Purchases and Sales Made in Q4 2025 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
80.4KNew |
$4.39M - $4.56M
|
80.4K
$4.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.6K+ 21.97% |
$2.49M - $2.58M
|
253K
$14.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
44.7K+ 7.29% |
$2.44M - $2.53M
|
657K
$36.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.5KNew |
$959K - $995K
|
17.5K
$984K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$635K - $659K
|
11.6K
$652K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.84K+ 27.19% |
$483K - $501K
|
41.4K
$2.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
7.58K+ 12.94% |
$414K - $430K
|
66.2K
$3.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.89K+ 119.17% |
$377K - $390K
|
12.7K
$711K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.73KNew |
$313K - $325K
|
5.73K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.18K+ 16.4% |
$229K - $237K
|
29.7K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.15KNew |
$227K - $235K
|
4.15K
$233K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.97K+ 12.24% |
$217K - $225K
|
36.4K
$2.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.93K+ 99.62% |
$215K - $223K
|
7.88K
$442K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.88K+ 13.7% |
$212K - $220K
|
32.2K
$1.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.3K+ 31.65% |
$180K - $187K
|
13.7K
$769K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.05K+ 0.9% |
$167K - $173K
|
342K
$19.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
3KNew |
$164K - $170K
|
3K
$168K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 4.51% |
$145K - $151K
|
61.6K
$3.45M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.94K+ 3.25% |
$106K - $110K
|
61.8K
$3.46M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.78K+ 11.62% |
$97.2K - $101K
|
17.1K
$958K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 6.95% |
$97.1K - $101K
|
27.4K
$1.53M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.76K+ 5.97% |
$96.1K - $99.6K
|
31.2K
$1.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
939+ 6.34% |
$51.3K - $53.2K
|
15.7K
$883K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
552+ 14.91% |
$30.2K - $31.3K
|
4.25K
$239K
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
399+ 2.93% |
$21.8K - $22.6K
|
14K
$787K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
313+ 4.04% |
$17.1K - $17.7K
|
8.05K
$452K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
149+ 2.89% |
$8.14K - $8.45K
|
5.3K
$297K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
103+ 0.35% |
$5.63K - $5.84K
|
29.6K
$1.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
59+ 1.21% |
$3.22K - $3.34K
|
4.94K
$277K
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
31+ 0.69% |
$1.69K - $1.76K
|
4.54K
$255K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
19+ 32.76% |
$1.04K - $1.08K
|
77
$4.32K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13+ 0.32% |
$711 - $737
|
4.04K
$226K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.17% |
$492 - $510
|
5.31K
$298K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.17% |
$219 - $227
|
2.37K
$133K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4+ 0.74% |
$219 - $227
|
548
$30.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.04% |
$109 - $113
|
5.69K
$319K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5- 0.06% |
$273 - $283
|
8.37K
$470K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-19- 0.36% |
$1.04K - $1.08K
|
5.21K
$292K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31- 33.7% |
$1.69K - $1.76K
|
61
$3.42K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-250- 4.29% |
$13.7K - $14.2K
|
5.58K
$313K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-270- 3.29% |
$14.8K - $15.3K
|
7.94K
$445K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-408- 1.36% |
$22.3K - $23.1K
|
29.6K
$1.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-589- 3.47% |
$32.2K - $33.4K
|
16.4K
$918K
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-731- 4.41% |
$40K - $41.4K
|
15.9K
$889K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 1.42% |
$86.8K - $90K
|
111K
$6.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.96K- 14.67% |
$107K - $111K
|
11.4K
$638K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-4.04K- 4.24% |
$221K - $229K
|
91.3K
$5.12M
|
|