Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-149- 1.27% |
$7.2K - $7.87K
|
11.6K
$600K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 1.46% |
$7.25K - $7.93K
|
10.1K
$523K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-169- 1.16% |
$8.16K - $8.93K
|
14.3K
$742K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-175- 1.85% |
$8.45K - $9.25K
|
9.3K
$481K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-216- 2.08% |
$10.4K - $11.4K
|
10.2K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-224- 99.12% |
$10.8K - $11.8K
|
2
$104
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-230- 8.38% |
$11.1K - $12.2K
|
2.51K
$130K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-269- 0.98% |
$13K - $14.2K
|
27.1K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-360- 0.25% |
$17.4K - $19K
|
145K
$7.51M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-377- 2.16% |
$18.2K - $19.9K
|
17.1K
$885K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-389- 7.9% |
$18.8K - $20.6K
|
4.53K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-399- 1.87% |
$19.3K - $21.1K
|
21K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-415- 99.76% |
$20K - $21.9K
|
1
$51.8
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-432- 92.7% |
$20.9K - $22.8K
|
34
$1.76K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-500- 59.31% |
$24.2K - $26.4K
|
343
$17.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-500- 4.35% |
$24.2K - $26.4K
|
11K
$569K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-602- 4.39% |
$29.1K - $31.8K
|
13.1K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-772- 5.84% |
$37.3K - $40.8K
|
12.4K
$644K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-857- 3.51% |
$41.4K - $45.3K
|
23.6K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-862- 3.0% |
$41.6K - $45.6K
|
27.9K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-881- 13.13% |
$42.6K - $46.6K
|
5.83K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-940- 3.42% |
$45.4K - $49.7K
|
26.5K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 6.97% |
$50.1K - $54.8K
|
13.8K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.19K- 14.78% |
$57.6K - $63K
|
6.87K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.51K- 3.87% |
$72.7K - $79.5K
|
37.4K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.52K- 23.55% |
$73.3K - $80.2K
|
4.93K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.61K- 6.66% |
$77.6K - $84.9K
|
22.5K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.66K- 3.2% |
$80.4K - $87.9K
|
50.3K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.74K- 14.91% |
$84.2K - $92.2K
|
9.95K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.79K- 11.31% |
$86.3K - $94.4K
|
14K
$725K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.01K- 16.96% |
$97.1K - $106K
|
9.84K
$509K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.81K- 26.74% |
$136K - $149K
|
7.7K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.88K- 96.42% |
$139K - $152K
|
107
$5.54K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.26K- 3.48% |
$158K - $172K
|
90.4K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-3.95K- 15.61% |
$191K - $209K
|
21.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.63K- 38.63% |
$272K - $298K
|
8.94K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.05K- 35.86% |
$292K - $320K
|
10.8K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-6.48K- 30.98% |
$313K - $343K
|
14.4K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.53K- 18.2% |
$315K - $345K
|
29.3K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.69K- 51.25% |
$323K - $353K
|
6.36K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.93K- 7.02% |
$335K - $366K
|
91.8K
$4.75M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.97K- 59.27% |
$337K - $368K
|
4.79K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-11.7K- 59.93% |
$566K - $619K
|
7.83K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-11.9K- 2.76% |
$573K - $627K
|
419K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 9.82% |
$682K - $746K
|
130K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.1K- 37.87% |
$727K - $796K
|
24.7K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-17.4K- 26.85% |
$839K - $918K
|
47.3K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 6.33% |
$846K - $926K
|
259K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-20.4K- 31.55% |
$987K - $1.08M
|
44.4K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-32.3K- 22.07% |
$1.56M - $1.71M
|
114K
$5.91M
|