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 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
224+ 5.75% |
$10.4K - $11.3K
|
4.12K
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
325+ 0.11% |
$15K - $16.5K
|
302K
$15.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.99K- 16.15% |
$138K - $151K
|
15.5K
$781K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.51K+ 36.98% |
$162K - $178K
|
13K
$653K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
117K+ 138.46% |
$5.39M - $5.9M
|
201K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.2K+ 80.82% |
$1.35M - $1.48M
|
65.2K
$3.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
72+ 1.4% |
$3.33K - $3.65K
|
5.23K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36+ 257.14% |
$1.67K - $1.82K
|
50
$2.51K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31New |
$1.43K - $1.57K
|
31
$1.56K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
283KNew |
$13.1M - $14.4M
|
283K
$14.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.5K+ 407.84% |
$1.41M - $1.54M
|
37.9K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
260+ 5.09% |
$12K - $13.2K
|
5.37K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.7% |
$92.5 - $101
|
289
$14.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.45KNew |
$298K - $326K
|
6.45K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.25K- 7.24% |
$104K - $114K
|
28.8K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.96K+ 5.59% |
$368K - $403K
|
150K
$7.56M
|
|
|
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
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
94+ 1.17% |
$4.35K - $4.76K
|
8.15K
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.04KNew |
$187K - $205K
|
4.04K
$203K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.61K- 16.38% |
$213K - $233K
|
23.5K
$1.18M
|
|
|
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
$3.67M
|
|
|
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
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-530- 5.96% |
$24.5K - $26.8K
|
8.36K
$420K
|
|
|
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
$599K
|
|
|
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
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.5KNew |
$347K - $380K
|
7.5K
$377K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
77+ 18.12% |
$3.56K - $3.9K
|
502
$25.2K
|
|
|
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
|
Us Bancorp \De\
|
SELL
|
- |
-83- 2.32% |
$3.84K - $4.2K
|
3.5K
$176K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.62K- 5.74% |
$121K - $133K
|
43K
$2.16M
|
|
|
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 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.2KNew |
$519K - $568K
|
11.2K
$564K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.34% |
$46.3 - $50.7
|
298
$15K
|
|
|
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
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
580+ 10.29% |
$26.8K - $29.4K
|
6.21K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.74K- 9.06% |
$265K - $290K
|
57.5K
$2.89M
|