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 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.4K+ 4.52% |
$157K - $172K
|
78.6K
$3.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.33K+ 26.77% |
$154K - $169K
|
15.8K
$786K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
3.18K+ 4.8% |
$147K - $161K
|
69.5K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.1K+ 70.34% |
$143K - $157K
|
7.51K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.09K+ 4.35% |
$143K - $157K
|
74.2K
$3.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.91K+ 13.46% |
$135K - $147K
|
24.5K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.88K+ 8.57% |
$133K - $146K
|
36.4K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.84K+ 88.94% |
$131K - $144K
|
6.03K
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 28.65% |
$125K - $137K
|
12.2K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.68KNew |
$124K - $135K
|
2.68K
$133K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.61K+ 20.8% |
$121K - $132K
|
15.1K
$754K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.98K+ 15.6% |
$91.5K - $100K
|
14.7K
$731K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 8.92% |
$85.6K - $93.8K
|
22.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 7.49% |
$84.4K - $92.4K
|
26.2K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.79K+ 2.24% |
$82.8K - $90.7K
|
81.8K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.79K+ 2.24% |
$82.6K - $90.4K
|
81.5K
$4.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.71K+ 58.56% |
$79.2K - $86.7K
|
4.63K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 4.21% |
$73.8K - $80.8K
|
39.5K
$1.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.47KNew |
$68.1K - $74.6K
|
1.47K
$73.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.3K+ 30.39% |
$60K - $65.6K
|
5.56K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.2K+ 8.65% |
$55.3K - $60.5K
|
15K
$748K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.17KNew |
$54.2K - $59.3K
|
1.17K
$58.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.09K+ 9.59% |
$50.3K - $55.1K
|
12.4K
$619K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.03K+ 8.49% |
$47.7K - $52.2K
|
13.2K
$657K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.02K+ 2.14% |
$47.2K - $51.7K
|
48.7K
$2.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
999+ 151.13% |
$46.2K - $50.6K
|
1.66K
$82.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
825+ 0.6% |
$38.2K - $41.8K
|
139K
$6.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
807+ 8.57% |
$37.3K - $40.9K
|
10.2K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
772+ 867.42% |
$35.7K - $39.1K
|
861
$42.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
622+ 12.5% |
$28.8K - $31.5K
|
5.6K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
580+ 10.29% |
$26.8K - $29.4K
|
6.21K
$310K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
576+ 238.02% |
$26.6K - $29.2K
|
818
$40.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
501New |
$23.2K - $25.4K
|
501
$25K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
476+ 4.15% |
$22K - $24.1K
|
11.9K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
400+ 19.05% |
$18.5K - $20.3K
|
2.5K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
374+ 0.44% |
$17.3K - $18.9K
|
85.7K
$4.27M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
346+ 2.49% |
$16K - $17.5K
|
14.3K
$711K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
325+ 0.11% |
$15K - $16.5K
|
302K
$15.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
260+ 5.09% |
$12K - $13.2K
|
5.37K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
224+ 5.75% |
$10.4K - $11.3K
|
4.12K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
222+ 0.94% |
$10.3K - $11.2K
|
24K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
191+ 1.89% |
$8.84K - $9.67K
|
10.3K
$512K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
188+ 1.34% |
$8.7K - $9.52K
|
14.2K
$708K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
160+ 0.9% |
$7.4K - $8.1K
|
17.9K
$894K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
124+ 1.61% |
$5.74K - $6.28K
|
7.81K
$389K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$4.63K - $5.07K
|
100
$4.99K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
94+ 1.17% |
$4.35K - $4.76K
|
8.15K
$406K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
81New |
$3.75K - $4.1K
|
81
$4.04K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
77+ 18.12% |
$3.56K - $3.9K
|
502
$25K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
72+ 1.4% |
$3.33K - $3.65K
|
5.23K
$261K
|