Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI IND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
46.3KNew |
$3.26M - $3.58M
|
46.3K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
15.1KNew |
$1.06M - $1.17M
|
15.1K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.9K+ 37.34% |
$909K - $1M
|
47.5K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
12KNew |
$842K - $927K
|
12K
$875K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
9.85K+ 70.99% |
$693K - $763K
|
23.7K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.88KNew |
$554K - $610K
|
7.88K
$576K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.02KNew |
$493K - $543K
|
7.02K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.95K+ 56.11% |
$489K - $538K
|
19.3K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.94KNew |
$488K - $537K
|
6.94K
$507K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
6.31K+ 285.22% |
$444K - $488K
|
8.52K
$623K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.66K+ 9.83% |
$398K - $438K
|
63.2K
$4.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$379K - $418K
|
5.4K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.79KNew |
$337K - $371K
|
4.79K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
3.98K+ 25.79% |
$280K - $308K
|
19.4K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.77K+ 21.36% |
$265K - $292K
|
21.4K
$1.57M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.71KNew |
$261K - $287K
|
3.71K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.57K+ 17.59% |
$251K - $276K
|
23.8K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.96KNew |
$208K - $229K
|
2.96K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.88K+ 210.9% |
$203K - $223K
|
4.25K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.69K+ 1.76% |
$189K - $208K
|
155K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.83K+ 63.82% |
$129K - $142K
|
4.7K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.62K+ 5792.86% |
$114K - $126K
|
1.65K
$121K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56K+ 51933.33% |
$110K - $121K
|
1.56K
$114K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19K+ 16.64% |
$83.7K - $92.1K
|
8.34K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.19K+ 4.4% |
$83.5K - $91.9K
|
28.2K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
892+ 4.97% |
$62.7K - $69K
|
18.8K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
806+ 2.73% |
$56.7K - $62.4K
|
30.4K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
498+ 8.48% |
$35K - $38.5K
|
6.37K
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
434New |
$30.5K - $33.6K
|
434
$31.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$17.6K - $19.3K
|
250
$18.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
204+ 5.45% |
$14.3K - $15.8K
|
3.95K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
195+ 0.7% |
$13.7K - $15.1K
|
28.1K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
140+ 2.58% |
$9.84K - $10.8K
|
5.57K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
104New |
$7.31K - $8.05K
|
104
$7.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
100+ 24.33% |
$7.03K - $7.74K
|
511
$37.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
99New |
$6.96K - $7.66K
|
99
$7.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
70New |
$4.92K - $5.42K
|
70
$5.11K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
62+ 0.57% |
$4.36K - $4.8K
|
11K
$805K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
48+ 1.36% |
$3.37K - $3.71K
|
3.57K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
37New |
$2.6K - $2.86K
|
37
$2.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
35+ 0.69% |
$2.46K - $2.71K
|
5.12K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25+ 0.52% |
$1.76K - $1.93K
|
4.83K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 0.54% |
$1.55K - $1.7K
|
4.11K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
19+ 0.28% |
$1.34K - $1.47K
|
6.91K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12New |
$844 - $929
|
12
$877
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$703 - $774
|
10
$731
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.06% |
$141 - $155
|
3.08K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.57% |
$70.3 - $77.4
|
175
$12.8K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-27- 0.53% |
$1.9K - $2.09K
|
5.04K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-31- 0.27% |
$2.18K - $2.4K
|
11.6K
$847K
|