Sequoia Financial Advisors, LLC Fidelity High Dividend ETF Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 14,889 shares of FDVV stock, worth $731,347. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,889

Previous 14,703 1.27%

Holding current value

$731,347

Previous $744,000 0.13%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$49.66 - $52.63 $9,236 - $9,789	186 Added 1.27%	14,889 $743,000
Q3 2024 Oct 21, 2024	SELL	$46.26 - $50.65 $101,355 - $110,974	-2,191 Reduced 12.97%	14,703 $744,000
Q2 2024 Jul 15, 2024	SELL	$43.48 - $47.63 $826 - $904	-19 Reduced 0.11%	16,894 $790,000
Q1 2024 Apr 30, 2024	BUY	$41.93 - $45.31 $1,132 - $1,223	27 Added 0.16%	16,913 $766,000
Q4 2023 Jan 25, 2024	BUY	$37.1 - $42.49 $99,279 - $113,703	2,676 Added 18.83%	16,886 $713,000
Q3 2023 Nov 08, 2023	SELL	$38.46 - $41.54 $29,383 - $31,736	-764 Reduced 5.1%	14,210 $548,000
Q2 2023 Aug 08, 2023	BUY	$37.5 - $39.94 $145,012 - $154,447	3,867 Added 34.82%	14,974 $595,000
Q1 2023 Apr 24, 2023	BUY	$36.4 - $40.08 $8,481 - $9,338	233 Added 2.14%	11,107 $422,000
Q4 2022 Feb 10, 2023	SELL	$33.05 - $39.24 $47,558 - $56,466	-1,439 Reduced 11.69%	10,874 $405,000
Q4 2022 Jan 17, 2023	SELL	$33.05 - $39.24 $224,872 - $266,988	-6,804 Reduced 35.59%	12,313 $0
Q3 2022 Oct 26, 2022	SELL	$33.02 - $39.84 $15,585 - $18,804	-472 Reduced 2.41%	19,117 $631,000
Q2 2022 Jul 22, 2022	BUY	$34.91 - $41.92 $83,958 - $100,817	2,405 Added 14.0%	19,589 $704,000
Q1 2022 May 13, 2022	BUY	$38.88 - $42.25 $668,113 - $726,024	17,184 New	17,184 $715,000

Others Institutions Holding FDVV

# of Institutions

321

Shares Held

30.4M

Call Options Held

13.7K

Put Options Held

1.7K

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
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Sequoia Financial Advisors, LLC Fidelity High Dividend ETF Transaction History