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 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-555- 0.69% |
$23.3K - $25.1K
|
80.4K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-556- 27.39% |
$23.3K - $25.2K
|
1.47K
$73.7K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-657- 0.97% |
$27.5K - $29.8K
|
67.2K
$3.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-667- 0.26% |
$28K - $30.2K
|
255K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-682- 5.97% |
$28.6K - $30.9K
|
10.7K
$537K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-715- 4.75% |
$30K - $32.4K
|
14.3K
$716K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-845- 2.27% |
$35.4K - $38.3K
|
36.4K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-876- 14.97% |
$36.7K - $39.7K
|
4.97K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.08K- 0.98% |
$45.2K - $48.8K
|
108K
$5.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 0.91% |
$49.8K - $53.8K
|
129K
$6.44M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.22K- 1.42% |
$51.2K - $55.3K
|
84.8K
$4.24M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.27K- 2.58% |
$53.2K - $57.5K
|
48K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.7K- 64.71% |
$71.3K - $77K
|
927
$46.3K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.72K- 6.32% |
$72.2K - $78.1K
|
25.5K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 2.61% |
$80.3K - $86.8K
|
71.4K
$3.57M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.99K- 17.64% |
$83.4K - $90.2K
|
9.29K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.36K- 11.34% |
$99.1K - $107K
|
18.5K
$924K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.67K- 10.65% |
$112K - $121K
|
22.4K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.66K- 13.36% |
$195K - $211K
|
30.2K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.71K- 13.92% |
$197K - $213K
|
29.1K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.18K- 14.54% |
$217K - $235K
|
30.5K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.86K- 12.87% |
$246K - $266K
|
39.7K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.94K- 11.38% |
$249K - $269K
|
46.3K
$2.31M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.8K- 28.86% |
$285K - $308K
|
16.8K
$838K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.98K- 24.05% |
$293K - $316K
|
22K
$1.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.99K- 8.91% |
$293K - $317K
|
71.4K
$3.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.19K- 24.14% |
$301K - $326K
|
22.6K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.52K- 8.91% |
$315K - $341K
|
76.9K
$3.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8.17K- 35.29% |
$342K - $370K
|
15K
$749K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.9K- 35.49% |
$665K - $718K
|
28.8K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-27.4K- 4.77% |
$1.15M - $1.24M
|
548K
$27.4M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-34.7K- 48.87% |
$1.45M - $1.57M
|
36.3K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-54K- 45.0% |
$2.26M - $2.45M
|
66K
$3.3M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57.5K- 23.37% |
$2.41M - $2.61M
|
189K
$9.43M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-71.4K- 50.21% |
$2.99M - $3.24M
|
70.8K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78K- 25.71% |
$3.27M - $3.53M
|
225K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-105K- 63.23% |
$4.42M - $4.78M
|
61.3K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-116K- 85.17% |
$4.85M - $5.24M
|
20.1K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-137K- 42.0% |
$5.73M - $6.19M
|
189K
$9.43M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-191K- 14.41% |
$8.03M - $8.67M
|
1.14M
$56.9M
|