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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-21K- 96.33% |
$816K - $887K
|
800
$40.2K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-61- 8.14% |
$2.37K - $2.58K
|
688
$34.6K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-461Closed |
$17.9K - $19.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1Closed |
$38.9 - $42.3
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-19.1KClosed |
$743K - $807K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.25KClosed |
$126K - $137K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-290- 16.16% |
$10.8K - $11.7K
|
1.5K
$75.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.1KClosed |
$825K - $894K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-103Closed |
$3.84K - $4.16K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-20- 2.72% |
$746 - $808
|
714
$35.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.53KClosed |
$206K - $224K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-100Closed |
$3.69K - $3.88K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16.6KClosed |
$612K - $645K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-463Closed |
$17.1K - $18K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-50.9KClosed |
$1.87M - $1.98M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200Closed |
$7.37K - $7.77K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-80.5KClosed |
$2.89M - $3.1M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-18.5KClosed |
$664K - $712K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-800- 12.05% |
$28.7K - $30.8K
|
5.84K
$294K
|
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$3.59K - $3.85K
|
100
$5.03K
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.59KClosed |
$82K - $93K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.25KClosed |
$229K - $260K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2KClosed |
$63.3K - $71.8K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
50New |
$1.58K - $1.79K
|
50
$2.51K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$483 - $580
|
0
$0
|
|
| Q3 2020 | |||||||
|
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2Closed |
$53.3 - $59.2
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-101Closed |
$2.69K - $2.99K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-500Closed |
$9.85K - $16.7K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
200New |
$3.94K - $6.69K
|
200
$10.1K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$390K - $432K
|
13.3K
$668K
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-80.5KClosed |
$2.31M - $2.46M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-10.7KClosed |
$308K - $328K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.71KClosed |
$48.4K - $52.1K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 23, 2019
Q1 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-75Closed |
$2.03K - $2.26K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-72KClosed |
$1.87M - $2.22M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-103Closed |
$3K - $3.2K
|
0
$0
|
|