Purchases and Sales Made in Q4 2024 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 2024. 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 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
117KNew |
$5.81M - $6.16M
|
117K
$5.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
79.2KNew |
$3.93M - $4.17M
|
79.2K
$4M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54.3KNew |
$2.7M - $2.86M
|
54.3K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45.6KNew |
$2.26M - $2.4M
|
45.6K
$2.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
42K+ 32.9% |
$2.08M - $2.21M
|
170K
$8.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
41.4K+ 8.83% |
$2.06M - $2.18M
|
510K
$25.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
28.2K+ 39.18% |
$1.4M - $1.49M
|
100K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
27K+ 24.07% |
$1.34M - $1.42M
|
139K
$7.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.7K+ 22.06% |
$1.23M - $1.3M
|
137K
$6.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.5KNew |
$1.22M - $1.29M
|
24.5K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24.2K+ 18.71% |
$1.2M - $1.28M
|
154K
$7.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
22K+ 25.03% |
$1.09M - $1.16M
|
110K
$5.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22K+ 195.6% |
$1.09M - $1.16M
|
33.2K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21K+ 146.64% |
$1.04M - $1.1M
|
35.3K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20K+ 20.23% |
$993K - $1.05M
|
119K
$6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.9K+ 126.57% |
$939K - $995K
|
33.8K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18.7K+ 6.73% |
$927K - $982K
|
296K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.5K+ 57.87% |
$870K - $922K
|
47.8K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.4K+ 19.34% |
$866K - $917K
|
108K
$5.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
16KNew |
$795K - $842K
|
16K
$808K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15.3K+ 154.75% |
$759K - $804K
|
25.2K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
13.8KNew |
$688K - $729K
|
13.8K
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.4KNew |
$614K - $651K
|
12.4K
$625K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$504K - $535K
|
10.2K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8.57KNew |
$425K - $451K
|
8.57K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.28K+ 10.72% |
$411K - $436K
|
85.5K
$4.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8KNew |
$397K - $421K
|
8K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.67KNew |
$381K - $404K
|
7.67K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.37K+ 46.53% |
$366K - $388K
|
23.2K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.34K+ 93.95% |
$364K - $386K
|
15.2K
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.12K+ 12.37% |
$353K - $375K
|
64.7K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.06KNew |
$301K - $319K
|
6.06K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.69K+ 20.88% |
$283K - $300K
|
33K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.69K+ 5.55% |
$283K - $300K
|
108K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4.97KNew |
$247K - $261K
|
4.97K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.81K+ 17.43% |
$239K - $253K
|
32.4K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$237K - $251K
|
4.77K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.61KNew |
$229K - $243K
|
4.61K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.47KNew |
$222K - $235K
|
4.47K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.3K+ 30.16% |
$214K - $226K
|
18.6K
$937K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.23KNew |
$210K - $223K
|
4.23K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.2KNew |
$209K - $221K
|
4.2K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.13KNew |
$205K - $217K
|
4.13K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.36KNew |
$167K - $177K
|
3.36K
$170K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.32K+ 26.75% |
$165K - $175K
|
15.7K
$795K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.3K+ 6.98% |
$164K - $173K
|
50.5K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.98K+ 0.39% |
$148K - $157K
|
763K
$38.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.63K+ 3.1% |
$131K - $138K
|
87.5K
$4.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.58KNew |
$128K - $136K
|
2.58K
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.23K+ 3.0% |
$110K - $117K
|
76.4K
$3.86M
|