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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.25KNew |
$103K - $127K
|
1.25K
$115K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
900+ 9.31% |
$74.5K - $91.7K
|
10.6K
$976K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
873+ 5.33% |
$72.3K - $88.9K
|
17.2K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
840+ 12.05% |
$69.5K - $85.5K
|
7.81K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
690+ 20.26% |
$57.1K - $70.3K
|
4.1K
$378K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
559+ 3.59% |
$46.3K - $56.9K
|
16.1K
$1.49M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
465+ 4.59% |
$38.5K - $47.4K
|
10.6K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
433+ 4.85% |
$35.8K - $44.1K
|
9.36K
$865K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
395+ 1.46% |
$32.7K - $40.2K
|
27.5K
$2.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
388+ 1.63% |
$32.1K - $39.5K
|
24.2K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
363+ 0.26% |
$30K - $37K
|
141K
$13M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
352New |
$29.1K - $35.8K
|
352
$32.5K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
350New |
$29K - $35.6K
|
350
$32.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
346+ 4.16% |
$28.6K - $35.2K
|
8.67K
$801K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
344+ 7.82% |
$28.5K - $35K
|
4.74K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
344+ 5.61% |
$28.5K - $35K
|
6.47K
$598K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
317+ 1.77% |
$26.2K - $32.3K
|
18.2K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
311+ 9.5% |
$25.7K - $31.7K
|
3.59K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
288+ 2.37% |
$23.8K - $29.3K
|
12.4K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
279New |
$23.1K - $28.4K
|
279
$25.8K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
261New |
$21.6K - $26.6K
|
261
$24.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
253New |
$20.9K - $25.8K
|
253
$23.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
248+ 18.01% |
$20.5K - $25.3K
|
1.63K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
229New |
$19K - $23.3K
|
229
$21.2K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
228New |
$18.9K - $23.2K
|
228
$21.1K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
208+ 4.17% |
$17.2K - $21.2K
|
5.2K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
187+ 2.86% |
$15.5K - $19K
|
6.74K
$622K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
162New |
$13.4K - $16.5K
|
162
$15K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
151+ 251.67% |
$12.5K - $15.4K
|
211
$19.5K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
133+ 0.75% |
$11K - $13.5K
|
17.9K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
130+ 17.31% |
$10.8K - $13.2K
|
881
$81.4K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
124+ 2.93% |
$10.3K - $12.6K
|
4.35K
$402K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
106New |
$8.77K - $10.8K
|
106
$9.79K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 1.2% |
$8.28K - $10.2K
|
8.41K
$777K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
93New |
$7.7K - $9.47K
|
93
$8.59K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85+ 5.16% |
$7.04K - $8.66K
|
1.73K
$160K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 0.73% |
$6.7K - $8.25K
|
11.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
65+ 2.92% |
$5.38K - $6.62K
|
2.29K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
65New |
$5.38K - $6.62K
|
65
$6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
62+ 68.13% |
$5.13K - $6.31K
|
153
$14.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
51+ 425.0% |
$4.22K - $5.19K
|
63
$5.82K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$4.14K - $5.09K
|
50
$4.62K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46+ 6.75% |
$3.81K - $4.68K
|
727
$67.2K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
34+ 1.15% |
$2.81K - $3.46K
|
3K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28+ 0.19% |
$2.32K - $2.85K
|
15.1K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 2.05% |
$2.23K - $2.75K
|
1.35K
$124K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
25+ 12.44% |
$2.07K - $2.55K
|
226
$20.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
24+ 61.54% |
$1.99K - $2.44K
|
63
$5.82K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21+ 0.27% |
$1.74K - $2.14K
|
7.9K
$730K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11New |
$910 - $1.12K
|
11
$1.02K
|