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 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.13K+ 3.15% |
$48.9K - $53.6K
|
36.8K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.1K+ 5.32% |
$47.9K - $52.5K
|
21.8K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.09KNew |
$47.2K - $51.7K
|
1.09K
$54.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08K+ 0.99% |
$46.8K - $51.3K
|
109K
$5.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$43.5K - $47.6K
|
1K
$50K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
935+ 0.17% |
$40.7K - $44.5K
|
548K
$27.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
933+ 4.37% |
$40.6K - $44.4K
|
22.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
927+ 0.68% |
$40.3K - $44.2K
|
138K
$6.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
850New |
$37K - $40.5K
|
850
$42.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
776+ 17.72% |
$33.7K - $37K
|
5.16K
$258K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
762+ 0.34% |
$33.1K - $36.3K
|
222K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
762+ 4.29% |
$33.1K - $36.3K
|
18.5K
$926K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
698+ 5.95% |
$30.3K - $33.2K
|
12.4K
$621K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
684+ 10.08% |
$29.7K - $32.6K
|
7.47K
$373K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
559+ 0.69% |
$24.3K - $26.6K
|
81.1K
$4.06M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
555+ 1.23% |
$24.1K - $26.4K
|
45.7K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
535+ 4.03% |
$23.3K - $25.5K
|
13.8K
$690K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
511New |
$22.2K - $24.3K
|
511
$25.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
501+ 6.9% |
$21.8K - $23.9K
|
7.77K
$388K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
425New |
$18.5K - $20.2K
|
425
$21.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
399+ 4.39% |
$17.3K - $19K
|
9.49K
$474K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
398+ 3.43% |
$17.3K - $19K
|
12K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
349+ 9.43% |
$15.2K - $16.6K
|
4.05K
$202K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
300+ 6.24% |
$13K - $14.3K
|
5.11K
$255K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
293+ 2.62% |
$12.7K - $14K
|
11.5K
$573K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
283+ 8.58% |
$12.3K - $13.5K
|
3.58K
$179K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
242New |
$10.5K - $11.5K
|
242
$12.1K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
201New |
$8.74K - $9.57K
|
201
$10K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191+ 0.93% |
$8.3K - $9.1K
|
20.7K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150New |
$6.52K - $7.14K
|
150
$7.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
149New |
$6.48K - $7.1K
|
149
$7.45K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
138+ 0.67% |
$6K - $6.57K
|
20.7K
$1.03M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
118+ 3.12% |
$5.13K - $5.62K
|
3.9K
$195K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 1.61% |
$4.35K - $4.76K
|
6.3K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
84New |
$3.65K - $4K
|
84
$4.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
63+ 0.67% |
$2.74K - $3K
|
9.42K
$471K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 0.67% |
$2.57K - $2.81K
|
8.9K
$445K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
55+ 0.6% |
$2.39K - $2.62K
|
9.17K
$458K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
51+ 0.42% |
$2.22K - $2.43K
|
12.1K
$607K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
35+ 0.17% |
$1.52K - $1.67K
|
21K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
34+ 0.71% |
$1.48K - $1.62K
|
4.79K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
31+ 0.53% |
$1.35K - $1.48K
|
5.9K
$295K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
26+ 0.82% |
$1.13K - $1.24K
|
3.19K
$160K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
22New |
$957 - $1.05K
|
22
$1.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15New |
$652 - $714
|
15
$750
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14New |
$609 - $667
|
14
$700
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14+ 0.21% |
$609 - $667
|
6.61K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
10New |
$435 - $476
|
10
$500
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.16% |
$391 - $429
|
5.78K
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8+ 0.34% |
$348 - $381
|
2.34K
$117K
|