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 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
903K+ 96.51% |
$44.8M - $47.5M
|
1.84M
$95.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
884KNew |
$43.9M - $46.5M
|
884K
$45.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
556KNew |
$27.6M - $29.3M
|
556K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
404K+ 25.72% |
$20.1M - $21.3M
|
1.98M
$102M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
359KNew |
$17.8M - $18.9M
|
359K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
345K+ 12.48% |
$17.2M - $18.2M
|
3.11M
$161M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
342KNew |
$17M - $18M
|
342K
$17.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
290K+ 978.18% |
$14.4M - $15.3M
|
320K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
217K+ 57.24% |
$10.8M - $11.4M
|
595K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
215K+ 136.38% |
$10.7M - $11.3M
|
373K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
214K+ 85.37% |
$10.6M - $11.2M
|
464K
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
199K+ 28.4% |
$9.89M - $10.5M
|
901K
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 18.62% |
$9.67M - $10.3M
|
1.24M
$64.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
146K+ 59.43% |
$7.26M - $7.7M
|
392K
$20.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
143K+ 31.63% |
$7.08M - $7.5M
|
593K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
121KNew |
$6.02M - $6.38M
|
121K
$6.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
117KNew |
$5.81M - $6.16M
|
117K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
109KNew |
$5.42M - $5.74M
|
109K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
79.3KNew |
$3.94M - $4.17M
|
79.3K
$4.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
79.2KNew |
$3.93M - $4.17M
|
79.2K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.7K+ 23.72% |
$3.61M - $3.83M
|
379K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68.7K+ 39.37% |
$3.41M - $3.61M
|
243K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65.5K+ 29.22% |
$3.25M - $3.45M
|
290K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.6K+ 21.81% |
$3.16M - $3.35M
|
355K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
60.8KNew |
$3.02M - $3.2M
|
60.8K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54.3KNew |
$2.7M - $2.86M
|
54.3K
$2.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
50K+ 23.5% |
$2.48M - $2.63M
|
263K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
46.8KNew |
$2.32M - $2.46M
|
46.8K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
45.7K+ 49.57% |
$2.27M - $2.4M
|
138K
$7.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45.6KNew |
$2.26M - $2.4M
|
45.6K
$2.36M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
42K+ 32.9% |
$2.08M - $2.21M
|
170K
$8.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
41.4K+ 8.83% |
$2.06M - $2.18M
|
510K
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
39.3KNew |
$1.95M - $2.07M
|
39.3K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
37.4K+ 14.68% |
$1.86M - $1.97M
|
292K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
36.8K+ 6.35% |
$1.83M - $1.93M
|
616K
$31.9M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
34.9KNew |
$1.74M - $1.84M
|
34.9K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
34.1KNew |
$1.7M - $1.8M
|
34.1K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.6K+ 9.69% |
$1.57M - $1.66M
|
357K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.7K+ 613.7% |
$1.47M - $1.56M
|
34.5K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
29.1KNew |
$1.44M - $1.53M
|
29.1K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
28.2K+ 39.18% |
$1.4M - $1.49M
|
100K
$5.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
27K+ 24.07% |
$1.34M - $1.42M
|
139K
$7.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.7K+ 22.06% |
$1.23M - $1.3M
|
137K
$7.07M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.5KNew |
$1.22M - $1.29M
|
24.5K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24.2K+ 18.71% |
$1.2M - $1.28M
|
154K
$7.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
22K+ 25.03% |
$1.09M - $1.16M
|
110K
$5.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22K+ 195.6% |
$1.09M - $1.16M
|
33.2K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21K+ 146.64% |
$1.04M - $1.1M
|
35.3K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20K+ 20.23% |
$993K - $1.05M
|
119K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
19.9KNew |
$986K - $1.05M
|
19.9K
$1.03M
|