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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.54K+ 4.83% |
$415K - $454K
|
207K
$10.3M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
9.38K+ 8.47% |
$408K - $447K
|
120K
$5.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.03K+ 16.65% |
$393K - $430K
|
63.3K
$3.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.86K+ 62.68% |
$385K - $422K
|
23K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8.57K+ 12.98% |
$372K - $408K
|
74.5K
$3.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
8.55K+ 17.38% |
$372K - $407K
|
57.7K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.09K+ 65.77% |
$352K - $385K
|
20.4K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.4KNew |
$322K - $352K
|
7.4K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7KNew |
$304K - $333K
|
7K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.99K+ 9.79% |
$304K - $333K
|
78.4K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.81KNew |
$296K - $324K
|
6.81K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.6K+ 27.96% |
$287K - $314K
|
30.2K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.27K+ 19.83% |
$273K - $299K
|
37.9K
$1.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.24K+ 25.9% |
$271K - $297K
|
30.3K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.1K+ 88.05% |
$265K - $291K
|
13K
$650K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5.75KNew |
$250K - $274K
|
5.75K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.58K+ 18.32% |
$243K - $266K
|
36K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.42KNew |
$236K - $258K
|
5.42K
$270K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.17KNew |
$225K - $246K
|
5.17K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.14K+ 6.39% |
$223K - $245K
|
85.5K
$4.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.09K+ 2.7% |
$221K - $242K
|
194K
$9.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.06KNew |
$220K - $241K
|
5.06K
$252K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.03KNew |
$219K - $240K
|
5.03K
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.71K+ 27.82% |
$205K - $224K
|
21.6K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.58KNew |
$199K - $218K
|
4.58K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.46K+ 6.29% |
$194K - $212K
|
75.2K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.41KNew |
$192K - $210K
|
4.41K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.41KNew |
$192K - $210K
|
4.41K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.4K+ 12.11% |
$191K - $209K
|
40.7K
$2.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.2K+ 6777.42% |
$183K - $200K
|
4.26K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.19K+ 1.83% |
$182K - $200K
|
234K
$11.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.18K+ 3.76% |
$182K - $199K
|
116K
$5.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.08K+ 56.29% |
$177K - $194K
|
11.3K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.9K+ 5.14% |
$169K - $186K
|
79.7K
$3.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 17.88% |
$157K - $171K
|
23.7K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 61.26% |
$156K - $171K
|
9.45K
$471K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.28K+ 3.2% |
$143K - $156K
|
106K
$5.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.78K+ 3.36% |
$121K - $132K
|
85.3K
$4.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.54K+ 25.61% |
$110K - $121K
|
12.4K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.46K+ 2.31% |
$107K - $117K
|
109K
$5.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.39K+ 10.61% |
$104K - $114K
|
24.9K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.1KNew |
$91.3K - $100K
|
2.1K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 18.14% |
$84.8K - $92.9K
|
12.7K
$633K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.71K+ 11.05% |
$74.4K - $81.5K
|
17.2K
$857K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.56K+ 105.5% |
$67.6K - $74.1K
|
3.03K
$151K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.55K+ 23.99% |
$67.2K - $73.6K
|
7.99K
$398K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.54K+ 2.38% |
$67.1K - $73.5K
|
66.3K
$3.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.45K+ 11.64% |
$63.1K - $69.1K
|
13.9K
$694K
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.42K+ 12.57% |
$61.5K - $67.4K
|
12.7K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.36K+ 15.65% |
$59.3K - $65K
|
10.1K
$503K
|