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
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.35K+ 1.0% |
$49.9K - $57.2K
|
136K
$6.79M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.3K+ 16.15% |
$48.2K - $55.2K
|
9.35K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.16K+ 0.62% |
$43K - $49.2K
|
187K
$9.32M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.05K+ 6.28% |
$39K - $44.6K
|
17.8K
$887K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1K+ 11.68% |
$37.1K - $42.5K
|
9.57K
$477K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
988+ 11.99% |
$36.7K - $42K
|
9.23K
$461K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
867+ 28.62% |
$32.2K - $36.8K
|
3.9K
$194K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
790+ 10.07% |
$29.3K - $33.6K
|
8.63K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
649+ 1.45% |
$24.1K - $27.6K
|
45.6K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
641New |
$23.8K - $27.2K
|
641
$32K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
608+ 4.5% |
$22.6K - $25.8K
|
14.1K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
504New |
$18.7K - $21.4K
|
504
$25.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
388+ 11.46% |
$14.4K - $16.5K
|
3.77K
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
335+ 0.96% |
$12.4K - $14.2K
|
35.3K
$1.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
310+ 3.7% |
$11.5K - $13.2K
|
8.68K
$433K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
292New |
$10.8K - $12.4K
|
292
$14.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
272+ 2.44% |
$10.1K - $11.6K
|
11.4K
$570K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
250+ 0.61% |
$9.28K - $10.6K
|
41.5K
$2.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
236New |
$8.76K - $10K
|
236
$11.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
170+ 1.93% |
$6.31K - $7.22K
|
8.97K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
135New |
$5.01K - $5.74K
|
135
$6.74K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
126+ 25.87% |
$4.67K - $5.35K
|
613
$30.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
119+ 4.89% |
$4.41K - $5.06K
|
2.56K
$128K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
113+ 40.36% |
$4.19K - $4.8K
|
393
$19.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
106+ 0.13% |
$3.93K - $4.5K
|
83.9K
$4.19M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49+ 0.42% |
$1.82K - $2.08K
|
11.8K
$589K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
37+ 0.46% |
$1.37K - $1.57K
|
8.02K
$400K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30New |
$1.11K - $1.27K
|
30
$1.5K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.17% |
$557 - $637
|
9K
$449K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.23% |
$482 - $552
|
5.76K
$287K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.91% |
$111 - $127
|
332
$16.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 1.07% |
$111 - $127
|
283
$14.1K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.17% |
$74.2 - $85
|
173
$8.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2+ 0.81% |
$74.2 - $85
|
249
$12.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 0.81% |
$1.86K - $2.12K
|
6.16K
$307K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-150- 1.71% |
$5.57K - $6.37K
|
8.6K
$429K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-168- 0.72% |
$6.23K - $7.14K
|
23.1K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-178- 2.45% |
$6.6K - $7.56K
|
7.08K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-284- 5.07% |
$10.5K - $12.1K
|
5.31K
$265K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-349- 0.97% |
$12.9K - $14.8K
|
35.5K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-390- 25.71% |
$14.5K - $16.6K
|
1.13K
$56.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-499- 4.36% |
$18.5K - $21.2K
|
10.9K
$546K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-554- 19.18% |
$20.6K - $23.5K
|
2.33K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-633- 9.23% |
$23.5K - $26.9K
|
6.23K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-642- 1.81% |
$23.8K - $27.3K
|
34.9K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-699- 0.62% |
$25.9K - $29.7K
|
112K
$5.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-905- 8.04% |
$33.6K - $38.5K
|
10.3K
$516K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1K- 4.15% |
$37.1K - $42.5K
|
23.1K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.04K- 1.22% |
$38.5K - $44.1K
|
84.4K
$4.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.22K- 2.42% |
$45.3K - $51.8K
|
49.3K
$2.46M
|