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 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12+ 0.31% |
$462 - $498
|
3.94K
$203K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.17% |
$385 - $415
|
5.74K
$295K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9+ 0.31% |
$346 - $374
|
2.89K
$148K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9+ 0.02% |
$346 - $374
|
37K
$1.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.04% |
$115 - $125
|
7.26K
$373K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.61% |
$76.9 - $83.1
|
329
$16.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.22% |
$38.5 - $41.5
|
46
$2.36K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11- 6.04% |
$423 - $457
|
171
$8.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-278- 0.31% |
$10.7K - $11.5K
|
88K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-342- 0.67% |
$13.2K - $14.2K
|
50.5K
$2.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-370- 6.02% |
$14.2K - $15.4K
|
5.77K
$297K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-410- 4.36% |
$15.8K - $17K
|
8.99K
$462K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-479- 5.3% |
$18.4K - $19.9K
|
8.57K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-502- 0.95% |
$19.3K - $20.9K
|
52.5K
$2.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-764- 5.1% |
$29.4K - $31.7K
|
14.2K
$731K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.35K- 5.45% |
$51.7K - $55.9K
|
23.3K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.41K- 0.25% |
$54.1K - $58.4K
|
557K
$28.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 1.1% |
$66.5K - $71.8K
|
155K
$7.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.88K- 3.97% |
$72.2K - $78K
|
45.4K
$2.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 5.32% |
$77.4K - $83.6K
|
35.8K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.51K- 95.77% |
$96.6K - $104K
|
111
$5.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.01K- 30.26% |
$116K - $125K
|
6.94K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.22K- 8.61% |
$124K - $134K
|
34.1K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.62K- 8.26% |
$139K - $151K
|
40.3K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.31K- 12.45% |
$166K - $179K
|
30.3K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.01K- 8.15% |
$193K - $208K
|
56.4K
$2.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.68K- 24.47% |
$218K - $236K
|
17.5K
$901K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.44K- 26.03% |
$248K - $268K
|
18.3K
$941K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.08K- 7.66% |
$272K - $294K
|
85.4K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.9K- 22.58% |
$536K - $579K
|
47.8K
$2.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-14.4K- 69.95% |
$555K - $600K
|
6.21K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.4K- 25.53% |
$592K - $639K
|
44.9K
$2.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-18.3K- 67.29% |
$704K - $761K
|
8.9K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.6K- 66.14% |
$870K - $940K
|
11.6K
$595K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-28.4K- 3.96% |
$1.09M - $1.18M
|
690K
$35.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-38.9K- 48.34% |
$1.5M - $1.62M
|
41.6K
$2.14M
|