Purchases and Sales Made in Q2 2025 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
28K+ 107.22% |
$1.22M - $1.46M
|
54.1K
$3.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27.7KNew |
$1.21M - $1.44M
|
27.7K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
27.5K+ 10.18% |
$1.2M - $1.43M
|
298K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25.7K+ 23.43% |
$1.12M - $1.33M
|
135K
$7.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
25.2K+ 4.82% |
$1.1M - $1.31M
|
548K
$30.7M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
25.1KNew |
$1.09M - $1.3M
|
25.1K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.7K+ 5.71% |
$1.08M - $1.29M
|
458K
$25.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.6K+ 44.57% |
$984K - $1.17M
|
73.2K
$4.1M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
21.8KNew |
$949K - $1.13M
|
21.8K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20.9KNew |
$909K - $1.08M
|
20.9K
$1.17M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
20.8K+ 15.27% |
$907K - $1.08M
|
157K
$8.81M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
20.6KNew |
$898K - $1.07M
|
20.6K
$1.16M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
20.4K+ 6.94% |
$891K - $1.06M
|
315K
$17.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20.1KNew |
$877K - $1.05M
|
20.1K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
19.3K+ 277.11% |
$842K - $1.01M
|
26.3K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 55.81% |
$837K - $999K
|
53.6K
$3.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18.1K+ 5.71% |
$791K - $943K
|
336K
$18.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
17.9K+ 8.11% |
$779K - $930K
|
238K
$13.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17K+ 34.23% |
$743K - $887K
|
66.9K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.6K+ 23.07% |
$726K - $866K
|
88.8K
$4.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.1K+ 121.29% |
$703K - $838K
|
29.4K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.1K+ 36.69% |
$657K - $783K
|
56.1K
$3.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15K+ 18.5% |
$655K - $781K
|
96.2K
$5.4M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15K+ 18.5% |
$655K - $781K
|
96.2K
$5.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.8KNew |
$644K - $769K
|
14.8K
$829K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.4K+ 13.03% |
$627K - $748K
|
125K
$6.99M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.3K+ 35.0% |
$625K - $745K
|
55.3K
$3.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.8K+ 23.98% |
$602K - $718K
|
71.4K
$4M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
13.6KNew |
$593K - $707K
|
13.6K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
12.9K+ 32.0% |
$564K - $673K
|
53.3K
$2.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11.8K+ 61.84% |
$516K - $616K
|
31K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.5KNew |
$503K - $600K
|
11.5K
$647K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 11.47% |
$483K - $576K
|
108K
$6.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.1K+ 45.46% |
$483K - $576K
|
35.4K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
10.8K+ 6.6% |
$471K - $562K
|
175K
$9.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 6.61% |
$437K - $522K
|
162K
$9.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.34K+ 2.43% |
$407K - $486K
|
393K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.17K+ 95.59% |
$400K - $477K
|
18.8K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.16K+ 2.96% |
$400K - $477K
|
319K
$17.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
8.91K+ 17.55% |
$389K - $464K
|
59.7K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.81KNew |
$384K - $458K
|
8.81K
$494K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.66K+ 53.86% |
$378K - $451K
|
24.7K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
8.06K+ 6.68% |
$351K - $419K
|
129K
$7.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.04K+ 35.19% |
$350K - $418K
|
30.9K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.92K+ 20.48% |
$345K - $412K
|
46.6K
$2.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.83KNew |
$341K - $407K
|
7.83K
$439K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.53K+ 9.33% |
$328K - $391K
|
88.1K
$4.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.16K+ 67.14% |
$312K - $372K
|
17.8K
$999K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.99K+ 448.94% |
$305K - $364K
|
8.55K
$479K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
6.88KNew |
$300K - $358K
|
6.88K
$386K
|
|