Concurrent Investment Advisors, LLC Fidelity High Dividend ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 34,062 shares of FDVV stock, worth $1.91 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,062

Previous 36,454 6.56%

Holding current value

$1.91 Million

Previous $1.9 Billion 0.07%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$52.42 - $55.71 $125,388 - $133,258	-2,392 Reduced 6.56%	34,062 $1.9 Billion
Q2 2025 Jul 25, 2025	SELL	$43.6 - $52.02 $271,279 - $323,668	-6,222 Reduced 14.58%	36,454 $1.9 Billion
Q1 2025 Apr 29, 2025	BUY	$48.86 - $52.28 $73,534 - $78,681	1,505 Added 3.66%	42,676 $2.12 Billion
Q4 2024 Feb 03, 2025	SELL	$49.66 - $52.63 $19,466 - $20,630	-392 Reduced 0.94%	41,171 $2.06 Billion
Q3 2024 Oct 30, 2024	BUY	$46.26 - $50.65 $1.1 Million - $1.21 Million	23,884 Added 135.1%	41,563 $2.11 Billion

Q2 2024 Jul 30, 2024	SELL	$43.48 - $47.63 $204,573 - $224,099	-4,705 Reduced 21.02%	17,679 $827 Million
Q1 2024 May 07, 2024	SELL	$41.93 - $45.31 $111,869 - $120,887	-2,668 Reduced 10.65%	22,384 $1.01 Billion
Q4 2023 Apr 15, 2024	BUY	$37.1 - $42.49 $929,429 - $1.06 Million	25,052 New	25,052 $1.06 Billion

Others Institutions Holding FDVV

# of Institutions

426

Shares Held

51.6M

Call Options Held

16.4K

Put Options Held

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

More about FDVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Fidelity High Dividend ETF Transaction History