Purchases and Sales Made in Q1 2023 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.23K+ 15.62% |
$44.7K - $49.2K
|
9.09K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.18K+ 0.81% |
$43K - $47.4K
|
147K
$7.36M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 2.57% |
$36.9K - $40.6K
|
40.4K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
850New |
$30.9K - $34.1K
|
850
$42.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
669+ 226.01% |
$24.4K - $26.8K
|
965
$48.2K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
650New |
$23.7K - $26.1K
|
650
$32.5K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
615+ 6.19% |
$22.4K - $24.6K
|
10.5K
$527K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
508+ 0.6% |
$18.5K - $20.4K
|
85.7K
$4.29M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
409New |
$14.9K - $16.4K
|
409
$20.4K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
360+ 2.29% |
$13.1K - $14.4K
|
16.1K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
339+ 2.62% |
$12.3K - $13.6K
|
13.3K
$663K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
335+ 5.14% |
$12.2K - $13.4K
|
6.86K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
322+ 1.19% |
$11.7K - $12.9K
|
27.4K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
322New |
$11.7K - $12.9K
|
322
$16.1K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
304+ 3.77% |
$11.1K - $12.2K
|
8.38K
$419K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
250New |
$9.1K - $10K
|
250
$12.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
233+ 2.14% |
$8.48K - $9.34K
|
11.1K
$555K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
220+ 4.68% |
$8.01K - $8.82K
|
4.93K
$246K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
200+ 1.25% |
$7.28K - $8.02K
|
16.3K
$812K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
180New |
$6.55K - $7.21K
|
180
$9K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
113New |
$4.11K - $4.53K
|
113
$5.65K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
100New |
$3.64K - $4.01K
|
100
$5K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
76+ 1.26% |
$2.77K - $3.05K
|
6.09K
$305K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
68+ 0.45% |
$2.48K - $2.73K
|
15.3K
$767K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
54+ 0.61% |
$1.97K - $2.16K
|
8.9K
$445K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 106.67% |
$1.16K - $1.28K
|
62
$3.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
23New |
$837 - $922
|
23
$1.15K
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
20+ 0.25% |
$728 - $802
|
7.97K
$398K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 0.3% |
$655 - $721
|
6.09K
$304K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.04% |
$619 - $681
|
38.1K
$1.91M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8+ 0.06% |
$291 - $321
|
12.9K
$646K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.1% |
$218 - $240
|
6.09K
$304K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 1.57% |
$182 - $200
|
324
$16.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$72.8 - $80.2
|
13.5K
$674K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.27% |
$36.4 - $40.1
|
45
$2.25K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$36.4 - $40.1
|
1
$50
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.67% |
$2.37K - $2.61K
|
9.64K
$482K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75- 1.06% |
$2.73K - $3.01K
|
6.97K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-130- 1.15% |
$4.73K - $5.21K
|
11.1K
$557K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-170- 5.59% |
$6.19K - $6.81K
|
2.87K
$143K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 9.42% |
$6.37K - $7.01K
|
1.68K
$84.1K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-217- 1.7% |
$7.9K - $8.7K
|
12.5K
$626K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-381- 6.36% |
$13.9K - $15.3K
|
5.61K
$280K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-388- 1.53% |
$14.1K - $15.6K
|
25K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-405- 1.18% |
$14.7K - $16.2K
|
33.9K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-651- 5.86% |
$23.7K - $26.1K
|
10.5K
$522K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.08K- 99.63% |
$39.4K - $43.4K
|
4
$200
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.12K- 87.35% |
$40.7K - $44.8K
|
162
$8.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.18K- 6.52% |
$43K - $47.4K
|
16.9K
$847K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.23K- 4.91% |
$44.9K - $49.5K
|
23.9K
$1.2M
|