Purchases and Sales Made in Q4 2025 in Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
139KNew |
$7.59M - $7.87M
|
139K
$7.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
80.4KNew |
$4.39M - $4.56M
|
80.4K
$4.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.6K+ 21.97% |
$2.49M - $2.58M
|
253K
$14.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
44.7K+ 7.29% |
$2.44M - $2.53M
|
657K
$36.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
29K+ 6.33% |
$1.58M - $1.64M
|
486K
$27.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.5KNew |
$959K - $995K
|
17.5K
$984K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$635K - $659K
|
11.6K
$652K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
9.76K+ 3.42% |
$534K - $553K
|
295K
$16.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.84K+ 27.19% |
$483K - $501K
|
41.4K
$2.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
7.58K+ 12.94% |
$414K - $430K
|
66.2K
$3.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.89K+ 119.17% |
$377K - $390K
|
12.7K
$711K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.73KNew |
$313K - $325K
|
5.73K
$321K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.26K+ 9.65% |
$288K - $298K
|
59.8K
$3.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.18K+ 16.4% |
$229K - $237K
|
29.7K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.15KNew |
$227K - $235K
|
4.15K
$233K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.97K+ 12.24% |
$217K - $225K
|
36.4K
$2.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.93K+ 99.62% |
$215K - $223K
|
7.88K
$442K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.88K+ 13.7% |
$212K - $220K
|
32.2K
$1.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.3K+ 31.65% |
$180K - $187K
|
13.7K
$769K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.05K+ 0.9% |
$167K - $173K
|
342K
$19.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
3KNew |
$164K - $170K
|
3K
$168K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 4.51% |
$145K - $151K
|
61.6K
$3.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 8.53% |
$123K - $127K
|
28.6K
$1.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.94K+ 3.25% |
$106K - $110K
|
61.8K
$3.46M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.9K+ 8.81% |
$104K - $107K
|
23.4K
$1.31M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.78K+ 11.62% |
$97.2K - $101K
|
17.1K
$958K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 6.95% |
$97.1K - $101K
|
27.4K
$1.53M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.76K+ 5.97% |
$96.1K - $99.6K
|
31.2K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 20.22% |
$75.6K - $78.4K
|
8.23K
$461K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
939+ 6.34% |
$51.3K - $53.2K
|
15.7K
$883K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
595+ 3.11% |
$32.5K - $33.7K
|
19.7K
$1.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
552+ 14.91% |
$30.2K - $31.3K
|
4.25K
$239K
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
399+ 2.93% |
$21.8K - $22.6K
|
14K
$787K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
313+ 4.04% |
$17.1K - $17.7K
|
8.05K
$452K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
149+ 2.89% |
$8.14K - $8.45K
|
5.3K
$297K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
103+ 0.35% |
$5.63K - $5.84K
|
29.6K
$1.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
59+ 1.21% |
$3.22K - $3.34K
|
4.94K
$277K
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
31+ 0.69% |
$1.69K - $1.76K
|
4.54K
$255K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
19+ 32.76% |
$1.04K - $1.08K
|
77
$4.32K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13+ 0.32% |
$711 - $737
|
4.04K
$226K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.17% |
$492 - $510
|
5.31K
$298K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.17% |
$219 - $227
|
2.37K
$133K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4+ 0.74% |
$219 - $227
|
548
$30.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.04% |
$109 - $113
|
5.69K
$319K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5- 0.06% |
$273 - $283
|
8.37K
$470K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-19- 0.36% |
$1.04K - $1.08K
|
5.21K
$292K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31- 33.7% |
$1.69K - $1.76K
|
61
$3.42K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-250- 4.29% |
$13.7K - $14.2K
|
5.58K
$313K
|
|