Purchases and Sales Made in Q4 2022 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 1.28% |
$47.4K - $56.3K
|
113K
$5.66M
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
1.11K+ 16.15% |
$36.5K - $43.4K
|
7.95K
$397K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
888+ 12.36% |
$29.3K - $34.8K
|
8.07K
$403K
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
780+ 2.33% |
$25.8K - $30.6K
|
34.3K
$1.71M
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
778+ 3.19% |
$25.7K - $30.5K
|
25.1K
$1.26M
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
650+ 0.5% |
$21.5K - $25.5K
|
131K
$6.52M
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600+ 8.05% |
$19.8K - $23.5K
|
8.05K
$402K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
536+ 2.34% |
$17.7K - $21K
|
23.4K
$1.17M
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$13.2K - $15.7K
|
400
$20K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
364+ 1.69% |
$12K - $14.3K
|
21.9K
$1.09M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
296New |
$9.78K - $11.6K
|
296
$14.8K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
289New |
$9.55K - $11.3K
|
289
$14.4K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
277+ 2.52% |
$9.15K - $10.9K
|
11.3K
$562K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
265+ 0.47% |
$8.76K - $10.4K
|
56.7K
$2.83M
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
200+ 0.64% |
$6.61K - $7.85K
|
31.6K
$1.58M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
181+ 0.35% |
$5.98K - $7.1K
|
51.9K
$2.59M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
176+ 0.04% |
$5.82K - $6.91K
|
482K
$24.1M
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
140+ 1.81% |
$4.63K - $5.49K
|
7.86K
$393K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
133+ 0.19% |
$4.4K - $5.22K
|
70.2K
$3.5M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
124New |
$4.1K - $4.87K
|
124
$6.19K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$3.3K - $3.92K
|
100
$4.99K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 0.86% |
$2.41K - $2.86K
|
8.61K
$430K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
27+ 0.45% |
$892 - $1.06K
|
6.02K
$300K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$826 - $981
|
25
$1.25K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25+ 0.16% |
$826 - $981
|
15.3K
$762K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.15% |
$661 - $785
|
13.5K
$673K
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
6+ 0.1% |
$198 - $235
|
6.07K
$303K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5New |
$165 - $196
|
5
$250
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.48% |
$132 - $157
|
830
$41.4K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.31% |
$33.1 - $39.2
|
319
$15.9K
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.66% |
$364 - $432
|
1.65K
$82.3K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-68- 0.76% |
$2.25K - $2.67K
|
8.84K
$441K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-131- 0.21% |
$4.33K - $5.14K
|
63.3K
$3.16M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-150- 1.52% |
$4.96K - $5.89K
|
9.7K
$484K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-251- 10.08% |
$8.3K - $9.85K
|
2.24K
$112K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-279- 0.44% |
$9.22K - $10.9K
|
63.7K
$3.18M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-363- 22.08% |
$12K - $14.2K
|
1.28K
$63.9K
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-413- 5.96% |
$13.6K - $16.2K
|
6.52K
$325K
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-502- 1.94% |
$16.6K - $19.7K
|
25.4K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-507- 7.19% |
$16.8K - $19.9K
|
6.55K
$327K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-617- 5.41% |
$20.4K - $24.2K
|
10.8K
$538K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-802- 1.99% |
$26.5K - $31.5K
|
39.4K
$1.97M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.26K- 3.33% |
$41.7K - $49.5K
|
36.6K
$1.83M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.34K- 1.01% |
$44.2K - $52.5K
|
131K
$6.53M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.42K- 2.36% |
$46.9K - $55.7K
|
58.7K
$2.93M
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 11.69% |
$47.6K - $56.5K
|
10.9K
$543K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.68K- 17.87% |
$55.4K - $65.7K
|
7.7K
$384K
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 4.49% |
$59.3K - $70.4K
|
38.1K
$1.9M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.1K- 25.67% |
$69.4K - $82.4K
|
6.08K
$304K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.24K- 7.65% |
$74.1K - $88K
|
27.1K
$1.35M
|