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, 2026
Q4 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
900+ 8.38% |
$49.2K - $51K
|
11.6K
$653K
|
|
|
Jan 23, 2026
Q4 2025
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
BUY
|
- |
6.04KNew |
$330K - $342K
|
6.04K
$338K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.03K+ 3.19% |
$384K - $398K
|
227K
$12.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15+ 0.29% |
$820 - $850
|
5.2K
$292K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.95K+ 5.46% |
$161K - $167K
|
57K
$3.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.12K+ 38.8% |
$170K - $177K
|
11.2K
$626K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.86K+ 13.97% |
$211K - $219K
|
31.5K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
244New |
$13.3K - $13.8K
|
244
$13.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
860+ 15.37% |
$47K - $48.7K
|
6.46K
$362K
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2+ 0.06% |
$109 - $113
|
3.63K
$204K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62.1K+ 729.68% |
$3.4M - $3.52M
|
70.7K
$3.96M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.1K+ 19.22% |
$169K - $176K
|
19.2K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
50+ 0.61% |
$2.73K - $2.83K
|
8.25K
$462K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.43K+ 246.97% |
$77.9K - $80.8K
|
2K
$112K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
89+ 0.95% |
$4.86K - $5.04K
|
9.44K
$529K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
583New |
$31.9K - $33K
|
583
$32.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
439+ 1.71% |
$24K - $24.9K
|
26K
$1.46M
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 1.01% |
$5.47K - $5.67K
|
9.98K
$559K
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
9.01K+ 20.96% |
$492K - $511K
|
52K
$2.92M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.68K+ 22.06% |
$91.8K - $95.2K
|
9.29K
$521K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
23+ 0.58% |
$1.26K - $1.3K
|
4.02K
$226K
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.72K+ 21.59% |
$477K - $494K
|
49.1K
$2.75M
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
18K+ 13.64% |
$982K - $1.02M
|
150K
$8.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.07% |
$1.2K - $1.25K
|
31K
$1.74M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
745+ 2.39% |
$40.7K - $42.2K
|
32K
$1.79M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
801+ 70.26% |
$43.8K - $45.4K
|
1.94K
$109K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-89- 0.03% |
$4.86K - $5.04K
|
299K
$16.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.77K+ 5.4% |
$315K - $327K
|
113K
$6.31M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.28KNew |
$452K - $469K
|
8.28K
$464K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.77K+ 34.21% |
$534K - $554K
|
38.3K
$2.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.13K+ 6.38% |
$390K - $404K
|
119K
$6.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.75K+ 5.72% |
$150K - $156K
|
50.8K
$2.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.6K+ 16.69% |
$87.5K - $90.7K
|
11.2K
$628K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
18K+ 55.59% |
$986K - $1.02M
|
50.5K
$2.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
23.7K+ 214.73% |
$1.3M - $1.34M
|
34.8K
$1.95M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$54.7 - $56.7
|
621
$34.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-263- 1.67% |
$14.4K - $14.9K
|
15.4K
$866K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
1.4K+ 37.84% |
$76.6K - $79.4K
|
5.1K
$286K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
41+ 0.7% |
$2.24K - $2.32K
|
5.92K
$332K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.24K+ 16.19% |
$286K - $297K
|
37.6K
$2.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
31K+ 27.47% |
$1.7M - $1.76M
|
144K
$8.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.6K- 2.2% |
$361K - $374K
|
293K
$16.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
139KNew |
$7.59M - $7.87M
|
139K
$7.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
595+ 3.11% |
$32.5K - $33.7K
|
19.7K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 8.53% |
$123K - $127K
|
28.6K
$1.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 20.22% |
$75.6K - $78.4K
|
8.23K
$461K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.26K+ 9.65% |
$288K - $298K
|
59.8K
$3.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.55K- 3.89% |
$249K - $258K
|
112K
$6.3M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.9K+ 8.81% |
$104K - $107K
|
23.4K
$1.31M
|
|