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 |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
113New |
$4.11K - $4.53K
|
113
$5.85K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
23New |
$837 - $922
|
23
$1.19K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.1% |
$218 - $240
|
6.09K
$315K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$36.4 - $40.1
|
1
$51.7
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
57.4KNew |
$1.9M - $2.25M
|
57.4K
$2.97M
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.7KNew |
$188K - $224K
|
5.7K
$295K
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.51KNew |
$182K - $216K
|
5.51K
$285K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.45K+ 1240.32% |
$180K - $214K
|
5.88K
$304K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$13.2K - $15.7K
|
400
$20.7K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
124New |
$4.1K - $4.87K
|
124
$6.42K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$826 - $981
|
25
$1.29K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.54KNew |
$282K - $340K
|
8.54K
$442K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
6.3KNew |
$208K - $251K
|
6.3K
$326K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.85KNew |
$61.1K - $73.7K
|
1.85K
$95.7K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
128+ 1.06% |
$4.23K - $5.1K
|
12.2K
$633K
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
17.8KNew |
$620K - $745K
|
17.8K
$919K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$34.9K - $41.9K
|
1K
$51.7K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
525New |
$18.3K - $22K
|
525
$27.2K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
391New |
$13.6K - $16.4K
|
391
$20.2K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
376New |
$13.1K - $15.8K
|
376
$19.5K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
67New |
$2.34K - $2.81K
|
67
$3.47K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
478New |
$18.6K - $20.2K
|
478
$24.7K
|
|
Q2 2021 | |||||||
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$3.59K - $3.85K
|
100
$5.17K
|
|
Q1 2021 | |||||||
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
50New |
$1.58K - $1.79K
|
50
$2.59K
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
200New |
$3.94K - $6.69K
|
200
$10.3K
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$390K - $432K
|
13.3K
$687K
|