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 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
901+ 9.23% |
$44.7K - $47.4K
|
10.7K
$552K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
837+ 18.07% |
$41.6K - $44.1K
|
5.47K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
813+ 2.06% |
$40.4K - $42.8K
|
40.3K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
803+ 14.35% |
$39.9K - $42.3K
|
6.4K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
778+ 12.52% |
$38.6K - $40.9K
|
6.99K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
763+ 1.57% |
$37.9K - $40.2K
|
49.3K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
694+ 1.42% |
$34.5K - $36.5K
|
49.4K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
612+ 3.13% |
$30.4K - $32.2K
|
20.1K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
583New |
$29K - $30.7K
|
583
$30.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
546+ 2.28% |
$27.1K - $28.7K
|
24.5K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
538+ 0.52% |
$26.7K - $28.3K
|
103K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
514+ 13.89% |
$25.5K - $27.1K
|
4.21K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
502+ 9.35% |
$24.9K - $26.4K
|
5.87K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 5.18% |
$24.8K - $26.3K
|
10.2K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
489+ 0.71% |
$24.3K - $25.7K
|
69.1K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
485+ 12.0% |
$24.1K - $25.5K
|
4.53K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
451+ 0.47% |
$22.4K - $23.7K
|
96.8K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
416+ 3.48% |
$20.7K - $21.9K
|
12.4K
$639K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
388New |
$19.3K - $20.4K
|
388
$20.1K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
369+ 6.23% |
$18.3K - $19.4K
|
6.29K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
348+ 6.26% |
$17.3K - $18.3K
|
5.91K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
342+ 2.41% |
$17K - $18K
|
14.6K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
322New |
$16K - $16.9K
|
322
$16.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
320+ 0.87% |
$15.9K - $16.8K
|
37.1K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
307+ 2.99% |
$15.2K - $16.2K
|
10.6K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
300+ 3.27% |
$14.9K - $15.8K
|
9.47K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
273+ 0.67% |
$13.6K - $14.4K
|
41K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
266+ 0.96% |
$13.2K - $14K
|
27.9K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
261+ 2.92% |
$13K - $13.7K
|
9.21K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
258+ 1.5% |
$12.8K - $13.6K
|
17.5K
$903K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
217+ 0.55% |
$10.8K - $11.4K
|
39.4K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
186+ 1.27% |
$9.24K - $9.79K
|
14.9K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
172New |
$8.54K - $9.05K
|
172
$8.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
163+ 6.52% |
$8.09K - $8.58K
|
2.66K
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
152New |
$7.55K - $8K
|
152
$7.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
127+ 0.18% |
$6.31K - $6.68K
|
69.6K
$3.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
113+ 1.95% |
$5.61K - $5.95K
|
5.9K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
101+ 101.0% |
$5.02K - $5.32K
|
201
$10.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$4.97K - $5.26K
|
100
$5.17K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
96+ 0.72% |
$4.77K - $5.05K
|
13.5K
$697K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
67+ 0.96% |
$3.33K - $3.53K
|
7.07K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
62+ 1.19% |
$3.08K - $3.26K
|
5.29K
$274K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
58New |
$2.88K - $3.05K
|
58
$3K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
57+ 3.87% |
$2.83K - $3K
|
1.53K
$79.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
54+ 0.41% |
$2.68K - $2.84K
|
13.2K
$685K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
51+ 0.24% |
$2.53K - $2.68K
|
21.1K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
45+ 0.27% |
$2.23K - $2.37K
|
16.9K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
44+ 0.97% |
$2.19K - $2.32K
|
4.56K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
39+ 0.94% |
$1.94K - $2.05K
|
4.19K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
37+ 0.63% |
$1.84K - $1.95K
|
5.88K
$304K
|