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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
999+ 151.13% |
$46.2K - $50.6K
|
1.66K
$83.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.36K- 3.17% |
$155K - $170K
|
103K
$5.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.42K+ 37.11% |
$158K - $173K
|
12.6K
$635K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.78K- 4.09% |
$221K - $242K
|
112K
$5.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.17% |
$185 - $203
|
2.35K
$118K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
22KNew |
$1.02M - $1.11M
|
22K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
222+ 0.94% |
$10.3K - $11.2K
|
24K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-21.6K- 19.73% |
$999K - $1.09M
|
87.8K
$4.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.02% |
$324 - $355
|
40.7K
$2.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
10.9K+ 65.2% |
$505K - $553K
|
27.6K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.42K+ 14.57% |
$204K - $224K
|
34.7K
$1.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.4KNew |
$435K - $476K
|
9.4K
$473K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
23.1K+ 12.18% |
$1.07M - $1.17M
|
213K
$10.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.03K+ 8.49% |
$47.7K - $52.2K
|
13.2K
$662K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
807+ 8.57% |
$37.3K - $40.9K
|
10.2K
$514K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
3.18K+ 4.8% |
$147K - $161K
|
69.5K
$3.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9.75K+ 3.64% |
$451K - $494K
|
277K
$14M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
21.9K+ 86.67% |
$1.01M - $1.11M
|
47.2K
$2.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.61K+ 20.8% |
$121K - $132K
|
15.1K
$761K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
128KNew |
$5.9M - $6.46M
|
128K
$6.42M
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-64- 0.58% |
$2.78K - $3.05K
|
10.9K
$549K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-200- 2.82% |
$8.7K - $9.53K
|
6.9K
$347K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-161- 2.82% |
$7K - $7.67K
|
5.56K
$279K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.6% |
$87 - $95.3
|
337
$16.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.2KNew |
$704K - $771K
|
16.2K
$814K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
10New |
$435 - $476
|
10
$503
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.9K+ 12.03% |
$430K - $471K
|
92.1K
$4.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15New |
$652 - $714
|
15
$754
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10KNew |
$435K - $476K
|
10K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
850New |
$37K - $40.5K
|
850
$42.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.31K- 34.85% |
$144K - $158K
|
6.19K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18K- 39.13% |
$783K - $857K
|
28K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 10.79% |
$4.35K - $4.76K
|
827
$41.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7KNew |
$304K - $333K
|
7K
$352K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.56K+ 105.5% |
$67.6K - $74.1K
|
3.03K
$152K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-300- 1.3% |
$13K - $14.3K
|
22.8K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
511New |
$22.2K - $24.3K
|
511
$25.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191+ 0.93% |
$8.3K - $9.1K
|
20.7K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 1.61% |
$4.35K - $4.76K
|
6.3K
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45.7K+ 61.69% |
$1.99M - $2.18M
|
120K
$6.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 8.21% |
$2.48K - $2.71K
|
637
$32K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.42KNew |
$236K - $258K
|
5.42K
$273K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
84New |
$3.65K - $4K
|
84
$4.22K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2K- 11.68% |
$87K - $95.3K
|
15.1K
$761K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150New |
$6.52K - $7.14K
|
150
$7.54K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.41KNew |
$192K - $210K
|
4.41K
$222K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10KNew |
$436K - $478K
|
10K
$505K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-161- 42.37% |
$7K - $7.67K
|
219
$11K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.13K- 0.5% |
$49K - $53.6K
|
224K
$11.3M
|
|
| Q1 2024 | |||||||
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.58% |
$41.9 - $45.3
|
174
$8.75K
|
|