $13.6K
|
17.5K
$893K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.3K+ 30.16% |
$214K - $226K
|
18.6K
$949K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.44K+ 4.49% |
$71.5K - $75.7K
|
33.5K
$1.71M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22K+ 195.6% |
$1.09M - $1.16M
|
33.2K
$1.7M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
117KNew |
$5.81M - $6.16M
|
117K
$5.99M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
22K+ 25.03% |
$1.09M - $1.16M
|
110K
$5.62M
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-268K- 96.87% |
$13.3M - $14.1M
|
8.64K
$442K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-285- 5.84% |
$14.2K - $15K
|
4.6K
$235K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
273+ 0.67% |
$13.6K - $14.4K
|
41K
$2.1M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
54+ 0.41% |
$2.68K - $2.84K
|
13.2K
$677K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.06KNew |
$301K - $319K
|
6.06K
$310K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.4K+ 19.34% |
$866K - $917K
|
108K
$5.5M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4.97KNew |
$247K - $261K
|
4.97K
$254K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.37K+ 46.53% |
$366K - $388K
|
23.2K
$1.19M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 16.03% |
$96.7K - $103K
|
14.1K
$721K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
266+ 0.96% |
$13.2K - $14K
|
27.9K
$1.43M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
96+ 0.72% |
$4.77K - $5.05K
|
13.5K
$689K
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
342+ 2.41% |
$17K - $18K
|
14.6K
$744K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5+ 0.21% |
$248 - $263
|
2.35K
$120K
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
127+ 0.18% |
$6.31K - $6.68K
|
69.6K
$3.56M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.81K+ 17.43% |
$239K - $253K
|
32.4K
$1.66M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.67KNew |
$381K - $404K
|
7.67K
$392K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.47KNew |
$222K - $235K
|
4.47K
$229K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.69K+ 5.55% |
$283K - $300K
|
108K
$5.54M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$248 - $263
|
8.36K
$427K
|