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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
293K+ 45.54% |
$13.5M - $14.8M
|
936K
$46.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
288K+ 11.61% |
$13.3M - $14.6M
|
2.77M
$138M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
283KNew |
$13.1M - $14.4M
|
283K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
243K+ 18.28% |
$11.2M - $12.3M
|
1.57M
$78.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
231K+ 22.65% |
$10.7M - $11.7M
|
1.25M
$62.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
211K+ 38.52% |
$9.77M - $10.7M
|
760K
$37.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
203K+ 82.28% |
$9.41M - $10.3M
|
451K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
178K+ 245.26% |
$8.22M - $9M
|
250K
$12.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
128KNew |
$5.9M - $6.46M
|
128K
$6.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
117K+ 138.46% |
$5.39M - $5.9M
|
201K
$10M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 51.67% |
$5.32M - $5.82M
|
337K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
98.9K+ 16.41% |
$4.57M - $5.01M
|
701K
$35M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
98.9KNew |
$4.57M - $5.01M
|
98.9K
$4.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.9K+ 30.26% |
$4.07M - $4.45M
|
378K
$18.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80.6K+ 223.6% |
$3.73M - $4.08M
|
117K
$5.82M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
74.7K+ 14.82% |
$3.46M - $3.79M
|
579K
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.5K+ 13.72% |
$3.45M - $3.77M
|
618K
$30.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
73KNew |
$3.38M - $3.7M
|
73K
$3.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.7K+ 31.09% |
$3.36M - $3.68M
|
307K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
68.6KNew |
$3.17M - $3.48M
|
68.6K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
62.6K+ 45.17% |
$2.9M - $3.17M
|
201K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
55.6KNew |
$2.57M - $2.82M
|
55.6K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
53.5K+ 51.61% |
$2.47M - $2.71M
|
157K
$7.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.4K+ 27.07% |
$2.43M - $2.66M
|
246K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.2K+ 8.0% |
$2.32M - $2.55M
|
679K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
48.8K+ 172.14% |
$2.26M - $2.47M
|
77.2K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.8K+ 24.98% |
$2.07M - $2.27M
|
224K
$11.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
35.4K+ 525.11% |
$1.64M - $1.79M
|
42.1K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
31K+ 38.2% |
$1.43M - $1.57M
|
112K
$5.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.5K+ 407.84% |
$1.41M - $1.54M
|
37.9K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
29.2K+ 12.95% |
$1.35M - $1.48M
|
255K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.2K+ 80.82% |
$1.35M - $1.48M
|
65.2K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.5K+ 49.91% |
$1.14M - $1.24M
|
73.7K
$3.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.9K+ 135.1% |
$1.1M - $1.21M
|
41.6K
$2.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.8K+ 45.25% |
$1.1M - $1.21M
|
76.4K
$3.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
23.6K+ 5.29% |
$1.09M - $1.19M
|
469K
$23.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
23.1K+ 12.18% |
$1.07M - $1.17M
|
213K
$10.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.6K+ 19.57% |
$1.05M - $1.15M
|
138K
$6.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
22KNew |
$1.02M - $1.11M
|
22K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
21.9K+ 86.67% |
$1.01M - $1.11M
|
47.2K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.8K+ 6.83% |
$964K - $1.06M
|
326K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.1KNew |
$930K - $1.02M
|
20.1K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.9K+ 26.02% |
$921K - $1.01M
|
96.4K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.3KNew |
$845K - $925K
|
18.3K
$910K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.6K+ 26.19% |
$815K - $892K
|
84.9K
$4.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
16.7K+ 19.44% |
$773K - $846K
|
103K
$5.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
16.5KNew |
$763K - $836K
|
16.5K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.4KNew |
$710K - $778K
|
15.4K
$765K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.9KNew |
$691K - $757K
|
14.9K
$745K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.7K+ 19.54% |
$681K - $746K
|
90.1K
$4.49M
|