Purchases and Sales Made in Q2 2023 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q2 2023. 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 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.24K+ 48.21% |
$84K - $89.5K
|
6.89K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$77.3K - $82.4K
|
2.06K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.96K+ 3.23% |
$73.7K - $78.4K
|
62.7K
$3.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 275.08% |
$67.1K - $71.4K
|
2.44K
$122K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.67K+ 9.08% |
$62.4K - $66.5K
|
20K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.48K+ 155.61% |
$55.6K - $59.2K
|
2.44K
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.25K+ 25.38% |
$46.9K - $49.9K
|
6.18K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.22K+ 0.92% |
$45.8K - $48.8K
|
134K
$6.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.11K+ 3.53% |
$41.6K - $44.3K
|
32.5K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 0.75% |
$41.2K - $43.9K
|
148K
$7.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
891+ 8.45% |
$33.4K - $35.6K
|
11.4K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
849New |
$31.8K - $33.9K
|
849
$42.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
811New |
$30.4K - $32.4K
|
811
$40.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
668+ 7.98% |
$25.1K - $26.7K
|
9.04K
$452K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
625+ 41.67% |
$23.4K - $25K
|
2.13K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
604+ 5.88% |
$22.7K - $24.1K
|
10.9K
$544K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
477+ 13.34% |
$17.9K - $19.1K
|
4.05K
$203K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
425+ 1.23% |
$15.9K - $17K
|
35K
$1.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
375+ 2.31% |
$14.1K - $15K
|
16.6K
$831K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
278+ 1.73% |
$10.4K - $11.1K
|
16.4K
$818K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
266+ 1.42% |
$9.98K - $10.6K
|
19K
$948K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
221+ 1.72% |
$8.29K - $8.83K
|
13.1K
$654K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
219+ 359.02% |
$8.21K - $8.75K
|
280
$14K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
157+ 2.11% |
$5.89K - $6.27K
|
7.59K
$380K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
156+ 1.72% |
$5.85K - $6.23K
|
9.25K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
129New |
$4.84K - $5.15K
|
129
$6.45K
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
125+ 1.57% |
$4.69K - $4.99K
|
8.09K
$404K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$3.75K - $3.99K
|
100
$5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72+ 0.54% |
$2.7K - $2.88K
|
13.3K
$667K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
52+ 0.85% |
$1.95K - $2.08K
|
6.14K
$307K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
46+ 0.3% |
$1.73K - $1.84K
|
15.4K
$769K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10+ 0.35% |
$375 - $399
|
2.88K
$144K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.93% |
$113 - $120
|
327
$16.3K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.11% |
$75 - $79.9
|
182
$9.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.03% |
$675 - $719
|
61.4K
$3.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38- 1.7% |
$1.43K - $1.52K
|
2.2K
$110K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-42- 13.04% |
$1.58K - $1.68K
|
280
$14K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-47- 0.67% |
$1.76K - $1.88K
|
6.92K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110- 1.47% |
$4.13K - $4.39K
|
7.38K
$369K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-143- 1.06% |
$5.36K - $5.71K
|
13.3K
$666K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-215- 0.63% |
$8.06K - $8.59K
|
33.7K
$1.68M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-240- 2.49% |
$9K - $9.59K
|
9.4K
$470K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-271- 4.83% |
$10.2K - $10.8K
|
5.34K
$267K
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-329- 0.86% |
$12.3K - $13.1K
|
37.8K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-358- 5.88% |
$13.4K - $14.3K
|
5.73K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-500- 4.78% |
$18.8K - $20K
|
9.95K
$498K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-527- 0.33% |
$19.8K - $21K
|
157K
$7.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-585- 6.58% |
$21.9K - $23.4K
|
8.31K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-707- 2.96% |
$26.5K - $28.2K
|
23.2K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-791- 6.31% |
$29.7K - $31.6K
|
11.7K
$587K
|