Latest Institutional Purchases of Fidelity High Dividend ETF (FDVV)
This list provides information on the latest institutional transactions involving Fidelity High Dividend ETF (FDVV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
800New |
$33.5K - $36.2K
|
800
$40.4K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
418+ 4.46% |
$17.5K - $18.9K
|
9.8K
$495K
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 3.21% |
$12.6K - $13.6K
|
9.65K
$488K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$503 - $544
|
12
$607
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$168 - $181
|
11.8K
$597K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.58% |
$41.9 - $45.3
|
174
$8.8K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.17% |
$41.9 - $45.3
|
47
$2.38K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78.9K+ 924.79% |
$2.93M - $3.35M
|
87.4K
$4.42M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.2K+ 37.84% |
$603K - $690K
|
59.2K
$2.99M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.48KNew |
$315K - $360K
|
8.48K
$429K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
7.5KNew |
$278K - $319K
|
7.5K
$379K
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
5.92KNew |
$219K - $251K
|
5.92K
$299K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.84KNew |
$217K - $248K
|
5.84K
$295K
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.7KNew |
$211K - $242K
|
5.7K
$288K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.03KNew |
$187K - $214K
|
5.03K
$254K
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$186K - $212K
|
5K
$253K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
641New |
$23.8K - $27.2K
|
641
$32.4K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
236New |
$8.76K - $10K
|
236
$11.9K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
135New |
$5.01K - $5.74K
|
135
$6.83K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30New |
$1.11K - $1.27K
|
30
$1.52K
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2+ 0.81% |
$74.2 - $85
|
249
$12.6K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5K+ 3.86% |
$404K - $436K
|
282K
$14.3M
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
10.2KNew |
$394K - $425K
|
10.2K
$518K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.96KNew |
$345K - $372K
|
8.96K
$453K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.3KNew |
$242K - $262K
|
6.3K
$318K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700New |
$26.9K - $29.1K
|
700
$35.4K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
560New |
$21.5K - $23.3K
|
560
$28.3K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
150New |
$5.77K - $6.23K
|
150
$7.58K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
135New |
$5.19K - $5.61K
|
135
$6.83K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$77.3K - $82.4K
|
2.06K
$104K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
849New |
$31.8K - $33.9K
|
849
$42.9K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
157+ 2.11% |
$5.89K - $6.27K
|
7.59K
$384K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
129New |
$4.84K - $5.15K
|
129
$6.52K
|
|
Q1 2023 | |||||||
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
16.3KNew |
$593K - $652K
|
16.3K
$823K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.2KNew |
$443K - $488K
|
12.2K
$616K
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
9.38KNew |
$341K - $376K
|
9.38K
$474K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
409New |
$14.9K - $16.4K
|
409
$20.7K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
250New |
$9.1K - $10K
|
250
$12.6K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
113New |
$4.11K - $4.53K
|
113
$5.71K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
23New |
$837 - $922
|
23
$1.16K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.1% |
$218 - $240
|
6.09K
$308K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$36.4 - $40.1
|
1
$50.6
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
57.4KNew |
$1.9M - $2.25M
|
57.4K
$2.9M
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.7KNew |
$188K - $224K
|
5.7K
$288K
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.51KNew |
$182K - $216K
|
5.51K
$279K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.45K+ 1240.32% |
$180K - $214K
|
5.88K
$297K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$13.2K - $15.7K
|
400
$20.2K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
124New |
$4.1K - $4.87K
|
124
$6.27K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$826 - $981
|
25
$1.26K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.54KNew |
$282K - $340K
|
8.54K
$432K
|