Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Divid Et (FDRR)
This table provides information about the institutional ownership of Fidelity Covington Tr Divid Et (FDRR) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR DIVID ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
156K+ 18.69% |
$7.92M - $8.36M
|
988K
$51.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.68KNew |
$289K - $305K
|
5.68K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.8KNew |
$244K - $258K
|
4.8K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.45KNew |
$226K - $239K
|
4.45K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.7K+ 19.54% |
$86.6K - $91.4K
|
10.4K
$541K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 23.75% |
$81.8K - $86.4K
|
8.37K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
714+ 4.52% |
$36.4K - $38.4K
|
16.5K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
691+ 12.68% |
$35.2K - $37.2K
|
6.14K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
461+ 45.96% |
$23.5K - $24.8K
|
1.46K
$76.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
115New |
$5.86K - $6.18K
|
115
$5.99K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 4.45% |
$3.36K - $3.55K
|
1.55K
$80.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
38+ 0.87% |
$1.94K - $2.04K
|
4.4K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
13New |
$662 - $699
|
13
$677
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-27- 0.48% |
$1.38K - $1.45K
|
5.65K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 0.63% |
$3.31K - $3.5K
|
10.2K
$532K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-250- 4.88% |
$12.7K - $13.4K
|
4.88K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-419- 0.5% |
$21.3K - $22.5K
|
82.6K
$4.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-715- 1.18% |
$36.4K - $38.4K
|
59.8K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.67K- 2.57% |
$85.2K - $89.9K
|
63.3K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.94K- 21.51% |
$99K - $105K
|
7.1K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.95K- 29.65% |
$150K - $159K
|
7.01K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.74K- 32.39% |
$190K - $201K
|
7.8K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.2K- 8.83% |
$877K - $926K
|
178K
$9.25M
|