Latest Institutional Transactions on Fidelity High Dividend ETF (FDVV)
This table provides information on the latest institutional transactions involving Fidelity High Dividend ETF (FDVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.4K+ 27.07% |
$2.43M - $2.66M
|
246K
$12.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14K- 50.56% |
$646K - $708K
|
13.7K
$687K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
98.9KNew |
$4.57M - $5.01M
|
98.9K
$4.97M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-94- 2.41% |
$4.35K - $4.76K
|
3.81K
$192K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
346+ 2.49% |
$16K - $17.5K
|
14.3K
$717K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
74.7K+ 14.82% |
$3.46M - $3.79M
|
579K
$29.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.3K+ 156.52% |
$478K - $524K
|
17K
$852K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
32+ 0.15% |
$1.48K - $1.62K
|
21.1K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.7K+ 31.09% |
$3.36M - $3.68M
|
307K
$15.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11KNew |
$510K - $558K
|
11K
$554K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.47KNew |
$68.1K - $74.6K
|
1.47K
$74.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.1KNew |
$930K - $1.02M
|
20.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 7.49% |
$84.4K - $92.4K
|
26.2K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.27K+ 45.45% |
$429K - $469K
|
29.7K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-194- 2.85% |
$8.97K - $9.83K
|
6.61K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.27K+ 17.22% |
$244K - $267K
|
35.8K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8K+ 29.94% |
$176K - $193K
|
16.5K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.8K+ 6.83% |
$964K - $1.06M
|
326K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.56K+ 21.73% |
$304K - $332K
|
36.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-89- 1.86% |
$4.12K - $4.51K
|
4.7K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.84K+ 7.45% |
$270K - $296K
|
84.2K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.5K+ 49.91% |
$1.14M - $1.24M
|
73.7K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
62.6K+ 45.17% |
$2.9M - $3.17M
|
201K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.97K- 10.86% |
$184K - $201K
|
32.6K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.79K+ 2.24% |
$82.8K - $90.7K
|
81.8K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.43KNew |
$251K - $275K
|
5.43K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
400+ 19.05% |
$18.5K - $20.3K
|
2.5K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-693- 1.5% |
$32.1K - $35.1K
|
45.4K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.5K- 5.17% |
$440K - $481K
|
174K
$8.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.1K+ 70.34% |
$143K - $157K
|
7.51K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
191+ 1.89% |
$8.84K - $9.67K
|
10.3K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
55.6KNew |
$2.57M - $2.82M
|
55.6K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-141K- 47.13% |
$6.51M - $7.13M
|
158K
$7.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.18K- 9.13% |
$193K - $212K
|
41.6K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.31K- 1.56% |
$200K - $218K
|
272K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
12.1KNew |
$559K - $612K
|
12.1K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-593- 0.29% |
$27.4K - $30K
|
206K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.75K+ 5.29% |
$266K - $291K
|
115K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.68KNew |
$124K - $135K
|
2.68K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
178K+ 245.26% |
$8.22M - $9M
|
250K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
243K+ 18.28% |
$11.2M - $12.3M
|
1.57M
$79M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.79K+ 2.24% |
$82.6K - $90.4K
|
81.5K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-83.6K- 7.4% |
$3.87M - $4.24M
|
1.05M
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.84K+ 88.94% |
$131K - $144K
|
6.03K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.4K+ 4.52% |
$157K - $172K
|
78.6K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.44KNew |
$205K - $225K
|
4.44K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.55KNew |
$303K - $332K
|
6.55K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.9K+ 26.02% |
$921K - $1.01M
|
96.4K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
98.9K+ 16.41% |
$4.57M - $5.01M
|
701K
$35.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
825+ 0.6% |
$38.2K - $41.8K
|
139K
$6.99M
|