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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
26+ 0.66% |
$1.36K - $1.45K
|
3.99K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
26+ 0.61% |
$1.36K - $1.45K
|
4.32K
$242K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22New |
$1.15K - $1.23K
|
22
$1.23K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15+ 0.29% |
$786 - $836
|
5.19K
$291K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 0.27% |
$577 - $613
|
4.05K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
11+ 0.05% |
$577 - $613
|
22K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.21% |
$577 - $613
|
5.33K
$299K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
8+ 0.14% |
$419 - $446
|
5.59K
$313K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.63% |
$367 - $390
|
1.11K
$62.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.1% |
$262 - $279
|
5.18K
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4+ 0.78% |
$210 - $223
|
518
$29K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.58% |
$157 - $167
|
519
$29.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$105 - $111
|
4.66K
$262K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.57% |
$52.4 - $55.7
|
176
$9.87K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 25.0% |
$52.4 - $55.7
|
5
$280
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.48% |
$52.4 - $55.7
|
209
$11.7K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
171K+ 309.79% |
$7.45M - $8.89M
|
226K
$12.7M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.6K+ 44.84% |
$2.12M - $2.53M
|
157K
$8.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.7K+ 5.71% |
$1.08M - $1.29M
|
458K
$25.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20.9KNew |
$909K - $1.08M
|
20.9K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11.8K+ 61.84% |
$516K - $616K
|
31K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.92K+ 20.48% |
$345K - $412K
|
46.6K
$2.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
6.88KNew |
$300K - $358K
|
6.88K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.15KNew |
$268K - $320K
|
6.15K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
5.96K+ 7.31% |
$260K - $310K
|
87.5K
$4.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.63KNew |
$245K - $293K
|
5.63K
$316K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.91KNew |
$170K - $203K
|
3.91K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.85K+ 44.57% |
$80.7K - $96.3K
|
6.01K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.41K+ 16.24% |
$61.3K - $73.1K
|
10.1K
$564K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.13K+ 17.86% |
$49.1K - $58.5K
|
7.43K
$416K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.05K+ 3.38% |
$45.8K - $54.6K
|
32.1K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
750New |
$32.7K - $39K
|
750
$42.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
600New |
$26.2K - $31.2K
|
600
$33.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
433New |
$18.9K - $22.5K
|
433
$24.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
282New |
$12.3K - $14.7K
|
282
$15.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
191New |
$8.33K - $9.94K
|
191
$10.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
110New |
$4.8K - $5.72K
|
110
$6.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
63+ 0.88% |
$2.75K - $3.28K
|
7.19K
$403K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
52New |
$2.27K - $2.71K
|
52
$2.92K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50+ 100.0% |
$2.18K - $2.6K
|
100
$5.61K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40New |
$1.74K - $2.08K
|
40
$2.24K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
72.1KNew |
$3.52M - $3.77M
|
72.1K
$4.05M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
22.3KNew |
$1.09M - $1.17M
|
22.3K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.8KNew |
$724K - $774K
|
14.8K
$831K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
9.21K+ 3020.66% |
$450K - $482K
|
9.52K
$534K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
7.73KNew |
$377K - $404K
|
7.73K
$433K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
7.1KNew |
$347K - $371K
|
7.1K
$398K
|
|