Purchases and Sales Made in Q4 2023 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
521K+ 93.51% |
$19.3M - $22.1M
|
1.08M
$54.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
512K+ 137.04% |
$19M - $21.8M
|
886K
$44.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
277K+ 580.98% |
$10.3M - $11.8M
|
325K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
256KNew |
$9.49M - $10.9M
|
256K
$12.9M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
247KNew |
$9.17M - $10.5M
|
247K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
220K+ 28.47% |
$8.16M - $9.35M
|
993K
$50.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
218K+ 13.16% |
$8.1M - $9.27M
|
1.88M
$94.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122K+ 301.87% |
$4.51M - $5.16M
|
162K
$8.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102K+ 27.5% |
$3.8M - $4.35M
|
475K
$23.9M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
102KNew |
$3.77M - $4.31M
|
102K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
96KNew |
$3.56M - $4.08M
|
96K
$4.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
85.4K+ 436.52% |
$3.17M - $3.63M
|
105K
$5.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.6K+ 98.19% |
$3.06M - $3.51M
|
167K
$8.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
80.9KNew |
$3M - $3.44M
|
80.9K
$4.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
79.6K+ 65.88% |
$2.95M - $3.38M
|
201K
$10.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79.1K+ 32.12% |
$2.93M - $3.36M
|
325K
$16.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78.9K+ 924.79% |
$2.93M - $3.35M
|
87.4K
$4.41M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
76.2K+ 174.14% |
$2.83M - $3.24M
|
120K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.1K+ 12.09% |
$2.56M - $2.94M
|
641K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
67.9KNew |
$2.52M - $2.89M
|
67.9K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
59.8K+ 72.63% |
$2.22M - $2.54M
|
142K
$7.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.5K+ 11.74% |
$2.17M - $2.49M
|
557K
$28.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
56.4K+ 317.36% |
$2.09M - $2.4M
|
74.2K
$3.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
45.7KNew |
$1.69M - $1.94M
|
45.7K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.4K+ 11.19% |
$1.65M - $1.89M
|
441K
$22.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
39.9K+ 11.18% |
$1.48M - $1.7M
|
397K
$20M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
34K+ 92.13% |
$1.26M - $1.45M
|
71K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28.2K+ 17.26% |
$1.05M - $1.2M
|
191K
$9.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.2K+ 26.11% |
$933K - $1.07M
|
122K
$6.13M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.1KNew |
$929K - $1.06M
|
25.1K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
22.2KNew |
$823K - $942K
|
22.2K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.4K+ 12.48% |
$795K - $910K
|
193K
$9.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21.1KNew |
$783K - $897K
|
21.1K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.9K+ 234.42% |
$774K - $887K
|
29.8K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.8K+ 39.55% |
$771K - $883K
|
73.3K
$3.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
17.6K+ 8.95% |
$652K - $747K
|
214K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
16.8K+ 10.67% |
$622K - $712K
|
174K
$8.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.2K+ 37.84% |
$603K - $690K
|
59.2K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 47.46% |
$534K - $611K
|
44.7K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
14.2K+ 155.81% |
$527K - $604K
|
23.3K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14.1KNew |
$524K - $600K
|
14.1K
$713K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.8K+ 35.68% |
$474K - $542K
|
48.5K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.1KNew |
$449K - $514K
|
12.1K
$611K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9KNew |
$442K - $507K
|
11.9K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 127.62% |
$434K - $497K
|
20.8K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6K+ 7.8% |
$431K - $493K
|
160K
$8.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
11.2K+ 24.58% |
$414K - $475K
|
56.6K
$2.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10.8KNew |
$399K - $457K
|
10.8K
$543K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.4K+ 36.77% |
$385K - $441K
|
38.6K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.89K+ 15.77% |
$367K - $420K
|
72.6K
$3.66M
|