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
$5.99M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45.6KNew |
$2.26M - $2.4M
|
45.6K
$2.33M
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
42K+ 32.9% |
$2.08M - $2.21M
|
170K
$8.67M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.7K+ 22.06% |
$1.23M - $1.3M
|
137K
$6.99M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.5KNew |
$1.22M - $1.29M
|
24.5K
$1.25M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
22K+ 25.03% |
$1.09M - $1.16M
|
110K
$5.62M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22K+ 195.6% |
$1.09M - $1.16M
|
33.2K
$1.7M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.4K+ 19.34% |
$866K - $917K
|
108K
$5.5M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.4KNew |
$614K - $651K
|
12.4K
$633K
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.67KNew |
$381K - $404K
|
7.67K
$392K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.37K+ 46.53% |
$366K - $388K
|
23.2K
$1.19M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.34K+ 93.95% |
$364K - $386K
|
15.2K
$775K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.06KNew |
$301K - $319K
|
6.06K
$310K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.69K+ 5.55% |
$283K - $300K
|
108K
$5.54M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4.97KNew |
$247K - $261K
|
4.97K
$254K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.81K+ 17.43% |
$239K - $253K
|
32.4K
$1.66M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$237K - $251K
|
4.77K
$244K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.61KNew |
$229K - $243K
|
4.61K
$236K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.47KNew |
$222K - $235K
|
4.47K
$229K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.3K+ 30.16% |
$214K - $226K
|
18.6K
$949K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.13KNew |
$205K - $217K
|
4.13K
$211K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.32K+ 26.75% |
$165K - $175K
|
15.7K
$805K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.3K+ 6.98% |
$164K - $173K
|
50.5K
$2.58M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 16.03% |
$96.7K - $103K
|
14.1K
$721K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.44K+ 4.49% |
$71.5K - $75.7K
|
33.5K
$1.71M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.13K+ 8.05% |
$56.1K - $59.4K
|
15.2K
$775K
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.03K+ 6.53% |
$51.1K - $54.2K
|
16.8K
$860K
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
901+ 9.23% |
$44.7K - $47.4K
|
10.7K
$545K
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
813+ 2.06% |
$40.4K - $42.8K
|
40.3K
$2.06M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
803+ 14.35% |
$39.9K - $42.3K
|
6.4K
$327K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
546+ 2.28% |
$27.1K - $28.7K
|
24.5K
$1.25M
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
538+ 0.52% |
$26.7K - $28.3K
|
103K
$5.28M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
416+ 3.48% |
$20.7K - $21.9K
|
12.4K
$632K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
388New |
$19.3K - $20.4K
|
388
$19.8K
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
342+ 2.41% |
$17K - $18K
|
14.6K
$744K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
273+ 0.67% |
$13.6K - $14.4K
|
41K
$2.1M
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
266+ 0.96% |
$13.2K - $14K
|
27.9K
$1.43M
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
258+ 1.5% |
$12.8K - $13.6K
|
17.5K
$893K
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
127+ 0.18% |
$6.31K - $6.68K
|
69.6K
$3.56M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
113+ 1.95% |
$5.61K - $5.95K
|
5.9K
$302K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$4.97K - $5.26K
|
100
$5.12K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
96+ 0.72% |
$4.77K - $5.05K
|
13.5K
$689K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
67+ 0.96% |
$3.33K - $3.53K
|
7.07K
$361K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
58New |
$2.88K - $3.05K
|
58
$2.97K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
54+ 0.41% |
$2.68K - $2.84K
|
13.2K
$677K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5+ 0.21% |
$248 - $263
|
2.35K
$120K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.13% |
$49.7 - $52.6
|
48
$2.46K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$248 - $263
|
8.36K
$427K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-11- 0.24% |
$546 - $579
|
4.64K
$237K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-274- 1.21% |
$13.6K - $14.4K
|
22.3K
$1.14M
|