Purchases and Sales Made in Q2 2024 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
436K+ 4593.37% |
$18.9M - $20.7M
|
445K
$22.2M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
277KNew |
$12M - $13.2M
|
277K
$13.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
268K+ 35.67% |
$11.7M - $12.8M
|
1.02M
$50.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
240K+ 10.69% |
$10.4M - $11.4M
|
2.48M
$124M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
191K+ 16.83% |
$8.32M - $9.12M
|
1.33M
$66.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
191K+ 16.83% |
$8.32M - $9.12M
|
1.33M
$66.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
162K+ 254.65% |
$7.05M - $7.72M
|
226K
$11.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
158K+ 41.19% |
$6.89M - $7.55M
|
543K
$27.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
105K+ 929.46% |
$4.58M - $5.02M
|
117K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.3K+ 32.54% |
$3.19M - $3.49M
|
299K
$14.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.6K+ 12.54% |
$3.11M - $3.41M
|
643K
$32M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
69.2K+ 99.59% |
$3.01M - $3.29M
|
139K
$6.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
64.5K+ 10.44% |
$2.81M - $3.07M
|
683K
$34M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
63.6K+ 408.09% |
$2.76M - $3.03M
|
79.1K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
61.2K+ 13.81% |
$2.66M - $2.91M
|
504K
$25.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45.7K+ 61.69% |
$1.99M - $2.18M
|
120K
$5.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.7K+ 431.89% |
$1.86M - $2.04M
|
52.6K
$2.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.7K+ 20.3% |
$1.81M - $1.99M
|
247K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.2K+ 3.4% |
$1.62M - $1.77M
|
1.13M
$56.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37K+ 25.95% |
$1.61M - $1.76M
|
179K
$8.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.6K+ 13.96% |
$1.55M - $1.69M
|
291K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.7K+ 5.93% |
$1.47M - $1.61M
|
602K
$30M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
31KNew |
$1.35M - $1.48M
|
31K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.6KNew |
$1.33M - $1.46M
|
30.6K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
28.4KNew |
$1.23M - $1.35M
|
28.4K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.9K+ 35.03% |
$1.17M - $1.28M
|
104K
$5.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.3K+ 44.72% |
$1.01M - $1.11M
|
75.4K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.3K+ 17.57% |
$926K - $1.01M
|
142K
$7.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.4K+ 70.62% |
$885K - $970K
|
49.2K
$2.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
16.7KNew |
$728K - $797K
|
16.7K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.2KNew |
$704K - $771K
|
16.2K
$807K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
15.8K+ 33.85% |
$685K - $751K
|
62.3K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 81.58% |
$656K - $718K
|
33.6K
$1.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.8K+ 54.99% |
$557K - $610K
|
36.1K
$1.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7K+ 23.32% |
$553K - $606K
|
67.3K
$3.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
12.7K+ 4.97% |
$551K - $604K
|
268K
$13.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12.6K+ 4.36% |
$549K - $601K
|
302K
$15.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.4K+ 106.17% |
$539K - $591K
|
24.1K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 133.65% |
$516K - $565K
|
20.7K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.9KNew |
$515K - $565K
|
11.9K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
11.1K+ 18.58% |
$485K - $531K
|
71.1K
$3.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11K+ 25.85% |
$480K - $526K
|
53.8K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
11KNew |
$477K - $523K
|
11K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.9KNew |
$475K - $520K
|
10.9K
$545K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.9K+ 64.84% |
$473K - $518K
|
27.6K
$1.38M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
10.2K+ 3.91% |
$445K - $488K
|
272K
$13.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10KNew |
$436K - $478K
|
10K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10KNew |
$435K - $476K
|
10K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.9K+ 12.03% |
$430K - $471K
|
92.1K
$4.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.61K+ 18.7% |
$418K - $458K
|
61K
$3.04M
|