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
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
64+ 0.59% |
$2.96K - $3.24K
|
11K
$548K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
61+ 0.51% |
$2.82K - $3.09K
|
11.9K
$594K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
55+ 0.6% |
$2.54K - $2.79K
|
9.17K
$457K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
54+ 0.61% |
$2.5K - $2.74K
|
8.95K
$446K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36+ 257.14% |
$1.67K - $1.82K
|
50
$2.49K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
32+ 0.15% |
$1.48K - $1.62K
|
21.1K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31New |
$1.43K - $1.57K
|
31
$1.55K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
28+ 0.36% |
$1.3K - $1.42K
|
7.8K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27+ 0.46% |
$1.25K - $1.37K
|
5.92K
$295K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
21+ 0.37% |
$971 - $1.06K
|
5.77K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.14% |
$370 - $405
|
5.79K
$288K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.02% |
$324 - $355
|
40.7K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.03% |
$231 - $253
|
17.2K
$858K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.17% |
$185 - $203
|
2.35K
$117K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.7% |
$92.5 - $101
|
289
$14.4K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.0% |
$92.5 - $101
|
203
$10.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1+ 4.55% |
$46.3 - $50.7
|
23
$1.15K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.34% |
$46.3 - $50.7
|
298
$14.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$46.3 - $50.7
|
616
$30.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-18- 12.08% |
$833 - $912
|
131
$6.53K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-55- 0.6% |
$2.54K - $2.79K
|
9.12K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-55- 0.15% |
$2.54K - $2.79K
|
36.8K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-62- 1.35% |
$2.87K - $3.14K
|
4.52K
$225K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-83- 2.32% |
$3.84K - $4.2K
|
3.5K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-89- 1.86% |
$4.12K - $4.51K
|
4.7K
$234K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-94- 2.41% |
$4.35K - $4.76K
|
3.81K
$190K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-100- 2.04% |
$4.63K - $5.07K
|
4.79K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 47.39% |
$4.63K - $5.07K
|
111
$5.53K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-194- 2.85% |
$8.97K - $9.83K
|
6.61K
$330K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-303- 4.4% |
$14K - $15.3K
|
6.59K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-349- 8.62% |
$16.1K - $17.7K
|
3.7K
$184K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-383- 0.97% |
$17.7K - $19.4K
|
39.2K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-400- 7.57% |
$18.5K - $20.3K
|
4.88K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-449- 5.49% |
$20.8K - $22.7K
|
7.73K
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-492- 3.55% |
$22.8K - $24.9K
|
13.4K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-500- 50.0% |
$23.1K - $25.3K
|
500
$24.9K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-530- 5.96% |
$24.5K - $26.8K
|
8.36K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-593- 0.29% |
$27.4K - $30K
|
206K
$10.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-672- 10.31% |
$31.1K - $34K
|
5.84K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-693- 1.5% |
$32.1K - $35.1K
|
45.4K
$2.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-722- 5.81% |
$33.4K - $36.6K
|
11.7K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-860- 2.26% |
$39.8K - $43.6K
|
37.1K
$1.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.42K- 16.17% |
$65.7K - $72K
|
7.37K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.19K- 12.97% |
$101K - $111K
|
14.7K
$733K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.25K- 7.24% |
$104K - $114K
|
28.8K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-2.57K- 21.38% |
$119K - $130K
|
9.43K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.62K- 5.74% |
$121K - $133K
|
43K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2.68K- 12.99% |
$124K - $136K
|
18K
$896K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.79K- 10.35% |
$129K - $141K
|
24.1K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.99K- 16.15% |
$138K - $151K
|
15.5K
$774K
|