Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
3.01K+ 42.73% |
$282K - $314K
|
10.1K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.32KNew |
$217K - $241K
|
2.32K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.18KNew |
$204K - $227K
|
2.18K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.95KNew |
$182K - $202K
|
1.95K
$197K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
821+ 4.5% |
$76.7K - $85.5K
|
19.1K
$1.93M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
757+ 6.36% |
$70.7K - $78.8K
|
12.7K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
256+ 11.08% |
$23.9K - $26.7K
|
2.57K
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75+ 5.45% |
$7.01K - $7.81K
|
1.45K
$147K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 1.77% |
$2.62K - $2.92K
|
1.61K
$163K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.75% |
$93.4 - $104
|
134
$13.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-7- 14.89% |
$654 - $729
|
40
$4.05K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-17- 0.77% |
$1.59K - $1.77K
|
2.18K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-121- 0.5% |
$11.3K - $12.6K
|
24.2K
$2.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-499- 5.98% |
$46.6K - $52K
|
7.85K
$794K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-799- 10.14% |
$74.6K - $83.2K
|
7.08K
$716K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.12K- 0.79% |
$105K - $116K
|
140K
$14.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-6.17K- 11.75% |
$576K - $642K
|
46.4K
$4.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-103K- 96.33% |
$9.62M - $10.7M
|
3.92K
$397K
|