Milestone Investment Advisors LLC Fidelity High Dividend ETF Transaction History

Milestone Investment Advisors LLC

$395 Million
Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 323,525 shares of FDVV stock, worth $18.1 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares

323,525

Previous 319,085 1.39%

Holding current value

$18.1 Million

Previous $16.6 Million 8.59%

% of portfolio

4.56%

Previous 4.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$52.42 - $55.71 $232,744 - $247,352	4,440 Added 1.39%	323,525 $18 Million
Q2 2025 Aug 13, 2025	BUY	$43.6 - $52.02 $399,506 - $476,659	9,163 Added 2.96%	319,085 $16.6 Million
Q1 2025 Apr 28, 2025	BUY	$48.86 - $52.28 $854,903 - $914,743	17,497 Added 5.98%	309,922 $15.4 Million
Q4 2024 Feb 12, 2025	BUY	$49.66 - $52.63 $1.86 Million - $1.97 Million	37,423 Added 14.68%	292,425 $14.6 Million
Q3 2024 Oct 30, 2024	BUY	$46.26 - $50.65 $1.35 Million - $1.48 Million	29,244 Added 12.95%	255,002 $12.9 Million

Q2 2024 Aug 13, 2024	BUY	$43.48 - $47.63 $7.05 Million - $7.72 Million	162,101 Added 254.65%	225,758 $10.6 Million
Q1 2024 May 14, 2024	BUY	$41.93 - $45.31 $2.67 Million - $2.88 Million	63,657 New	63,657 $2.88 Million

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

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Milestone Investment Advisors LLC Fidelity High Dividend ETF Transaction History