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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
1.02K+ 19.82% |
$35.4K - $42.5K
|
6.14K
$306K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$34.9K - $41.9K
|
1K
$49.9K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
905+ 57.1% |
$31.6K - $37.9K
|
2.49K
$124K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
690New |
$24.1K - $28.9K
|
690
$34.4K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
569+ 0.99% |
$19.9K - $23.9K
|
58.1K
$2.89M
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
535+ 68.41% |
$18.7K - $22.4K
|
1.32K
$65.7K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
525New |
$18.3K - $22K
|
525
$26.2K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
409New |
$14.3K - $17.1K
|
409
$20.4K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
406+ 5.53% |
$14.2K - $17K
|
7.75K
$386K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
399+ 4.94% |
$13.9K - $16.7K
|
8.48K
$423K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
391New |
$13.6K - $16.4K
|
391
$19.5K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
390+ 3.8% |
$13.6K - $16.3K
|
10.7K
$531K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
376New |
$13.1K - $15.8K
|
376
$18.7K
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
254+ 14.46% |
$8.87K - $10.6K
|
2.01K
$100K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
145New |
$5.06K - $6.08K
|
145
$7.23K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
112+ 0.62% |
$3.91K - $4.7K
|
18.1K
$904K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
101New |
$3.53K - $4.23K
|
101
$5.03K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
96+ 0.17% |
$3.35K - $4.02K
|
56.8K
$2.83M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
67New |
$2.34K - $2.81K
|
67
$3.34K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62+ 0.21% |
$2.16K - $2.6K
|
30K
$1.49M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62+ 0.21% |
$2.16K - $2.6K
|
30K
$1.49M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
51+ 0.34% |
$1.78K - $2.14K
|
15.2K
$757K
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.22% |
$454 - $545
|
6.05K
$302K
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.03% |
$454 - $545
|
44.2K
$2.21M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.33% |
$34.9 - $41.9
|
44
$2.19K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9- 0.5% |
$314 - $377
|
1.79K
$89K
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-83- 0.17% |
$2.9K - $3.48K
|
49.9K
$2.49M
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-190- 1.6% |
$6.63K - $7.96K
|
11.7K
$584K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-242Closed |
$8.45K - $10.1K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-242- 0.47% |
$8.45K - $10.1K
|
51.7K
$2.58M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-276- 1.31% |
$9.64K - $11.6K
|
20.8K
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-311Closed |
$10.9K - $13K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-478- 59.82% |
$16.7K - $20K
|
321
$16K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-498- 1.91% |
$17.4K - $20.9K
|
25.6K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-642- 2.49% |
$22.4K - $26.9K
|
25.1K
$1.25M
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-649- 5.18% |
$22.7K - $27.2K
|
11.9K
$593K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-700- 20.0% |
$24.4K - $29.3K
|
2.8K
$140K
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-702- 1.26% |
$24.5K - $29.4K
|
55.2K
$2.75M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.02K- 10.26% |
$35.7K - $42.9K
|
8.96K
$447K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07K- 3.69% |
$37.3K - $44.8K
|
27.9K
$1.39M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.1K- 31.46% |
$38.2K - $45.9K
|
2.39K
$119K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 2.18% |
$50.1K - $60.2K
|
64.4K
$3.21M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.49K- 0.56% |
$51.9K - $62.4K
|
265K
$13.2M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.61KClosed |
$56.3K - $67.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.67KClosed |
$58.4K - $70.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.74K- 12.03% |
$60.8K - $73.1K
|
12.8K
$636K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.01K- 8.53% |
$70.2K - $84.3K
|
21.6K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.36K- 74.01% |
$82.2K - $98.7K
|
827
$41.2K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.64K- 5.68% |
$92.3K - $111K
|
43.9K
$2.19M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.69KClosed |
$94K - $113K
|
0
$0
|