Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-575- 6.47% |
$49.1K - $59.9K
|
8.31K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-634- 3.1% |
$54.1K - $66.1K
|
19.8K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-888- 2.38% |
$75.8K - $92.6K
|
36.4K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-946- 5.6% |
$80.7K - $98.6K
|
15.9K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-948- 10.2% |
$80.9K - $98.8K
|
8.35K
$706K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.01K- 32.19% |
$85.8K - $105K
|
2.12K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.06K- 25.23% |
$90K - $110K
|
3.13K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 77.48% |
$96.6K - $118K
|
329
$27.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.13K- 3.68% |
$96.8K - $118K
|
29.6K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.22K- 8.03% |
$104K - $127K
|
14K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 23.0% |
$108K - $132K
|
4.23K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.3K- 5.19% |
$111K - $136K
|
23.8K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 16.05% |
$145K - $178K
|
8.92K
$755K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.79K- 1.73% |
$152K - $186K
|
102K
$8.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.25K- 43.04% |
$192K - $235K
|
2.98K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.28K- 20.33% |
$194K - $237K
|
8.93K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.69K- 11.26% |
$230K - $281K
|
21.2K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.73K- 2.48% |
$233K - $285K
|
107K
$9.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.06K- 2.95% |
$261K - $319K
|
101K
$8.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.13K- 7.14% |
$352K - $430K
|
53.7K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.81K- 26.08% |
$410K - $501K
|
13.6K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.54K- 99.91% |
$473K - $577K
|
5
$423
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.8K- 5.19% |
$1.09M - $1.33M
|
234K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19.3K- 1.94% |
$1.65M - $2.02M
|
979K
$82.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.7K- 2.21% |
$2.45M - $2.99M
|
1.27M
$107M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-38.6K- 77.43% |
$3.3M - $4.03M
|
11.3K
$953K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-59.6K- 88.43% |
$5.08M - $6.21M
|
7.8K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.2K- 49.46% |
$6.16M - $7.52M
|
73.8K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76.9K- 4.35% |
$6.56M - $8.02M
|
1.69M
$143M
|