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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
18+ 0.47% |
$894 - $947
|
3.83K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.31% |
$646 - $684
|
4.25K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 0.11% |
$546 - $579
|
10.2K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10+ 0.21% |
$497 - $526
|
4.8K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7+ 2.35% |
$348 - $368
|
305
$15.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 1.0% |
$248 - $263
|
507
$26.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5+ 0.21% |
$248 - $263
|
2.35K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 1.04% |
$149 - $158
|
292
$15.1K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.49% |
$49.7 - $52.6
|
204
$10.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$49.7 - $52.6
|
617
$31.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.13% |
$49.7 - $52.6
|
48
$2.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$248 - $263
|
8.36K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-11- 0.24% |
$546 - $579
|
4.64K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18- 0.11% |
$894 - $947
|
16.9K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-37- 0.31% |
$1.84K - $1.95K
|
11.9K
$615K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-59- 1.25% |
$2.93K - $3.11K
|
4.64K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-94- 1.15% |
$4.67K - $4.95K
|
8.05K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-98- 5.9% |
$4.87K - $5.16K
|
1.56K
$80.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-145- 0.96% |
$7.2K - $7.63K
|
15K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-168- 0.37% |
$8.34K - $8.84K
|
45.2K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-274- 1.21% |
$13.6K - $14.4K
|
22.3K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-282- 0.36% |
$14K - $14.8K
|
78.4K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-285- 5.84% |
$14.2K - $15K
|
4.6K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-300- 3.19% |
$14.9K - $15.8K
|
9.1K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-347- 7.82% |
$17.2K - $18.3K
|
4.09K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-359- 5.57% |
$17.8K - $18.9K
|
6.09K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-389- 1.65% |
$19.3K - $20.5K
|
23.1K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-392- 0.94% |
$19.5K - $20.6K
|
41.2K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-486- 21.51% |
$24.1K - $25.6K
|
1.77K
$91.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-814- 0.68% |
$40.4K - $42.8K
|
119K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-847- 2.95% |
$42.1K - $44.6K
|
27.9K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-893- 3.41% |
$44.3K - $47K
|
25.3K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-907- 1.84% |
$45K - $47.7K
|
48.3K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-960- 12.81% |
$47.7K - $50.5K
|
6.54K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.3K- 16.63% |
$64.4K - $68.2K
|
6.5K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.32K- 5.45% |
$65.3K - $69.2K
|
22.8K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.82K- 4.38% |
$90.5K - $95.9K
|
39.8K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.08K- 13.39% |
$103K - $109K
|
13.5K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.38K- 39.41% |
$118K - $125K
|
3.65K
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-2.46K- 15.08% |
$122K - $129K
|
13.9K
$717K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.96K- 35.49% |
$147K - $156K
|
5.38K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.44K- 10.54% |
$171K - $181K
|
29.2K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-3.51K- 37.21% |
$174K - $185K
|
5.92K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.07K- 13.65% |
$252K - $267K
|
32.1K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.47K- 8.72% |
$321K - $341K
|
67.7K
$3.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.72K- 99.91% |
$383K - $406K
|
7
$362
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.1K- 6.58% |
$452K - $479K
|
129K
$6.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.2K- 24.33% |
$509K - $539K
|
31.9K
$1.65M
|