Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Con (FDIS)

FDIS Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q2 2024. 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
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
174K
+ 84.65%
$13.2M - $14.3M
380K $33.4M
Aug 14, 2024 Q2 2024
Kovitz Investment Group Partners, LLC

BUY
 -
104K
New
$7.92M - $8.56M
104K $9.19M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
69.5K
+ 42.48%
$5.26M - $5.69M
233K $20.5M
Aug 14, 2024 Q2 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
56.9K
+ 4.62%
$4.31M - $4.66M
1.29M $113M
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
47.2K
+ 613.05%
$3.58M - $3.87M
54.9K $4.83M
Aug 13, 2024 Q2 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
46.4K
New
$3.52M - $3.8M
46.4K $4.08M
Aug 02, 2024 Q2 2024
Win Advisors, Inc

BUY
 -
34.2K
New
$2.59M - $2.8M
34.2K $3.01M
Aug 05, 2024 Q2 2024
Monumental Financial Group Inc.

BUY
 -
33.1K
+ 18.01%
$2.51M - $2.71M
217K $19.1M
Aug 07, 2024 Q2 2024
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
31.7K
+ 18.37%
$2.4M - $2.6M
204K $18M
Aug 12, 2024 Q2 2024
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
24.7K
+ 1.97%
$1.87M - $2.02M
1.28M $113M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
19.6K
+ 14.05%
$1.49M - $1.61M
159K $14M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
15.2K
+ 156.55%
$1.15M - $1.24M
24.8K $2.18M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
13.3K
+ 150.69%
$1.01M - $1.09M
22.1K $1.94M
Aug 12, 2024 Q2 2024
Citigroup Inc

BUY
 -
8.94K
+ 575.55%
$678K - $733K
10.5K $923K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.34K
+ 7.87%
$632K - $683K
114K $10M
Aug 13, 2024 Q2 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
7.75K
+ 347.0%
$588K - $635K
9.99K $878K
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.25K
+ 29.33%
$550K - $594K
32K $2.81M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.81K
+ 8.17%
$441K - $476K
77K $6.77M
Jul 30, 2024 Q2 2024
Advisors Preferred, LLC

Rockville, MD
BUY
 -
5.58K
+ 430.22%
$423K - $457K
6.88K $605K
Jul 12, 2024 Q2 2024
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
5.08K
+ 178.99%
$385K - $416K
7.92K $696K
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
4.47K
+ 20.59%
$339K - $366K
26.2K $2.3M
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
4.37K
+ 7.65%
$331K - $358K
61.5K $5.41M
Jul 30, 2024 Q2 2024
Vci Wealth Management LLC

St Louis, MO
BUY
 -
4.15K
+ 33.7%
$315K - $340K
16.5K $1.45M
Jul 22, 2024 Q2 2024
Centennial Wealth Advisory LLC

BUY
 -
3.41K
New
$259K - $279K
3.41K $300K
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
3.4K
+ 7.12%
$257K - $278K
51.1K $4.49M
Aug 13, 2024 Q2 2024
Trustco Bank Corp N Y

Albany, NY
BUY
 -
2.8K
New
$212K - $229K
2.8K $246K
Aug 14, 2024 Q2 2024
Northern Trust Corp

Chicago, IL
BUY
 -
2.71K
New
$205K - $222K
2.71K $238K
Jul 29, 2024 Q2 2024
Penobscot Wealth Management

BUY
 -
2.45K
+ 8.36%
$186K - $201K
31.8K $2.8M
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
2.39K
+ 52.44%
$181K - $196K
6.95K $611K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
2.1K
+ 5.61%
$159K - $172K
39.6K $3.48M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
2.04K
+ 10.95%
$154K - $167K
20.6K $1.81M
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.83K
+ 18.44%
$139K - $150K
11.8K $1.03M
Jul 23, 2024 Q2 2024
American National Bank

BUY
 -
1.82K
+ 273.42%
$138K - $149K
2.49K $219K
Jul 18, 2024 Q2 2024
Brookstone Capital Management

BUY
 -
1.81K
+ 3.93%
$137K - $148K
47.7K $4.2M
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
1.66K
+ 36.97%
$126K - $136K
6.14K $540K
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
1.64K
+ 15.58%
$124K - $134K
12.1K $1.07M
Aug 07, 2024 Q2 2024
Hilton Capital Management, LLC

BUY
 -
1.61K
+ 57.36%
$122K - $132K
4.41K $387K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
1.57K
New
$119K - $128K
1.57K $138K
Aug 12, 2024 Q2 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.29K
New
$97.4K - $105K
1.29K $113K
Aug 14, 2024 Q2 2024
Jane Street Group, LLC

New York, NY
BUY
 -
1.23K
+ 4.96%
$93.2K - $101K
26K $2.29M
Aug 14, 2024 Q2 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.16K
+ 6.43%
$88.2K - $95.3K
19.3K $1.69M
Jul 23, 2024 Q2 2024
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
1.09K
+ 3.15%
$82.9K - $89.6K
35.8K $3.15M
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.06K
+ 17.77%
$80.3K - $86.8K
7.03K $618K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.04K
New
$78.7K - $85K
1.04K $91.3K
Jul 17, 2024 Q2 2024
J.Safra Asset Management Corp

BUY
 -
963
New
$73K - $78.9K
963 $84.7K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
889
+ 123.3%
$67.4K - $72.8K
1.61K $142K
Jul 12, 2024 Q2 2024
Maltin Wealth Management, Inc.

BUY
 -
781
+ 2.62%
$59.2K - $64K
30.6K $2.69M
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
776
+ 13.12%
$58.8K - $63.6K
6.69K $588K
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
727
+ 3.07%
$55.1K - $59.5K
24.4K $2.14M

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