Prospera Financial Services Inc Fidelity Covington Tr Msci Ind Transaction History

Prospera Financial Services Inc

$5.11 Billion
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$44.06 - $53.49 $41,857 - $50,815	-950 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$49.86 - $56.85 $47,367 - $54,007	950 New	950 $51,000
Q4 2020 Feb 12, 2021	SELL	$39.16 - $47.08 $48,949 - $58,850	-1,250 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$35.03 - $41.67 $43,787 - $52,087	1,250 New	1,250 $50,000
Q4 2018 Feb 13, 2019	SELL	$30.66 - $40.67 $176,295 - $233,852	-5,750 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$36.98 - $40.96 $43,525 - $48,209	-1,177 Reduced 16.99%	5,750 $224,000
Q2 2018 Jul 18, 2018	BUY	$36.44 - $39.34 $218 - $236	6 Added 0.09%	6,927 $258,000
Q1 2018 Apr 12, 2018	BUY	$37.1 - $41.16 $185 - $205	5 Added 0.07%	6,921 $261,000
Q4 2017 Jan 24, 2018	BUY	$35.96 - $38.83 $179 - $194	5 Added 0.07%	6,916 $271,000
Q3 2017 Oct 11, 2017	BUY	$36.37 - $36.54 $251,353 - $252,527	6,911	6,911 $254,000

Others Institutions Holding FIDU

# of Institutions

210

Shares Held

7.84M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.7M
Shares

$139 Million
0.51% of portfolio
Ae Wealth Management LLC

935K
Shares

$76.5 Million
0.62% of portfolio
Northwestern Mutual Wealth Management CO

883K
Shares

$72.2 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

328K
Shares

$26.8 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

288K
Shares

$23.5 Million
0.11% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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