Purchases and Sales Made in Q4 2021 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
54.1KNew |
$2.02M - $2.18M
|
54.1K
$2.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
44.2KNew |
$1.65M - $1.79M
|
44.2K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 22.82% |
$884K - $957K
|
127K
$6.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.6K+ 52.59% |
$845K - $915K
|
65.7K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
22.4KNew |
$835K - $905K
|
22.4K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
20.6KNew |
$768K - $832K
|
20.6K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.4K+ 4.8% |
$761K - $824K
|
446K
$22.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.7KNew |
$699K - $757K
|
18.7K
$934K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 26.49% |
$696K - $754K
|
89.1K
$4.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.7K+ 170.19% |
$660K - $715K
|
28.1K
$1.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.9K+ 28.15% |
$595K - $644K
|
72.6K
$3.62M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.4K+ 5.22% |
$499K - $540K
|
269K
$13.4M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.3KNew |
$459K - $497K
|
12.3K
$613K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.9K+ 14.59% |
$445K - $482K
|
93.6K
$4.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11K+ 130.03% |
$409K - $443K
|
19.4K
$967K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.94KNew |
$334K - $361K
|
8.94K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.17KNew |
$305K - $330K
|
8.17K
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.93K+ 8.61% |
$296K - $320K
|
100K
$4.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.52KNew |
$280K - $304K
|
7.52K
$375K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.5K+ 3.41% |
$280K - $303K
|
227K
$11.3M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7.45KNew |
$278K - $301K
|
7.45K
$371K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.34KNew |
$274K - $297K
|
7.34K
$366K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6.23KNew |
$233K - $252K
|
6.23K
$311K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.21K+ 19.67% |
$232K - $251K
|
37.8K
$1.88M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.16KNew |
$230K - $249K
|
6.16K
$307K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
5.28K+ 8.29% |
$197K - $213K
|
69K
$3.44M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.03K+ 39.61% |
$188K - $203K
|
17.7K
$884K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.98KNew |
$186K - $201K
|
4.98K
$248K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4.15K+ 19.56% |
$155K - $167K
|
25.3K
$1.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.09K+ 24.93% |
$153K - $165K
|
20.5K
$1.02M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.25KNew |
$121K - $131K
|
3.25K
$162K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.25KNew |
$121K - $131K
|
3.25K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.24K+ 13.57% |
$121K - $131K
|
27.1K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 2.26% |
$108K - $117K
|
131K
$6.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.58K+ 6.66% |
$96.1K - $104K
|
41.2K
$2.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.54K+ 30.0% |
$94.7K - $103K
|
11K
$548K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.49K+ 4.07% |
$93.1K - $101K
|
63.7K
$3.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.07K+ 8.02% |
$77.2K - $83.6K
|
27.8K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04K+ 1.05% |
$76.1K - $82.4K
|
196K
$9.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.99K+ 8.93% |
$74.4K - $80.6K
|
24.3K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.95K+ 280.4% |
$72.6K - $78.6K
|
2.64K
$132K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.88KNew |
$70.2K - $76.1K
|
1.88K
$93.8K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.86KNew |
$69.5K - $75.2K
|
1.86K
$92.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.75K+ 9.51% |
$65.3K - $70.7K
|
20.1K
$1M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.61KNew |
$60.2K - $65.2K
|
1.61K
$80.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.05K+ 5.96% |
$39.1K - $42.4K
|
18.6K
$929K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
982+ 4.98% |
$36.6K - $39.7K
|
20.7K
$1.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
881+ 125.14% |
$32.9K - $35.6K
|
1.59K
$79K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
759+ 0.56% |
$28.3K - $30.7K
|
135K
$6.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
710+ 1.28% |
$26.5K - $28.7K
|
56.4K
$2.81M
|