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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.57% |
$70.3 - $77.4
|
175
$12K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$70.3 - $77.4
|
1
$68.8
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4- 0.12% |
$281 - $310
|
3.45K
$238K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 47.06% |
$562 - $619
|
9
$619
|
|
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
$347K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-31- 0.27% |
$2.18K - $2.4K
|
11.6K
$798K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-34- 1.18% |
$2.39K - $2.63K
|
2.84K
$196K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51- 0.33% |
$3.59K - $3.95K
|
15.5K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-71- 66.98% |
$4.99K - $5.49K
|
35
$2.41K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-74- 5.56% |
$5.2K - $5.73K
|
1.26K
$86.6K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-78- 1.77% |
$5.48K - $6.04K
|
4.33K
$298K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-90- 1.32% |
$6.33K - $6.97K
|
6.73K
$463K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-187- 5.32% |
$13.1K - $14.5K
|
3.33K
$229K
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-205- 1.37% |
$14.4K - $15.9K
|
14.8K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-215- 6.7% |
$15.1K - $16.6K
|
3K
$206K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-299- 1.95% |
$21K - $23.1K
|
15K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-304- 1.83% |
$21.4K - $23.5K
|
16.3K
$1.12M
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-372- 1.47% |
$26.2K - $28.8K
|
24.9K
$1.71M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-380- 1.2% |
$26.7K - $29.4K
|
31.2K
$2.14M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-396- 3.81% |
$27.8K - $30.6K
|
9.99K
$687K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-429- 4.44% |
$30.2K - $33.2K
|
9.24K
$636K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-445- 12.53% |
$31.3K - $34.4K
|
3.11K
$214K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-674- 3.27% |
$47.4K - $52.2K
|
20K
$1.37M
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-774- 3.15% |
$54.4K - $59.9K
|
23.8K
$1.64M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.06K- 1.2% |
$74.3K - $81.8K
|
87.3K
$6.01M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.4K- 4.4% |
$98.1K - $108K
|
30.3K
$2.09M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 4.65% |
$103K - $114K
|
30.1K
$2.07M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 83.24% |
$105K - $116K
|
302
$20.8K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.75K- 14.77% |
$123K - $136K
|
10.1K
$696K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.97K- 1.61% |
$138K - $152K
|
120K
$8.27M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.99K- 2.77% |
$140K - $154K
|
70K
$4.82M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.29K- 10.51% |
$161K - $177K
|
19.5K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.96K- 12.91% |
$208K - $229K
|
19.9K
$1.37M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.04K- 94.56% |
$214K - $235K
|
175
$12K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.63K- 46.73% |
$256K - $281K
|
4.14K
$285K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.92K- 9.07% |
$275K - $303K
|
39.3K
$2.7M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.7K- 7.23% |
$331K - $364K
|
60.3K
$4.15M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.15K- 3.43% |
$362K - $398K
|
145K
$9.99M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.4K- 14.34% |
$805K - $886K
|
68.4K
$4.71M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.5K- 17.15% |
$877K - $966K
|
60.3K
$4.15M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.7K- 39.31% |
$2.09M - $2.3M
|
45.8K
$3.15M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-49.5K- 80.57% |
$3.48M - $3.83M
|
11.9K
$821K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-231K- 62.84% |
$16.3M - $17.9M
|
137K
$9.41M
|