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 |
|---|---|---|---|---|---|---|---|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
9.57KNew |
$355K - $407K
|
9.57K
$478K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.5KNew |
$352K - $404K
|
9.5K
$474K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.5K+ 163.09% |
$352K - $403K
|
15.3K
$765K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.42K+ 9.42% |
$349K - $400K
|
109K
$5.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.38KNew |
$348K - $399K
|
9.38K
$468K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.86KNew |
$329K - $376K
|
8.86K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.48KNew |
$315K - $360K
|
8.48K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.45K+ 58.56% |
$314K - $359K
|
22.9K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.99K+ 6.25% |
$296K - $339K
|
136K
$6.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
7.83K+ 14.12% |
$290K - $333K
|
63.3K
$3.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
7.5KNew |
$278K - $319K
|
7.5K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.18K+ 12.54% |
$266K - $305K
|
64.4K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
7.1KNew |
$264K - $302K
|
7.1K
$355K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.93KNew |
$257K - $294K
|
6.93K
$346K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6.81KNew |
$253K - $289K
|
6.81K
$340K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.8K+ 40.57% |
$252K - $289K
|
23.6K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.51K+ 19.49% |
$242K - $277K
|
39.9K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.47KNew |
$240K - $275K
|
6.47K
$323K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.2KNew |
$230K - $263K
|
6.2K
$310K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
5.92KNew |
$219K - $251K
|
5.92K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.85KNew |
$217K - $249K
|
5.85K
$292K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.84KNew |
$217K - $248K
|
5.84K
$292K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.73K+ 37.13% |
$212K - $243K
|
21.1K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.7KNew |
$211K - $242K
|
5.7K
$285K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.6KNew |
$208K - $238K
|
5.6K
$279K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.56K+ 16.54% |
$206K - $236K
|
39.2K
$1.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.49KNew |
$204K - $233K
|
5.49K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.03KNew |
$187K - $214K
|
5.03K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$186K - $212K
|
5K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.86KNew |
$180K - $207K
|
4.86K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.8KNew |
$178K - $204K
|
4.8K
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.74K+ 36.4% |
$176K - $201K
|
17.8K
$887K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4.47K+ 143.14% |
$166K - $190K
|
7.59K
$379K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.35K+ 2.03% |
$161K - $185K
|
219K
$10.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.19KNew |
$155K - $178K
|
4.19K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 54.24% |
$149K - $171K
|
11.4K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.87K+ 10.98% |
$143K - $164K
|
39.1K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.65K+ 4.43% |
$135K - $155K
|
86K
$4.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.34K+ 15.16% |
$124K - $142K
|
25.3K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.05K+ 7.83% |
$113K - $130K
|
42K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.92K+ 29.27% |
$108K - $124K
|
12.9K
$644K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.68K+ 18.83% |
$99.3K - $114K
|
16.9K
$843K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 58.21% |
$93.6K - $107K
|
6.86K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.39K+ 305.75% |
$88.8K - $102K
|
3.18K
$159K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.25K+ 2.26% |
$83.6K - $95.7K
|
102K
$5.09M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.03KNew |
$75.3K - $86.3K
|
2.03K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.88K+ 9.47% |
$69.6K - $79.7K
|
21.7K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.8K+ 217.65% |
$66.8K - $76.5K
|
2.63K
$131K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.69K+ 41.73% |
$62.6K - $71.6K
|
5.73K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.56K+ 13.14% |
$57.8K - $66.2K
|
13.4K
$669K
|