Purchases and Sales Made in Q2 2022 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
524KNew |
$18.3M - $22M
|
524K
$26.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
293K+ 351.81% |
$10.2M - $12.3M
|
377K
$18.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 18.22% |
$4.63M - $5.56M
|
860K
$42.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87.2K+ 38.8% |
$3.04M - $3.65M
|
312K
$15.5M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.1K+ 18.52% |
$2.2M - $2.65M
|
404K
$20.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.1K+ 18.52% |
$2.2M - $2.65M
|
404K
$20.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.7K+ 66.95% |
$2.05M - $2.46M
|
146K
$7.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.3K+ 29.14% |
$1.58M - $1.9M
|
201K
$10M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
42.1K+ 134.9% |
$1.47M - $1.77M
|
73.3K
$3.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
41.3KNew |
$1.44M - $1.73M
|
41.3K
$2.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.5K+ 14.32% |
$1.2M - $1.45M
|
275K
$13.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.4K+ 27.87% |
$1.06M - $1.27M
|
139K
$6.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.6K+ 118.23% |
$1M - $1.2M
|
52.9K
$2.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.2K+ 16.82% |
$951K - $1.14M
|
189K
$9.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.5K+ 215.86% |
$890K - $1.07M
|
37.3K
$1.86M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.4K+ 13.46% |
$817K - $981K
|
197K
$9.83M
|
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
17.8KNew |
$620K - $745K
|
17.8K
$885K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
15.3K+ 263.3% |
$534K - $641K
|
21.1K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.8KNew |
$518K - $622K
|
14.8K
$739K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13.4KNew |
$467K - $561K
|
13.4K
$668K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.8K+ 85.69% |
$448K - $538K
|
27.8K
$1.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$441K - $530K
|
12.6K
$630K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 16.61% |
$421K - $505K
|
84.6K
$4.22M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
11.3KNew |
$394K - $473K
|
11.3K
$563K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 32.03% |
$357K - $428K
|
42.1K
$2.1M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.19K+ 19.0% |
$321K - $385K
|
57.6K
$2.87M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.85K+ 8.91% |
$274K - $329K
|
96K
$4.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.44KNew |
$260K - $312K
|
7.44K
$371K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.1KNew |
$248K - $298K
|
7.1K
$354K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.3K+ 17.56% |
$220K - $264K
|
42.2K
$2.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.93K+ 20.77% |
$207K - $248K
|
34.5K
$1.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.37K+ 58.06% |
$187K - $225K
|
14.6K
$729K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.32KNew |
$186K - $223K
|
5.32K
$265K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.01K+ 38.81% |
$175K - $210K
|
17.9K
$893K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.42K+ 35.86% |
$154K - $185K
|
16.7K
$834K
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.25K+ 3.17% |
$148K - $178K
|
138K
$6.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.54K+ 5.3% |
$124K - $149K
|
70.4K
$3.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.54K+ 2.73% |
$124K - $148K
|
133K
$6.64M
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.2K+ 11.53% |
$112K - $134K
|
30.9K
$1.54M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.79K+ 14.24% |
$97.4K - $117K
|
22.4K
$1.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.76K+ 55.33% |
$96.2K - $115K
|
7.73K
$386K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.41K+ 14.0% |
$84K - $101K
|
19.6K
$977K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.34K+ 17.91% |
$81.7K - $98.1K
|
15.4K
$767K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.7K+ 4.19% |
$59.5K - $71.4K
|
42.3K
$2.11M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67KNew |
$58.4K - $70.1K
|
1.67K
$83.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.38K+ 4.44% |
$48.2K - $57.8K
|
32.5K
$1.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.34K+ 1.05% |
$46.8K - $56.3K
|
129K
$6.41M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.33KNew |
$46.5K - $55.8K
|
1.33K
$66.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.33K+ 17.56% |
$46.5K - $55.8K
|
8.91K
$444K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.06K+ 17.36% |
$36.9K - $44.3K
|
7.14K
$356K
|