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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
84New |
$3.65K - $4K
|
84
$4.71K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15New |
$652 - $714
|
15
$841
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
129K+ 565.61% |
$5.43M - $5.86M
|
152K
$8.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
64.8KNew |
$2.72M - $2.94M
|
64.8K
$3.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.1KNew |
$464K - $501K
|
11.1K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 6.71% |
$451K - $487K
|
171K
$9.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.84KNew |
$371K - $400K
|
8.84K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.69KNew |
$197K - $213K
|
4.69K
$263K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.63KNew |
$194K - $210K
|
4.63K
$260K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.5KNew |
$189K - $204K
|
4.5K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.94K+ 1.84% |
$165K - $179K
|
218K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3.58K+ 15.33% |
$150K - $162K
|
26.9K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
870New |
$36.5K - $39.4K
|
870
$48.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
418+ 4.46% |
$17.5K - $18.9K
|
9.8K
$549K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$503 - $544
|
12
$673
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$168 - $181
|
11.8K
$662K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.58% |
$41.9 - $45.3
|
174
$9.76K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.2K+ 37.84% |
$603K - $690K
|
59.2K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.48KNew |
$315K - $360K
|
8.48K
$476K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
7.5KNew |
$278K - $319K
|
7.5K
$421K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
5.92KNew |
$219K - $251K
|
5.92K
$332K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.84KNew |
$217K - $248K
|
5.84K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.7KNew |
$211K - $242K
|
5.7K
$320K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$186K - $212K
|
5K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
641New |
$23.8K - $27.2K
|
641
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
135New |
$5.01K - $5.74K
|
135
$7.57K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30New |
$1.11K - $1.27K
|
30
$1.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2+ 0.81% |
$74.2 - $85
|
249
$14K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5K+ 3.86% |
$404K - $436K
|
282K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
10.2KNew |
$394K - $425K
|
10.2K
$574K
|
|
|
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
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.3KNew |
$242K - $262K
|
6.3K
$353K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
560New |
$21.5K - $23.3K
|
560
$31.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
150New |
$5.77K - $6.23K
|
150
$8.41K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
135New |
$5.19K - $5.61K
|
135
$7.57K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$77.3K - $82.4K
|
2.06K
$116K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
849New |
$31.8K - $33.9K
|
849
$47.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
157+ 2.11% |
$5.89K - $6.27K
|
7.59K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
129New |
$4.84K - $5.15K
|
129
$7.23K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
16.3KNew |
$593K - $652K
|
16.3K
$913K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.2KNew |
$443K - $488K
|
12.2K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
409New |
$14.9K - $16.4K
|
409
$22.9K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
250New |
$9.1K - $10K
|
250
$14K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
113New |
$4.11K - $4.53K
|
113
$6.34K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.1% |
$218 - $240
|
6.09K
$341K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$36.4 - $40.1
|
1
$56.1
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.51KNew |
$182K - $216K
|
5.51K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.45K+ 1240.32% |
$180K - $214K
|
5.88K
$330K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$13.2K - $15.7K
|
400
$22.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
124New |
$4.1K - $4.87K
|
124
$6.95K
|
|