Purchases and Sales Made in Q1 2024 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q1 2024. 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 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
364K+ 19.41% |
$15.3M - $16.5M
|
2.24M
$112M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
323K+ 527.61% |
$13.6M - $14.7M
|
385K
$19.2M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
225KNew |
$9.46M - $10.2M
|
225K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
206K+ 23.29% |
$8.66M - $9.35M
|
1.09M
$54.5M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
186KNew |
$7.8M - $8.43M
|
186K
$9.28M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
177K+ 40.11% |
$7.42M - $8.02M
|
618K
$30.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
171K+ 17.22% |
$7.17M - $7.75M
|
1.16M
$58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
129K+ 565.61% |
$5.43M - $5.86M
|
152K
$7.59M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 105.19% |
$4.94M - $5.34M
|
230K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
112K+ 17.42% |
$4.68M - $5.06M
|
752K
$37.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94.1K+ 19.83% |
$3.95M - $4.26M
|
569K
$28.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
82.2K+ 210.89% |
$3.45M - $3.73M
|
121K
$6.04M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
70.4K+ 32.17% |
$2.95M - $3.19M
|
289K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
69.5KNew |
$2.91M - $3.15M
|
69.5K
$3.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
64.8KNew |
$2.72M - $2.94M
|
64.8K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
63.7KNew |
$2.67M - $2.88M
|
63.7K
$3.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61.9K+ 32.05% |
$2.59M - $2.8M
|
255K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.2K+ 5.49% |
$2.48M - $2.68M
|
1.14M
$56.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.2K+ 5.49% |
$2.48M - $2.68M
|
1.14M
$56.7M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
49.2KNew |
$2.06M - $2.23M
|
49.2K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46KNew |
$1.93M - $2.08M
|
46K
$2.29M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
45.9K+ 11.56% |
$1.93M - $2.08M
|
443K
$22.1M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
45.1KNew |
$1.89M - $2.04M
|
45.1K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.7K+ 27.0% |
$1.83M - $1.98M
|
205K
$10.2M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
34.9K+ 89.16% |
$1.46M - $1.58M
|
74.1K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
34K+ 70.09% |
$1.43M - $1.54M
|
82.6K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33.1K+ 6.76% |
$1.39M - $1.5M
|
523K
$26.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
31.6KNew |
$1.33M - $1.43M
|
31.6K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.3K+ 143.42% |
$1.27M - $1.37M
|
51.4K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
24.4K+ 109.95% |
$1.02M - $1.11M
|
46.6K
$2.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
24.3KNew |
$1.02M - $1.1M
|
24.3K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.1K+ 10.53% |
$886K - $957K
|
222K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.9K+ 17.2% |
$876K - $947K
|
142K
$7.1M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20.5KNew |
$861K - $931K
|
20.5K
$1.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
17.1K+ 9.86% |
$719K - $776K
|
191K
$9.52M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
16.3KNew |
$684K - $739K
|
16.3K
$813K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.6K+ 40.55% |
$656K - $709K
|
54.2K
$2.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15.5KNew |
$649K - $702K
|
15.5K
$772K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.5K+ 39.59% |
$649K - $701K
|
54.5K
$2.72M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
14.8K+ 6.0% |
$622K - $672K
|
262K
$13.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.7K+ 106.34% |
$617K - $666K
|
28.5K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 2.57% |
$601K - $649K
|
571K
$28.5M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.4K+ 185.46% |
$564K - $609K
|
20.7K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
13.3KNew |
$557K - $601K
|
13.3K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$516K - $557K
|
12.3K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.3K+ 19.09% |
$516K - $557K
|
76.7K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$490K - $529K
|
11.7K
$582K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.3KNew |
$475K - $514K
|
11.3K
$565K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 86.65% |
$469K - $506K
|
24.1K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.1KNew |
$464K - $501K
|
11.1K
$551K
|