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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.15K- 1.15% |
$43.2K - $46.1K
|
99.2K
$4.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.17K- 17.13% |
$44K - $46.9K
|
5.68K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 17.86% |
$45.9K - $48.9K
|
5.64K
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.87K- 3.81% |
$70.3K - $74.8K
|
47.3K
$2.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.94K- 11.0% |
$72.6K - $77.3K
|
15.7K
$781K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.05K- 7.69% |
$77K - $82K
|
24.7K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-2.23K- 2.7% |
$83.7K - $89.2K
|
80.5K
$4.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.49K- 9.48% |
$93.5K - $99.5K
|
23.8K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 9.4% |
$93.8K - $99.9K
|
24.1K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.08K- 7.62% |
$116K - $123K
|
37.3K
$1.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.63K- 25.77% |
$136K - $145K
|
10.4K
$521K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.73K- 89.18% |
$140K - $149K
|
453
$22.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.79K- 90.9% |
$142K - $152K
|
380
$18.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.87K- 0.6% |
$145K - $155K
|
642K
$32M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-4.58K- 8.26% |
$172K - $183K
|
50.8K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.65K- 1.23% |
$174K - $186K
|
374K
$18.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.08K- 19.75% |
$191K - $203K
|
20.6K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.45K- 43.54% |
$242K - $258K
|
8.36K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.81K- 14.0% |
$368K - $392K
|
60.3K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 21.85% |
$556K - $592K
|
53K
$2.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.5K- 5.62% |
$1.44M - $1.54M
|
645K
$32.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.2K- 87.82% |
$1.47M - $1.57M
|
5.44K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-42K- 5.53% |
$1.58M - $1.68M
|
718K
$35.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.5K- 12.32% |
$2.04M - $2.18M
|
388K
$19.3M
|