Purchases and Sales Made in Q3 2022 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.95K+ 81.52% |
$64.2K - $77.5K
|
4.33K
$219K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.85KNew |
$61.1K - $73.7K
|
1.85K
$93.4K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.79KNew |
$59.2K - $71.5K
|
1.79K
$90.6K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.5KNew |
$49.5K - $59.8K
|
1.5K
$75.8K
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.37K+ 1.06% |
$45.2K - $54.5K
|
130K
$6.57M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11K+ 3.96% |
$36.5K - $44K
|
29K
$1.47M
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.04K+ 3.19% |
$34.2K - $41.2K
|
33.5K
$1.69M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
826New |
$27.3K - $32.9K
|
826
$41.7K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
758+ 9.8% |
$25K - $30.2K
|
8.49K
$429K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
746+ 7.0% |
$24.6K - $29.7K
|
11.4K
$576K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
738+ 3.55% |
$24.4K - $29.4K
|
21.5K
$1.09M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
727+ 0.86% |
$24K - $29K
|
85.3K
$4.31M
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
705+ 11.49% |
$23.3K - $28.1K
|
6.84K
$345K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
477+ 2.13% |
$15.8K - $19K
|
22.9K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
339+ 4.77% |
$11.2K - $13.5K
|
7.44K
$376K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
318New |
$10.5K - $12.7K
|
318
$16.1K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
312+ 23.42% |
$10.3K - $12.4K
|
1.64K
$83K
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
275+ 1.07% |
$9.08K - $11K
|
25.9K
$1.31M
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
235+ 0.43% |
$7.76K - $9.36K
|
55.4K
$2.8M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
224+ 0.7% |
$7.4K - $8.92K
|
32.2K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
128+ 1.06% |
$4.23K - $5.1K
|
12.2K
$617K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
111+ 4.42% |
$3.67K - $4.42K
|
2.62K
$132K
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
99+ 1.68% |
$3.27K - $3.94K
|
5.99K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
90+ 0.17% |
$2.97K - $3.59K
|
51.8K
$2.61M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
75+ 51.72% |
$2.48K - $2.99K
|
220
$11.1K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
61New |
$2.01K - $2.43K
|
61
$3.08K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.46% |
$2.01K - $2.43K
|
13.5K
$679K
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
52+ 0.34% |
$1.72K - $2.07K
|
15.2K
$770K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
51New |
$1.68K - $2.03K
|
51
$2.58K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
45+ 0.63% |
$1.49K - $1.79K
|
7.18K
$363K
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 0.23% |
$462 - $558
|
6.07K
$306K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7+ 0.04% |
$231 - $279
|
17.9K
$905K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.99% |
$33 - $39.8
|
102
$5.15K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2- 0.02% |
$66 - $79.7
|
8.91K
$450K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$231 - $279
|
12.7K
$644K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-85- 10.91% |
$2.81K - $3.39K
|
694
$35K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-86- 0.59% |
$2.84K - $3.43K
|
14.5K
$734K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-186- 2.5% |
$6.14K - $7.41K
|
7.25K
$366K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-195- 1.27% |
$6.44K - $7.77K
|
15.2K
$768K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-212- 1.88% |
$7K - $8.45K
|
11.1K
$559K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-302- 3.56% |
$9.97K - $12K
|
8.18K
$413K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-350- 17.41% |
$11.6K - $13.9K
|
1.66K
$83.8K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-417- 2.91% |
$13.8K - $16.6K
|
13.9K
$702K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-472- 2.41% |
$15.6K - $18.8K
|
19.1K
$965K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-667- 2.23% |
$22K - $26.6K
|
29.3K
$1.48M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-667- 2.23% |
$22K - $26.6K
|
29.3K
$1.48M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-696- 8.98% |
$23K - $27.7K
|
7.05K
$356K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-720- 2.05% |
$23.8K - $28.7K
|
34.5K
$1.74M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-778- 3.09% |
$25.7K - $31K
|
24.4K
$1.23M
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-947- 7.96% |
$31.3K - $37.7K
|
10.9K
$553K
|