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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
82.3K+ 399.38% |
$4.31M - $4.58M
|
103K
$5.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.75K+ 27.58% |
$354K - $376K
|
31.2K
$1.75M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 6.61% |
$52.4K - $55.7K
|
16.1K
$905K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 100.07% |
$5.44M - $5.78M
|
208K
$11.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.7K+ 21.94% |
$194K - $206K
|
20.5K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
50.5K+ 10.09% |
$2.65M - $2.81M
|
551K
$30.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
131K+ 23.36% |
$6.88M - $7.31M
|
693K
$38.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
57New |
$2.99K - $3.18K
|
57
$3.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.36K- 15.46% |
$333K - $354K
|
34.8K
$1.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33New |
$1.73K - $1.84K
|
33
$1.85K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.58% |
$157 - $167
|
519
$29.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
150+ 2.65% |
$7.86K - $8.36K
|
5.82K
$326K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-54- 0.88% |
$2.83K - $3.01K
|
6.08K
$341K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.1KNew |
$739K - $786K
|
14.1K
$791K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.39K- 6.56% |
$125K - $133K
|
34.1K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-709- 3.11% |
$37.2K - $39.5K
|
22.1K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 2.97% |
$57.9K - $61.6K
|
36.1K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.63% |
$367 - $390
|
1.11K
$62.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.8KNew |
$252K - $267K
|
4.8K
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
194K+ 361.65% |
$10.2M - $10.8M
|
247K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.95K+ 16.04% |
$260K - $276K
|
35.8K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
202K+ 10.09% |
$10.6M - $11.2M
|
2.2M
$123M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
252+ 3.22% |
$13.2K - $14K
|
8.08K
$453K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
34.2KNew |
$1.79M - $1.91M
|
34.2K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.27K- 6.72% |
$66.4K - $70.5K
|
17.6K
$985K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
4.76K+ 3.7% |
$250K - $265K
|
133K
$7.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
212+ 1.12% |
$11.1K - $11.8K
|
19.1K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 9.51% |
$117K - $124K
|
25.6K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.36K+ 17.4% |
$229K - $243K
|
29.4K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-4.82K- 4.11% |
$253K - $269K
|
112K
$6.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
111K+ 63.5% |
$5.81M - $6.17M
|
285K
$16M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
8.2KNew |
$430K - $457K
|
8.2K
$460K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.05K+ 1.58% |
$55K - $58.4K
|
67.6K
$3.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-883- 0.8% |
$46.3K - $49.2K
|
110K
$6.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-58.7K- 7.1% |
$3.08M - $3.27M
|
768K
$43.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
188New |
$9.85K - $10.5K
|
188
$10.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28.5K+ 36.65% |
$1.49M - $1.59M
|
106K
$5.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-925- 1.06% |
$48.5K - $51.5K
|
86.2K
$4.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
123+ 683.33% |
$6.45K - $6.85K
|
141
$7.91K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
26+ 0.61% |
$1.36K - $1.45K
|
4.32K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
751+ 13.71% |
$39.4K - $41.8K
|
6.23K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.78K+ 3.93% |
$146K - $155K
|
73.5K
$4.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
556+ 5.02% |
$29.1K - $31K
|
11.6K
$652K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.21% |
$577 - $613
|
5.33K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
132+ 2.73% |
$6.92K - $7.35K
|
4.96K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
159K+ 127.69% |
$8.35M - $8.87M
|
284K
$15.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
42.2K+ 77.05% |
$2.21M - $2.35M
|
97K
$5.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-390K- 11.63% |
$20.4M - $21.7M
|
2.96M
$166M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-394- 2.81% |
$20.7K - $21.9K
|
13.6K
$765K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.35K- 14.52% |
$175K - $186K
|
19.7K
$1.11M
|
|