Purchases and Sales Made in Q3 2023 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.18K+ 8.11% |
$238K - $257K
|
82.4K
$4.23M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.06K+ 72.49% |
$233K - $252K
|
14.4K
$741K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.94K+ 5.57% |
$229K - $247K
|
113K
$5.79M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.85K+ 4.8% |
$225K - $243K
|
128K
$6.57M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.82KNew |
$224K - $242K
|
5.82K
$299K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.49K+ 4.76% |
$211K - $228K
|
121K
$6.21M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.16K+ 15.26% |
$198K - $214K
|
38.9K
$2M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
4.88K+ 4.92% |
$188K - $203K
|
104K
$5.35M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.42K+ 18.58% |
$170K - $184K
|
28.2K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.9K+ 2.15% |
$150K - $162K
|
186K
$9.54M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.66K+ 51.2% |
$141K - $152K
|
10.8K
$555K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.52K+ 62.5% |
$135K - $146K
|
9.16K
$471K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.49K+ 9.23% |
$134K - $145K
|
41.3K
$2.12M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.39KNew |
$130K - $141K
|
3.39K
$174K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
3.05K+ 29.17% |
$117K - $127K
|
13.5K
$694K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.66K+ 8.19% |
$102K - $111K
|
35.2K
$1.81M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.58K+ 41.7% |
$99K - $107K
|
8.75K
$450K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.57K+ 566.67% |
$98.7K - $107K
|
3.02K
$155K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.01K+ 10.04% |
$77.2K - $83.4K
|
22K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.41K+ 8.63% |
$54.3K - $58.7K
|
17.8K
$914K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.35K+ 49.91% |
$51.7K - $55.9K
|
4.04K
$208K
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.28K+ 3.79% |
$49K - $53K
|
34.9K
$1.8M
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.18K+ 1.19% |
$45.4K - $49K
|
100K
$5.14M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.17KNew |
$45K - $48.6K
|
1.17K
$60.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.1K+ 8.22% |
$42.2K - $45.5K
|
14.4K
$742K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.07K+ 14.88% |
$41K - $44.3K
|
8.24K
$423K
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.03K+ 0.77% |
$39.5K - $42.6K
|
135K
$6.93M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
827+ 119.86% |
$31.8K - $34.4K
|
1.52K
$78K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
783New |
$30.1K - $32.5K
|
783
$40.3K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
718+ 0.49% |
$27.6K - $29.8K
|
149K
$7.65M
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
705+ 8.71% |
$27.1K - $29.3K
|
8.8K
$452K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
682+ 27.97% |
$26.2K - $28.3K
|
3.12K
$160K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
560New |
$21.5K - $23.3K
|
560
$28.8K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
477+ 1.36% |
$18.3K - $19.8K
|
35.5K
$1.83M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
455+ 2.9% |
$17.5K - $18.9K
|
16.1K
$829K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
408+ 3.11% |
$15.7K - $16.9K
|
13.5K
$695K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
350+ 5.08% |
$13.5K - $14.5K
|
7.24K
$372K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
317New |
$12.2K - $13.2K
|
317
$16.3K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
291+ 1.54% |
$11.2K - $12.1K
|
19.2K
$989K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
283+ 6.98% |
$10.9K - $11.8K
|
4.34K
$223K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
269+ 2.47% |
$10.3K - $11.2K
|
11.2K
$573K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
247New |
$9.5K - $10.3K
|
247
$12.7K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
150New |
$5.77K - $6.23K
|
150
$7.71K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
135New |
$5.19K - $5.61K
|
135
$6.94K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
100+ 0.6% |
$3.85K - $4.15K
|
16.7K
$860K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
68+ 0.77% |
$2.62K - $2.82K
|
8.87K
$456K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
60+ 0.72% |
$2.31K - $2.49K
|
8.37K
$430K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
39+ 0.25% |
$1.5K - $1.62K
|
15.4K
$793K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33+ 0.45% |
$1.27K - $1.37K
|
7.41K
$381K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
31+ 0.27% |
$1.19K - $1.29K
|
11.5K
$590K
|