Soltis Investment Advisors LLC Fidelity Covington Tr Msci Ind Transaction History

Soltis Investment Advisors LLC

$1.23 Billion
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$49.86 - $56.85 $2.1 Million - $2.39 Million	-42,094 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$52.28 - $57.46 $24,833 - $27,293	475 Added 1.14%	42,094 $2.37 Million
Q3 2021 Nov 09, 2021	BUY	$51.89 - $55.59 $65,070 - $69,709	1,254 Added 3.11%	41,619 $2.16 Million
Q2 2021 Aug 04, 2021	BUY	$52.43 - $55.65 $34,761 - $36,895	663 Added 1.67%	40,365 $2.19 Million
Q1 2021 May 11, 2021	SELL	$45.59 - $52.2 $169,913 - $194,549	-3,727 Reduced 8.58%	39,702 $2.07 Million
Q4 2020 Feb 10, 2021	SELL	$39.16 - $47.08 $277,683 - $333,844	-7,091 Reduced 14.04%	43,429 $2.04 Million
Q3 2020 Oct 28, 2020	BUY	$35.03 - $41.67 $1.77 Million - $2.11 Million	50,520 New	50,520 $2.03 Million
Q1 2020 May 07, 2020	SELL	$25.14 - $43.87 $2.8 Million - $4.89 Million	-111,568 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$38.02 - $42.4 $4.24 Million - $4.73 Million	111,568 New	111,568 $4.69 Million

Others Institutions Holding FIDU

# of Institutions

209

Shares Held

7.73M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.58M
Shares

$126 Million
0.45% of portfolio
Ae Wealth Management LLC

935K
Shares

$74.6 Million
0.62% of portfolio
Northwestern Mutual Wealth Management CO

755K
Shares

$60.2 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

328K
Shares

$26.2 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

288K
Shares

$23 Million
0.11% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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