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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56K+ 51933.33% |
$110K - $121K
|
1.56K
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19K+ 16.64% |
$83.7K - $92.1K
|
8.34K
$548K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.19K+ 4.4% |
$83.5K - $91.9K
|
28.2K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.02K+ 25.73% |
$71.9K - $79.1K
|
4.99K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
896+ 8.07% |
$63K - $69.3K
|
12K
$788K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
892+ 4.97% |
$62.7K - $69K
|
18.8K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
806+ 2.73% |
$56.7K - $62.4K
|
30.4K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
790+ 228.32% |
$55.5K - $61.1K
|
1.14K
$74.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
591+ 9.61% |
$41.6K - $45.7K
|
6.74K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
500New |
$35.2K - $38.7K
|
500
$32.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
498+ 8.48% |
$35K - $38.5K
|
6.37K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
434New |
$30.5K - $33.6K
|
434
$28.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
430+ 1075.0% |
$30.2K - $33.3K
|
470
$30.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
417+ 3.03% |
$29.3K - $32.3K
|
14.2K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
401+ 13.71% |
$28.2K - $31K
|
3.33K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
272+ 1.17% |
$19.1K - $21.1K
|
23.4K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$17.6K - $19.3K
|
250
$16.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
248+ 1.69% |
$17.4K - $19.2K
|
14.9K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
236New |
$16.6K - $18.3K
|
236
$15.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
204+ 5.45% |
$14.3K - $15.8K
|
3.95K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
195+ 0.7% |
$13.7K - $15.1K
|
28.1K
$1.85M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
181+ 2.78% |
$12.7K - $14K
|
6.69K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
140+ 2.58% |
$9.84K - $10.8K
|
5.57K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
132New |
$9.28K - $10.2K
|
132
$8.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
104New |
$7.31K - $8.05K
|
104
$6.83K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
100+ 24.33% |
$7.03K - $7.74K
|
511
$33.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
99New |
$6.96K - $7.66K
|
99
$6.5K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
72+ 1.93% |
$5.06K - $5.57K
|
3.8K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
70New |
$4.92K - $5.42K
|
70
$4.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
68New |
$4.78K - $5.26K
|
68
$4.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
65New |
$4.57K - $5.03K
|
65
$4.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
63+ 2.38% |
$4.43K - $4.88K
|
2.71K
$178K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
62+ 0.57% |
$4.36K - $4.8K
|
11K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
48+ 1.36% |
$3.37K - $3.71K
|
3.57K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
47New |
$3.3K - $3.64K
|
47
$3.09K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 9.7% |
$3.16K - $3.48K
|
509
$33.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40New |
$2.81K - $3.1K
|
40
$2.63K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
37New |
$2.6K - $2.86K
|
37
$2.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
35+ 1.07% |
$2.46K - $2.71K
|
3.3K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
35+ 0.69% |
$2.46K - $2.71K
|
5.12K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25+ 0.52% |
$1.76K - $1.93K
|
4.83K
$317K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23New |
$1.62K - $1.78K
|
23
$1.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 0.54% |
$1.55K - $1.7K
|
4.11K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
19+ 0.28% |
$1.34K - $1.47K
|
6.91K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18New |
$1.27K - $1.39K
|
18
$1.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15+ 25.42% |
$1.05K - $1.16K
|
74
$4.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12New |
$844 - $929
|
12
$788
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$703 - $774
|
10
$657
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.06% |
$141 - $155
|
3.08K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.44% |
$70.3 - $77.4
|
227
$14.9K
|