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
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.1K- 44.45% |
$173K - $213K
|
2.62K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.23K- 3.4% |
$184K - $227K
|
63.2K
$5.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.28K- 40.87% |
$188K - $232K
|
3.29K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.36K- 14.83% |
$196K - $241K
|
13.6K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.52K- 84.75% |
$209K - $257K
|
454
$41.9K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.6K- 4.84% |
$215K - $265K
|
51.1K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.96K- 6.86% |
$245K - $302K
|
40.2K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.24K- 12.13% |
$268K - $330K
|
23.4K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.44K- 20.93% |
$367K - $452K
|
16.8K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.49K- 38.87% |
$372K - $457K
|
7.06K
$653K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.01K- 2.57% |
$498K - $612K
|
228K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-6.02K- 16.87% |
$499K - $613K
|
29.7K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.78K- 77.92% |
$726K - $894K
|
2.49K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10.7K- 98.82% |
$885K - $1.09M
|
128
$11.8K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11K- 58.22% |
$911K - $1.12M
|
7.9K
$730K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 16.26% |
$1.01M - $1.25M
|
63K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4K- 7.27% |
$1.03M - $1.27M
|
159K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.4K- 17.06% |
$1.11M - $1.36M
|
65K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.9K- 58.33% |
$1.32M - $1.62M
|
11.4K
$1.05M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16.6K- 62.83% |
$1.38M - $1.69M
|
9.83K
$908K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-21.9K- 1.72% |
$1.81M - $2.23M
|
1.25M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-31K- 30.55% |
$2.57M - $3.16M
|
70.5K
$6.51M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.8K- 36.16% |
$3.21M - $3.96M
|
68.6K
$6.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-42.2K- 4.31% |
$3.49M - $4.29M
|
937K
$86.5M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.2K- 61.25% |
$3.74M - $4.6M
|
28.6K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-69.4K- 69.0% |
$5.75M - $7.07M
|
31.2K
$2.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-71.3K- 70.03% |
$5.9M - $7.26M
|
30.5K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-107K- 6.34% |
$8.87M - $10.9M
|
1.58M
$146M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-151K- 35.83% |
$12.5M - $15.4M
|
270K
$24.9M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-169K- 61.75% |
$14M - $17.2M
|
105K
$9.67M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-240K- 99.43% |
$19.9M - $24.5M
|
1.38K
$127K
|