Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
110K+ 7.97% |
$9.12M - $11.2M
|
1.49M
$138M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.1K+ 168.73% |
$6.55M - $8.06M
|
126K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.3K+ 696.02% |
$6.23M - $7.67M
|
86.1K
$7.96M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
68.1K+ 11.69% |
$5.63M - $6.93M
|
651K
$60.1M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
53.8KNew |
$4.45M - $5.48M
|
53.8K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
30K+ 728.42% |
$2.49M - $3.06M
|
34.2K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.8KNew |
$2.3M - $2.83M
|
27.8K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.2K+ 111.7% |
$1.84M - $2.26M
|
42K
$3.88M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.1K+ 317.65% |
$1.67M - $2.05M
|
26.5K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
19KNew |
$1.57M - $1.94M
|
19K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.8KNew |
$1.55M - $1.91M
|
18.8K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18K+ 32.3% |
$1.49M - $1.84M
|
73.8K
$6.82M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.8K+ 1944.73% |
$1.39M - $1.71M
|
17.6K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 149.75% |
$1.03M - $1.27M
|
20.9K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5K+ 84.07% |
$948K - $1.17M
|
25.1K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.4KNew |
$943K - $1.16M
|
11.4K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.8K+ 23.96% |
$893K - $1.1M
|
55.8K
$5.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.7K+ 8350.78% |
$885K - $1.09M
|
10.8K
$999K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.73KNew |
$723K - $889K
|
8.73K
$806K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
8.04KNew |
$665K - $818K
|
8.04K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.99K+ 7.41% |
$661K - $813K
|
116K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.65K+ 38.45% |
$633K - $779K
|
27.6K
$2.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
6.74KNew |
$558K - $686K
|
6.74K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.97KNew |
$494K - $608K
|
5.97K
$551K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.95K+ 5.51% |
$492K - $606K
|
114K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.74KNew |
$475K - $584K
|
5.74K
$530K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.69K+ 113760.0% |
$471K - $579K
|
5.69K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.57K+ 17.3% |
$379K - $466K
|
31K
$2.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.81K+ 179.8% |
$315K - $388K
|
5.93K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.8K+ 6.69% |
$314K - $387K
|
60.6K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.23K+ 14.33% |
$267K - $329K
|
25.8K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.15KNew |
$261K - $321K
|
3.15K
$291K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.11K+ 80.77% |
$257K - $317K
|
6.96K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.9KNew |
$240K - $295K
|
2.9K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.6K+ 58.83% |
$215K - $265K
|
7.02K
$649K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.59KNew |
$214K - $264K
|
2.59K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 14.34% |
$181K - $223K
|
17.4K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1K+ 44.68% |
$174K - $214K
|
6.8K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 14.77% |
$167K - $206K
|
15.7K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.99K+ 6.38% |
$165K - $203K
|
33.2K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.62K+ 20.4% |
$134K - $165K
|
9.57K
$884K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.58K+ 246.8% |
$131K - $161K
|
2.22K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 3.33% |
$127K - $156K
|
47.5K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.53K+ 51.49% |
$127K - $156K
|
4.51K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.53K+ 3.83% |
$126K - $155K
|
41.4K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.43K+ 2.52% |
$118K - $146K
|
58.2K
$5.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.4K+ 142.51% |
$116K - $142K
|
2.38K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.38K+ 15.48% |
$114K - $141K
|
10.3K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.31K+ 18.21% |
$108K - $133K
|
8.5K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.3K+ 5.25% |
$107K - $132K
|
26K
$2.4M
|