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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-391K- 57.27% |
$18.1M - $19.8M
|
292K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
68.6KNew |
$3.17M - $3.48M
|
68.6K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-349- 8.62% |
$16.1K - $17.7K
|
3.7K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
48.8K+ 172.14% |
$2.26M - $2.47M
|
77.2K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1+ 4.55% |
$46.3 - $50.7
|
23
$1.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
31K+ 38.2% |
$1.43M - $1.57M
|
112K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.09K+ 4.35% |
$143K - $157K
|
74.2K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.2K+ 8.0% |
$2.32M - $2.55M
|
679K
$34.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.98K+ 15.99% |
$184K - $201K
|
28.8K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.33KNew |
$386K - $422K
|
8.33K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
53.5K+ 51.61% |
$2.47M - $2.71M
|
157K
$7.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-860- 2.26% |
$39.8K - $43.6K
|
37.1K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
374+ 0.44% |
$17.3K - $18.9K
|
85.7K
$4.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-62- 1.35% |
$2.87K - $3.14K
|
4.52K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
772+ 867.42% |
$35.7K - $39.1K
|
861
$43.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.98K+ 15.6% |
$91.5K - $100K
|
14.7K
$737K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.5K+ 13.72% |
$3.45M - $3.77M
|
618K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.8K+ 24.98% |
$2.07M - $2.27M
|
224K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.88K+ 8.57% |
$133K - $146K
|
36.4K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.2K+ 8.65% |
$55.3K - $60.5K
|
15K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
203K+ 82.28% |
$9.41M - $10.3M
|
451K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.61K+ 20.03% |
$213K - $233K
|
27.6K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.1KNew |
$513K - $562K
|
11.1K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-55- 0.15% |
$2.54K - $2.79K
|
36.8K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-500- 50.0% |
$23.1K - $25.3K
|
500
$25.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-51.9K- 65.54% |
$2.4M - $2.63M
|
27.3K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.26KNew |
$290K - $317K
|
6.26K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.3K+ 30.39% |
$60K - $65.6K
|
5.56K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.4KNew |
$710K - $778K
|
15.4K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.3KNew |
$845K - $925K
|
18.3K
$918K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 47.39% |
$4.63K - $5.07K
|
111
$5.58K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.47K- 58.91% |
$299K - $328K
|
4.51K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.3K+ 24.75% |
$615K - $674K
|
67.1K
$3.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.17K+ 25.62% |
$286K - $313K
|
30.3K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
293K+ 45.54% |
$13.5M - $14.8M
|
936K
$47M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.6KNew |
$537K - $588K
|
11.6K
$583K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-2.57K- 21.38% |
$119K - $130K
|
9.43K
$474K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
4K+ 79.01% |
$185K - $203K
|
9.07K
$456K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
501New |
$23.2K - $25.4K
|
501
$25.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.83KNew |
$224K - $245K
|
4.83K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-672- 10.31% |
$31.1K - $34K
|
5.84K
$294K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.02K+ 2.14% |
$47.2K - $51.7K
|
48.7K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27+ 0.46% |
$1.25K - $1.37K
|
5.92K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-303- 4.4% |
$14K - $15.3K
|
6.59K
$331K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-100- 2.04% |
$4.63K - $5.07K
|
4.79K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
21+ 0.37% |
$971 - $1.06K
|
5.77K
$290K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
576+ 238.02% |
$26.6K - $29.2K
|
818
$41.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.24KNew |
$196K - $215K
|
4.24K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.45K+ 5.37% |
$298K - $327K
|
127K
$6.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
231K+ 22.65% |
$10.7M - $11.7M
|
1.25M
$62.9M
|