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
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.3K+ 24.75% |
$615K - $674K
|
67.1K
$3.34M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
12.1KNew |
$559K - $612K
|
12.1K
$602K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.6KNew |
$537K - $588K
|
11.6K
$578K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.2KNew |
$519K - $568K
|
11.2K
$559K
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
11.1K+ 14.91% |
$514K - $563K
|
85.7K
$4.27M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.1KNew |
$513K - $562K
|
11.1K
$553K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11KNew |
$510K - $558K
|
11K
$550K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
10.9K+ 65.2% |
$505K - $553K
|
27.6K
$1.38M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.3K+ 156.52% |
$478K - $524K
|
17K
$845K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9.75K+ 3.64% |
$451K - $494K
|
277K
$13.8M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.74K+ 43.67% |
$450K - $493K
|
32K
$1.6M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
9.69K+ 15.54% |
$448K - $491K
|
72K
$3.59M
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.4KNew |
$435K - $476K
|
9.4K
$469K
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.34K+ 126.29% |
$432K - $473K
|
16.7K
$835K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.27K+ 45.45% |
$429K - $469K
|
29.7K
$1.48M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.33KNew |
$386K - $422K
|
8.33K
$415K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.96K+ 5.59% |
$368K - $403K
|
150K
$7.5M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.5KNew |
$347K - $380K
|
7.5K
$374K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.56K+ 21.73% |
$304K - $332K
|
36.8K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.55KNew |
$303K - $332K
|
6.55K
$326K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.49K+ 49.78% |
$300K - $329K
|
19.5K
$973K
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.45K+ 5.37% |
$298K - $327K
|
127K
$6.31M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.45KNew |
$298K - $326K
|
6.45K
$321K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.33K+ 79.17% |
$293K - $320K
|
14.3K
$714K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.26KNew |
$290K - $317K
|
6.26K
$312K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.17K+ 25.62% |
$286K - $313K
|
30.3K
$1.51M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.17KNew |
$285K - $313K
|
6.17K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.84K+ 7.45% |
$270K - $296K
|
84.2K
$4.2M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.75K+ 5.29% |
$266K - $291K
|
115K
$5.71M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.43KNew |
$251K - $275K
|
5.43K
$270K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.27K+ 17.22% |
$244K - $267K
|
35.8K
$1.79M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.84K+ 96.19% |
$224K - $245K
|
9.87K
$492K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.83KNew |
$224K - $245K
|
4.83K
$241K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.65KNew |
$215K - $235K
|
4.65K
$232K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.61K+ 20.03% |
$213K - $233K
|
27.6K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.6K+ 89.0% |
$213K - $233K
|
9.76K
$487K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.44KNew |
$205K - $225K
|
4.44K
$221K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.44KNew |
$205K - $225K
|
4.44K
$221K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.42K+ 14.57% |
$204K - $224K
|
34.7K
$1.73M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.24KNew |
$196K - $215K
|
4.24K
$211K
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.15KNew |
$192K - $210K
|
4.15K
$207K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.13KNew |
$191K - $209K
|
4.13K
$206K
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4.1K+ 1.51% |
$190K - $208K
|
276K
$13.8M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.04KNew |
$187K - $205K
|
4.04K
$202K
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
4K+ 79.01% |
$185K - $203K
|
9.07K
$452K
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.98K+ 15.99% |
$184K - $201K
|
28.8K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8K+ 29.94% |
$176K - $193K
|
16.5K
$822K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.51K+ 36.98% |
$162K - $178K
|
13K
$648K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.5K+ 7.67% |
$162K - $177K
|
49.2K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.42K+ 37.11% |
$158K - $173K
|
12.6K
$630K
|