Kingswood Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,230 shares of FDVV stock, worth $349,378. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,230
Previous 5,479 13.71%
Holding current value
$349,378
Previous $285 Million 21.78%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$52.42 - $55.71 $39,367 - $41,838
751 Added 13.71%
6,230 $347 Million
Q2 2025

Jul 23, 2025
SELL
$43.6 - $52.02 $2,005 - $2,392
-46 Reduced 0.83%
5,479 $285 Million
Q1 2025

Jul 25, 2025
BUY
$48.86 - $52.28 $2,247 - $2,404
46 Added 0.84%
5,525 $274 Million
Q1 2025

Apr 21, 2025
SELL
$48.86 - $52.28 $42,752 - $45,745
-875 Reduced 13.67%
5,525 $274 Million
Q4 2024

Jan 22, 2025
BUY
$49.66 - $52.63 $39,876 - $42,261
803 Added 14.35%
6,400 $320 Million
Q3 2024

Oct 21, 2024
BUY
$46.26 - $50.65 $28,773 - $31,504
622 Added 12.5%
5,597 $283 Million
Q2 2024

Jul 09, 2024
BUY
$43.48 - $47.63 $43 - $47
1 Added 0.02%
4,975 $233 Million
Q1 2024

Apr 15, 2024
SELL
$41.93 - $45.31 $36,730 - $39,691
-876 Reduced 14.97%
4,974 $225 Million
Q4 2023

Jan 16, 2024
BUY
$37.1 - $42.49 $217,035 - $248,566
5,850 New
5,850 $247 Million

Others Institutions Holding FDVV

# of Institutions
426
Shares Held
51.6M
Call Options Held
16.4K
Put Options Held
0
View Full List

About FIDELITY HIGH DIVIDEND ETF

FDVV Quotes by TradingView
  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
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