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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 6.71% |
$451K - $487K
|
171K
$8.53M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
10.4K+ 10.82% |
$435K - $471K
|
106K
$5.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
9.91KNew |
$415K - $449K
|
9.91K
$494K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.9KNew |
$415K - $448K
|
9.9K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.48K+ 67.07% |
$397K - $429K
|
23.6K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.44K+ 79.17% |
$396K - $428K
|
21.4K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.36KNew |
$392K - $424K
|
9.36K
$467K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
9.19K+ 9.05% |
$385K - $416K
|
111K
$5.52M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.09KNew |
$381K - $412K
|
9.09K
$453K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.84KNew |
$371K - $400K
|
8.84K
$441K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.05KNew |
$338K - $365K
|
8.05K
$401K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.02K+ 10.8% |
$336K - $363K
|
82.2K
$4.1M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.96K+ 51.98% |
$334K - $361K
|
23.3K
$1.16M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.5KNew |
$314K - $340K
|
7.5K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.25KNew |
$304K - $329K
|
7.25K
$362K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.64KNew |
$278K - $301K
|
6.64K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.43K+ 14.08% |
$269K - $291K
|
52.1K
$2.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.4K+ 6.1% |
$268K - $290K
|
111K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.09K+ 3.18% |
$255K - $276K
|
197K
$9.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$246K - $265K
|
5.86K
$292K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.8KNew |
$243K - $263K
|
5.8K
$289K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.32K+ 471.78% |
$223K - $241K
|
6.44K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
5.23K+ 6.93% |
$219K - $237K
|
80.6K
$4.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.81KNew |
$202K - $218K
|
4.81K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.69KNew |
$197K - $213K
|
4.69K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
4.64K+ 5.39% |
$195K - $210K
|
90.8K
$4.53M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.63KNew |
$194K - $210K
|
4.63K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.63K+ 2.48% |
$194K - $210K
|
191K
$9.54M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.5KNew |
$189K - $204K
|
4.5K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.38KNew |
$184K - $198K
|
4.38K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 62.89% |
$181K - $195K
|
11.2K
$557K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.2K+ 11.84% |
$176K - $190K
|
39.7K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.94K+ 1.84% |
$165K - $179K
|
218K
$10.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.87K+ 44.94% |
$162K - $175K
|
12.5K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.71K+ 8.82% |
$155K - $168K
|
45.7K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.58K+ 15.33% |
$150K - $162K
|
26.9K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.51K+ 26.16% |
$147K - $159K
|
16.9K
$843K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.47K+ 28.63% |
$145K - $157K
|
15.6K
$776K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.36K+ 5.94% |
$141K - $152K
|
60K
$2.99M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.3KNew |
$138K - $149K
|
3.3K
$164K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.26K+ 4.49% |
$137K - $148K
|
75.8K
$3.78M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.79K+ 6.99% |
$117K - $126K
|
42.7K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.26KNew |
$94.7K - $102K
|
2.26K
$113K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.17K+ 22.66% |
$90.9K - $98.2K
|
11.7K
$585K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.61K+ 22.72% |
$67.7K - $73.1K
|
8.72K
$435K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.55K+ 2.44% |
$64.8K - $70K
|
64.8K
$3.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.44K+ 26.25% |
$60.4K - $65.3K
|
6.93K
$346K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.34K+ 12.46% |
$56.2K - $60.7K
|
12.1K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.27K+ 6.62% |
$53.4K - $57.7K
|
20.5K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.14K+ 0.84% |
$47.7K - $51.6K
|
137K
$6.84M
|