Purchases and Sales Made in Q4 2024 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY HIGH DIVIDEND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.85KNew |
$241K - $255K
|
4.85K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
4.84KNew |
$240K - $254K
|
4.84K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.81K+ 17.43% |
$239K - $253K
|
32.4K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$237K - $251K
|
4.77K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.69K+ 113.74% |
$233K - $247K
|
8.81K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.61KNew |
$229K - $243K
|
4.61K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.47KNew |
$222K - $235K
|
4.47K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.43K+ 34.06% |
$220K - $233K
|
17.4K
$901K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.41KNew |
$219K - $232K
|
4.41K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.41KNew |
$219K - $232K
|
4.41K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.3K+ 30.16% |
$214K - $226K
|
18.6K
$960K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.23KNew |
$210K - $223K
|
4.23K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.2KNew |
$209K - $221K
|
4.2K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.13KNew |
$205K - $217K
|
4.13K
$214K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.65K+ 32.86% |
$181K - $192K
|
14.7K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.52K+ 9.56% |
$175K - $185K
|
40.3K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.36KNew |
$167K - $177K
|
3.36K
$174K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.32K+ 26.75% |
$165K - $175K
|
15.7K
$815K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.3K+ 9.21% |
$164K - $174K
|
39.1K
$2.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.3K+ 6.98% |
$164K - $173K
|
50.5K
$2.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.26K+ 3.81% |
$162K - $172K
|
89K
$4.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.16K+ 3.88% |
$157K - $166K
|
84.7K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.07K+ 20.44% |
$152K - $161K
|
18.1K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.98K+ 0.39% |
$148K - $157K
|
763K
$39.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.73KNew |
$135K - $143K
|
2.73K
$141K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.63K+ 3.1% |
$131K - $138K
|
87.5K
$4.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.58KNew |
$128K - $136K
|
2.58K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.49K+ 56.0% |
$123K - $131K
|
6.93K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.36K+ 19.54% |
$117K - $124K
|
14.4K
$747K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.23K+ 3.0% |
$110K - $117K
|
76.4K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.18K+ 253.43% |
$108K - $115K
|
3.04K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.09K+ 31.62% |
$104K - $110K
|
8.7K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2KNew |
$99.3K - $105K
|
2K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2KNew |
$99.3K - $105K
|
2K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.98K+ 0.96% |
$98.3K - $104K
|
208K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1.96KNew |
$97.5K - $103K
|
1.96K
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 16.03% |
$96.7K - $103K
|
14.1K
$729K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.85K+ 15.78% |
$91.7K - $97.2K
|
13.6K
$701K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.79K+ 6.21% |
$88.9K - $94.2K
|
30.6K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.7KNew |
$84.6K - $89.7K
|
1.7K
$88.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.54K+ 4.07% |
$76.7K - $81.3K
|
39.5K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.53K+ 10.42% |
$75.8K - $80.4K
|
16.2K
$837K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.52K+ 0.76% |
$75.4K - $79.9K
|
202K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.44K+ 4.49% |
$71.5K - $75.7K
|
33.5K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.35K+ 21.88% |
$67K - $71.1K
|
7.52K
$389K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.29K+ 36.89% |
$64.1K - $67.9K
|
4.79K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.18KNew |
$58.8K - $62.3K
|
1.18K
$61.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.15K+ 27.87% |
$57.2K - $60.6K
|
5.28K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.13K+ 8.05% |
$56.1K - $59.4K
|
15.2K
$784K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.03K+ 6.53% |
$51.1K - $54.2K
|
16.8K
$870K
|