Purchases and Sales Made in Q1 2022 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY HIGH DIVIDEND ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
928+ 36.35% |
$36.1K - $39.2K
|
3.48K
$175K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
812+ 7.39% |
$31.6K - $34.3K
|
11.8K
$594K
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
801+ 1.57% |
$31.1K - $33.8K
|
51.9K
$2.61M
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
600+ 4.88% |
$23.3K - $25.4K
|
12.9K
$649K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
539+ 9.72% |
$21K - $22.8K
|
6.08K
$306K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
478New |
$18.6K - $20.2K
|
478
$24.1K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
401+ 1.13% |
$15.6K - $16.9K
|
35.9K
$1.8M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
303+ 3.39% |
$11.8K - $12.8K
|
9.25K
$465K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
247+ 0.15% |
$9.6K - $10.4K
|
162K
$8.13M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
242New |
$9.41K - $10.2K
|
242
$12.2K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
128+ 0.43% |
$4.98K - $5.41K
|
29.9K
$1.5M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
128+ 0.43% |
$4.98K - $5.41K
|
29.9K
$1.5M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97+ 0.95% |
$3.77K - $4.1K
|
10.3K
$517K
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
72+ 1.21% |
$2.8K - $3.04K
|
6.04K
$304K
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
40+ 0.26% |
$1.56K - $1.69K
|
15.1K
$762K
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.08% |
$1.36K - $1.48K
|
44.2K
$2.23M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9+ 0.34% |
$350 - $380
|
2.69K
$136K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.65% |
$77.8 - $84.5
|
311
$15.6K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1Closed |
$38.9 - $42.3
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-17- 0.95% |
$661 - $718
|
1.78K
$89.4K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 6.35% |
$1.28K - $1.39K
|
487
$24.5K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-61- 8.14% |
$2.37K - $2.58K
|
688
$34.6K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-77Closed |
$2.99K - $3.25K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-106- 5.69% |
$4.12K - $4.48K
|
1.76K
$88.4K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-108- 0.44% |
$4.2K - $4.56K
|
24.2K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-133- 14.54% |
$5.17K - $5.62K
|
782
$39.4K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-146- 0.56% |
$5.68K - $6.17K
|
26.1K
$1.31M
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-260- 2.14% |
$10.1K - $11K
|
11.9K
$599K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-272- 2.16% |
$10.6K - $11.5K
|
12.3K
$620K
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-343- 5.5% |
$13.3K - $14.5K
|
5.89K
$296K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-409Closed |
$15.9K - $17.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-441- 1.11% |
$17.1K - $18.6K
|
39.3K
$1.98M
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-461Closed |
$17.9K - $19.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-569- 0.86% |
$22.1K - $24K
|
65.9K
$3.31M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-594- 1.44% |
$23.1K - $25.1K
|
40.6K
$2.05M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-744- 3.84% |
$28.9K - $31.4K
|
18.7K
$939K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-775- 2.42% |
$30.1K - $32.7K
|
31.2K
$1.57M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-814- 13.21% |
$31.6K - $34.4K
|
5.35K
$269K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-855- 6.15% |
$33.2K - $36.1K
|
13.1K
$657K
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-972- 1.09% |
$37.8K - $41.1K
|
88.1K
$4.43M
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 0.89% |
$46.9K - $51K
|
134K
$6.75M
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-1.51K- 2.93% |
$58.7K - $63.8K
|
50K
$2.51M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.86K- 70.49% |
$72.4K - $78.6K
|
779
$39.2K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.47K- 4.17% |
$95.9K - $104K
|
56.7K
$2.85M
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.68K- 12.94% |
$104K - $113K
|
18K
$907K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.84K- 1.05% |
$110K - $120K
|
267K
$13.4M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.25KClosed |
$126K - $137K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.25KClosed |
$126K - $137K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.99K- 24.13% |
$155K - $169K
|
12.5K
$631K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.15K- 5.72% |
$161K - $175K
|
68.4K
$3.44M
|