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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 18.53% |
$44.5K - $48.1K
|
6.79K
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
870New |
$36.5K - $39.4K
|
870
$43.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
800New |
$33.5K - $36.2K
|
800
$40K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
800+ 3.69% |
$33.5K - $36.2K
|
22.5K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
700+ 14.39% |
$29.4K - $31.7K
|
5.56K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
655+ 5.98% |
$27.5K - $29.7K
|
11.6K
$580K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
615+ 0.6% |
$25.8K - $27.9K
|
103K
$5.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
598+ 0.71% |
$25.1K - $27.1K
|
84.5K
$4.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
492+ 5.55% |
$20.6K - $22.3K
|
9.35K
$467K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
487+ 19.06% |
$20.4K - $22.1K
|
3.04K
$152K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
455+ 6.68% |
$19.1K - $20.6K
|
7.27K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
440+ 1.25% |
$18.4K - $19.9K
|
35.7K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
418+ 4.46% |
$17.5K - $18.9K
|
9.8K
$490K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 3.21% |
$12.6K - $13.6K
|
9.65K
$482K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
269+ 4.81% |
$11.3K - $12.2K
|
5.86K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
258+ 2.8% |
$10.8K - $11.7K
|
9.48K
$474K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
245+ 2.84% |
$10.3K - $11.1K
|
8.88K
$444K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
159+ 1.83% |
$6.67K - $7.2K
|
8.84K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150+ 135.14% |
$6.29K - $6.8K
|
261
$13K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
150+ 1.67% |
$6.29K - $6.8K
|
9.12K
$456K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
105+ 1.87% |
$4.4K - $4.76K
|
5.72K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
88New |
$3.69K - $3.99K
|
88
$4.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27+ 0.16% |
$1.13K - $1.22K
|
16.9K
$845K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$503 - $544
|
12
$600
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
12+ 0.21% |
$503 - $544
|
5.77K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10+ 0.07% |
$419 - $453
|
14.1K
$707K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$168 - $181
|
11.8K
$590K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
3+ 1.03% |
$126 - $136
|
295
$14.7K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.9% |
$126 - $136
|
335
$16.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.71% |
$83.9 - $90.6
|
285
$14.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.17% |
$41.9 - $45.3
|
47
$2.35K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$41.9 - $45.3
|
614
$30.7K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.58% |
$41.9 - $45.3
|
174
$8.7K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1- 0.01% |
$41.9 - $45.3
|
17.8K
$889K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-11- 0.35% |
$461 - $498
|
3.17K
$158K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-13- 3.31% |
$545 - $589
|
380
$19K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-38- 0.79% |
$1.59K - $1.72K
|
4.76K
$238K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-86- 0.83% |
$3.61K - $3.9K
|
10.3K
$513K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-110- 1.22% |
$4.61K - $4.98K
|
8.89K
$444K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-161- 0.76% |
$6.75K - $7.29K
|
21K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-164- 1.44% |
$6.88K - $7.43K
|
11.3K
$563K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-184- 1.92% |
$7.72K - $8.34K
|
9.38K
$469K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-255- 1.94% |
$10.7K - $11.6K
|
12.9K
$645K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-327- 4.08% |
$13.7K - $14.8K
|
7.69K
$384K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-388- 10.28% |
$16.3K - $17.6K
|
3.39K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-401- 9.58% |
$16.8K - $18.2K
|
3.79K
$189K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-411- 5.93% |
$17.2K - $18.6K
|
6.52K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-411- 5.42% |
$17.2K - $18.6K
|
7.18K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-474- 1.01% |
$19.9K - $21.5K
|
46.3K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-484- 6.84% |
$20.3K - $21.9K
|
6.59K
$330K
|