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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.63K- 22.46% |
$60.3K - $69K
|
5.61K
$285K
|
|
|
Jan 30, 2024
Q4 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.84K- 2.09% |
$68.3K - $78.3K
|
86.2K
$4.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.9K- 11.19% |
$70.3K - $80.6K
|
15K
$765K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.21K- 16.39% |
$82K - $93.9K
|
11.3K
$574K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.29K- 14.21% |
$85K - $97.3K
|
13.8K
$704K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.91K- 36.19% |
$145K - $166K
|
6.89K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 7.51% |
$157K - $180K
|
52.2K
$2.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.15K- 28.14% |
$191K - $219K
|
13.2K
$669K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.36K- 10.29% |
$199K - $228K
|
46.7K
$2.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.41K- 13.18% |
$201K - $230K
|
35.7K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.82K- 13.51% |
$216K - $247K
|
37.2K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 13.03% |
$217K - $248K
|
39K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6.44K- 16.0% |
$239K - $274K
|
33.8K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.87K- 20.13% |
$255K - $292K
|
27.3K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.17K- 49.72% |
$266K - $305K
|
7.25K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-12.6K- 30.25% |
$467K - $535K
|
29K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-25.1K- 16.19% |
$932K - $1.07M
|
130K
$6.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-28.7K- 27.61% |
$1.07M - $1.22M
|
75.4K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.4K- 5.84% |
$1.13M - $1.29M
|
490K
$24.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-35.7K- 99.44% |
$1.32M - $1.52M
|
200
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-95.3K- 23.91% |
$3.54M - $4.05M
|
303K
$15.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-115K- 16.65% |
$4.26M - $4.88M
|
575K
$29.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-174K- 97.92% |
$6.46M - $7.39M
|
3.7K
$188K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-251K- 18.86% |
$9.3M - $10.6M
|
1.08M
$54.9M
|