Purchases and Sales Made in Q3 2024 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
288K+ 11.61% |
$13.3M - $14.6M
|
2.77M
$139M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
283KNew |
$13.1M - $14.4M
|
283K
$14.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
211K+ 38.52% |
$9.77M - $10.7M
|
760K
$38.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
128KNew |
$5.9M - $6.46M
|
128K
$6.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 51.67% |
$5.32M - $5.82M
|
337K
$17M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.9K+ 30.26% |
$4.07M - $4.45M
|
378K
$19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80.6K+ 223.6% |
$3.73M - $4.08M
|
117K
$5.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
73KNew |
$3.38M - $3.7M
|
73K
$3.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
35.4K+ 525.11% |
$1.64M - $1.79M
|
42.1K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.5K+ 407.84% |
$1.41M - $1.54M
|
37.9K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
29.2K+ 12.95% |
$1.35M - $1.48M
|
255K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.9K+ 135.1% |
$1.1M - $1.21M
|
41.6K
$2.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.8K+ 45.25% |
$1.1M - $1.21M
|
76.4K
$3.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
23.6K+ 5.29% |
$1.09M - $1.19M
|
469K
$23.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
23.1K+ 12.18% |
$1.07M - $1.17M
|
213K
$10.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.6K+ 19.57% |
$1.05M - $1.15M
|
138K
$6.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
22KNew |
$1.02M - $1.11M
|
22K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
21.9K+ 86.67% |
$1.01M - $1.11M
|
47.2K
$2.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.6K+ 26.19% |
$815K - $892K
|
84.9K
$4.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
16.7K+ 19.44% |
$773K - $846K
|
103K
$5.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
16.5KNew |
$763K - $836K
|
16.5K
$830K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.9KNew |
$691K - $757K
|
14.9K
$752K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.7K+ 19.54% |
$681K - $746K
|
90.1K
$4.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.2KNew |
$519K - $568K
|
11.2K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
11.1K+ 14.91% |
$514K - $563K
|
85.7K
$4.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
10.9K+ 65.2% |
$505K - $553K
|
27.6K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9.75K+ 3.64% |
$451K - $494K
|
277K
$14M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.74K+ 43.67% |
$450K - $493K
|
32K
$1.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
9.69K+ 15.54% |
$448K - $491K
|
72K
$3.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.4KNew |
$435K - $476K
|
9.4K
$473K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.34K+ 126.29% |
$432K - $473K
|
16.7K
$842K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.96K+ 5.59% |
$368K - $403K
|
150K
$7.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.5KNew |
$347K - $380K
|
7.5K
$377K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.49K+ 49.78% |
$300K - $329K
|
19.5K
$982K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.33K+ 79.17% |
$293K - $320K
|
14.3K
$720K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.17KNew |
$285K - $313K
|
6.17K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.84K+ 96.19% |
$224K - $245K
|
9.87K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.65KNew |
$215K - $235K
|
4.65K
$234K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.6K+ 89.0% |
$213K - $233K
|
9.76K
$491K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.44KNew |
$205K - $225K
|
4.44K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.42K+ 14.57% |
$204K - $224K
|
34.7K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.15KNew |
$192K - $210K
|
4.15K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.13KNew |
$191K - $209K
|
4.13K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4.1K+ 1.51% |
$190K - $208K
|
276K
$13.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.04KNew |
$187K - $205K
|
4.04K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.5K+ 7.67% |
$162K - $177K
|
49.2K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.42K+ 37.11% |
$158K - $173K
|
12.6K
$636K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.33K+ 26.77% |
$154K - $169K
|
15.8K
$794K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
3.18K+ 4.8% |
$147K - $161K
|
69.5K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.91K+ 13.46% |
$135K - $147K
|
24.5K
$1.23M
|