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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.7KNew |
$211K - $242K
|
5.7K
$287K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.03KNew |
$187K - $214K
|
5.03K
$253K
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$186K - $212K
|
5K
$252K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
867+ 28.62% |
$32.2K - $36.8K
|
3.9K
$196K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
641New |
$23.8K - $27.2K
|
641
$32.3K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
236New |
$8.76K - $10K
|
236
$11.9K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
135New |
$5.01K - $5.74K
|
135
$6.79K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30New |
$1.11K - $1.27K
|
30
$1.51K
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2+ 0.81% |
$74.2 - $85
|
249
$12.5K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5K+ 3.86% |
$404K - $436K
|
282K
$14.2M
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
10.2KNew |
$394K - $425K
|
10.2K
$515K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.96KNew |
$345K - $372K
|
8.96K
$451K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.3KNew |
$242K - $262K
|
6.3K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700New |
$26.9K - $29.1K
|
700
$35.2K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
560New |
$21.5K - $23.3K
|
560
$28.2K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
150New |
$5.77K - $6.23K
|
150
$7.55K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
135New |
$5.19K - $5.61K
|
135
$6.79K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
31+ 0.27% |
$1.19K - $1.29K
|
11.5K
$577K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12+ 0.31% |
$462 - $498
|
3.94K
$198K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$77.3K - $82.4K
|
2.06K
$104K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
849New |
$31.8K - $33.9K
|
849
$42.7K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
157+ 2.11% |
$5.89K - $6.27K
|
7.59K
$382K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
129New |
$4.84K - $5.15K
|
129
$6.49K
|
|
Q1 2023 | |||||||
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
16.3KNew |
$593K - $652K
|
16.3K
$819K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.2KNew |
$443K - $488K
|
12.2K
$613K
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
9.38KNew |
$341K - $376K
|
9.38K
$472K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
669+ 226.01% |
$24.4K - $26.8K
|
965
$48.6K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
409New |
$14.9K - $16.4K
|
409
$20.6K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
250New |
$9.1K - $10K
|
250
$12.6K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
113New |
$4.11K - $4.53K
|
113
$5.69K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
23New |
$837 - $922
|
23
$1.16K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.1% |
$218 - $240
|
6.09K
$306K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$36.4 - $40.1
|
1
$50.3
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
57.4KNew |
$1.9M - $2.25M
|
57.4K
$2.89M
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.7KNew |
$188K - $224K
|
5.7K
$287K
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.51KNew |
$182K - $216K
|
5.51K
$277K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.45K+ 1240.32% |
$180K - $214K
|
5.88K
$296K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$13.2K - $15.7K
|
400
$20.1K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
124New |
$4.1K - $4.87K
|
124
$6.24K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$826 - $981
|
25
$1.26K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.54KNew |
$282K - $340K
|
8.54K
$430K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
6.3KNew |
$208K - $251K
|
6.3K
$317K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.85KNew |
$61.1K - $73.7K
|
1.85K
$93.1K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
128+ 1.06% |
$4.23K - $5.1K
|
12.2K
$615K
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
17.8KNew |
$620K - $745K
|
17.8K
$894K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$34.9K - $41.9K
|
1K
$50.3K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
525New |
$18.3K - $22K
|
525
$26.4K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
391New |
$13.6K - $16.4K
|
391
$19.7K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
376New |
$13.1K - $15.8K
|
376
$18.9K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
67New |
$2.34K - $2.81K
|
67
$3.37K
|