Latest Institutional Purchases of Fidelity High Dividend ETF (FDVV)
This list provides information on the latest institutional transactions involving Fidelity High Dividend ETF (FDVV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
61+ 0.51% |
$2.82K - $3.09K
|
11.9K
$594K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
55+ 0.6% |
$2.54K - $2.79K
|
9.17K
$457K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
54+ 0.61% |
$2.5K - $2.74K
|
8.95K
$446K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36+ 257.14% |
$1.67K - $1.82K
|
50
$2.49K
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
32+ 0.15% |
$1.48K - $1.62K
|
21.1K
$1.05M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31New |
$1.43K - $1.57K
|
31
$1.55K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
28+ 0.36% |
$1.3K - $1.42K
|
7.8K
$389K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27+ 0.46% |
$1.25K - $1.37K
|
5.92K
$295K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
21+ 0.37% |
$971 - $1.06K
|
5.77K
$288K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.14% |
$370 - $405
|
5.79K
$288K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.02% |
$324 - $355
|
40.7K
$2.03M
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.03% |
$231 - $253
|
17.2K
$858K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.17% |
$185 - $203
|
2.35K
$117K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.7% |
$92.5 - $101
|
289
$14.4K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.0% |
$92.5 - $101
|
203
$10.1K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1+ 4.55% |
$46.3 - $50.7
|
23
$1.15K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.34% |
$46.3 - $50.7
|
298
$14.9K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$46.3 - $50.7
|
616
$30.7K
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45.7K+ 61.69% |
$1.99M - $2.18M
|
120K
$5.97M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.2KNew |
$704K - $771K
|
16.2K
$807K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10KNew |
$436K - $478K
|
10K
$500K
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10KNew |
$435K - $476K
|
10K
$499K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.9K+ 12.03% |
$430K - $471K
|
92.1K
$4.59M
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7KNew |
$304K - $333K
|
7K
$349K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.42KNew |
$236K - $258K
|
5.42K
$270K
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.41KNew |
$192K - $210K
|
4.41K
$220K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.56K+ 105.5% |
$67.6K - $74.1K
|
3.03K
$151K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
850New |
$37K - $40.5K
|
850
$42.4K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
511New |
$22.2K - $24.3K
|
511
$25.5K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191+ 0.93% |
$8.3K - $9.1K
|
20.7K
$1.03M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150New |
$6.52K - $7.14K
|
150
$7.48K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 1.61% |
$4.35K - $4.76K
|
6.3K
$314K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
84New |
$3.65K - $4K
|
84
$4.19K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15New |
$652 - $714
|
15
$748
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
10New |
$435 - $476
|
10
$499
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.6% |
$87 - $95.3
|
337
$16.8K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
129K+ 565.61% |
$5.43M - $5.86M
|
152K
$7.59M
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
64.8KNew |
$2.72M - $2.94M
|
64.8K
$3.23M
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
16.3KNew |
$684K - $739K
|
16.3K
$813K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.1KNew |
$464K - $501K
|
11.1K
$551K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 6.71% |
$451K - $487K
|
171K
$8.53M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.84KNew |
$371K - $400K
|
8.84K
$441K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.64KNew |
$278K - $301K
|
6.64K
$331K
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.69KNew |
$197K - $213K
|
4.69K
$234K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.63KNew |
$194K - $210K
|
4.63K
$231K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.5KNew |
$189K - $204K
|
4.5K
$224K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.94K+ 1.84% |
$165K - $179K
|
218K
$10.9M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.58K+ 15.33% |
$150K - $162K
|
26.9K
$1.34M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.26KNew |
$94.7K - $102K
|
2.26K
$113K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
870New |
$36.5K - $39.4K
|
870
$43.4K
|