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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.27K- 2.24% |
$46.1K - $50.8K
|
55.4K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.83K- 2.89% |
$66.5K - $73.2K
|
61.5K
$3.07M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.2K- 7.64% |
$80.1K - $88.2K
|
26.6K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.74K- 5.27% |
$99.7K - $110K
|
49.2K
$2.46M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.77KClosed |
$101K - $111K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.83K- 16.39% |
$103K - $114K
|
14.4K
$722K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.19K- 10.66% |
$116K - $128K
|
26.7K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 30.58% |
$120K - $132K
|
7.49K
$374K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.56K- 16.25% |
$129K - $143K
|
18.3K
$916K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 3.5% |
$145K - $159K
|
110K
$5.47M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.29K- 19.61% |
$156K - $172K
|
17.6K
$880K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.57K- 39.96% |
$166K - $183K
|
6.86K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.73K- 3.62% |
$172K - $190K
|
126K
$6.31M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.21K- 14.22% |
$190K - $209K
|
31.4K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6.94K- 21.24% |
$253K - $278K
|
25.7K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.08K- 27.86% |
$258K - $284K
|
18.3K
$917K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.13K- 32.51% |
$260K - $286K
|
14.8K
$740K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.74K- 36.53% |
$318K - $350K
|
15.2K
$759K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-11K- 97.37% |
$401K - $442K
|
297
$14.8K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 11.77% |
$445K - $490K
|
91.7K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.6K- 17.66% |
$530K - $583K
|
67.9K
$3.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-41.1K- 74.51% |
$1.5M - $1.65M
|
14.1K
$703K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-54.9K- 98.56% |
$2M - $2.2M
|
800
$40K
|
|
|
May 11, 2023
Q1 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-62.1K- 43.08% |
$2.26M - $2.49M
|
82.1K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-66K- 48.49% |
$2.4M - $2.64M
|
70.1K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-102K- 11.82% |
$3.71M - $4.08M
|
760K
$38M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-357K- 72.33% |
$13M - $14.3M
|
137K
$6.83M
|