Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-6.21K- 18.17% |
$468K - $587K
|
28K
$2.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.69K- 12.2% |
$580K - $728K
|
55.3K
$5.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.14K- 73.41% |
$688K - $864K
|
3.31K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-10.5K- 55.24% |
$792K - $994K
|
8.52K
$861K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 49.56% |
$936K - $1.18M
|
12.7K
$1.28M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.5K- 44.21% |
$1.01M - $1.27M
|
17K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.6K- 74.78% |
$1.17M - $1.47M
|
5.26K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17K- 54.64% |
$1.28M - $1.61M
|
14.1K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.4K- 35.95% |
$1.76M - $2.21M
|
41.6K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-34.5K- 2.77% |
$2.6M - $3.26M
|
1.21M
$123M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-40.3K- 84.71% |
$3.03M - $3.81M
|
7.27K
$735K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.8K- 34.2% |
$5.86M - $7.36M
|
150K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-102K- 80.76% |
$7.66M - $9.62M
|
24.2K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-134K- 8.97% |
$10.1M - $12.7M
|
1.36M
$138M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-430K- 45.95% |
$32.4M - $40.7M
|
506K
$51.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-659K- 41.65% |
$49.7M - $62.3M
|
924K
$93.4M
|