Latest Institutional Transactions on Fidelity Covington Tr Msci Com (FCOM)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Com (FCOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.27K+ 28.64% |
$239K - $274K
|
19.2K
$1.23M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-335- 5.93% |
$18.7K - $21.5K
|
5.32K
$342K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
164+ 25.99% |
$9.18K - $10.5K
|
795
$51.1K
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
493+ 3.06% |
$27.6K - $31.6K
|
16.6K
$1.07M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-33.8K- 69.11% |
$1.89M - $2.17M
|
15.1K
$973K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-340- 5.5% |
$19K - $21.8K
|
5.84K
$375K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.03MNew |
$113M - $130M
|
2.03M
$130M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
482+ 11.9% |
$27K - $30.9K
|
4.53K
$291K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 40.32% |
$2.8K - $3.21K
|
74
$4.76K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.45K- 3.05% |
$193K - $221K
|
110K
$7.05M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.3KNew |
$855K - $980K
|
15.3K
$983K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-85- 81.73% |
$4.76K - $5.45K
|
19
$1.22K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
531New |
$29.7K - $34.1K
|
531
$34.2K
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
484+ 0.83% |
$27.1K - $31K
|
58.5K
$3.77M
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.19% |
$56 - $64.1
|
526
$33.8K
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-4.63K- 2.59% |
$259K - $297K
|
174K
$11.2M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-34- 25.37% |
$1.9K - $2.18K
|
100
$6.43K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
39New |
$2.18K - $2.5K
|
39
$2.51K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-853- 12.6% |
$47.7K - $54.7K
|
5.92K
$381K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.13% |
$168 - $192
|
2.36K
$152K
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.23K- 7.85% |
$68.9K - $78.9K
|
14.4K
$929K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.11K- 1.64% |
$62K - $71.1K
|
66.6K
$4.29M
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.61K+ 8.38% |
$314K - $360K
|
72.5K
$4.66M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
115+ 2.87% |
$6.44K - $7.37K
|
4.12K
$265K
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.8K- 2.26% |
$101K - $116K
|
77.9K
$5.01M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31- 0.75% |
$1.74K - $1.99K
|
4.12K
$265K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 22.39% |
$82.6K - $94.7K
|
8.07K
$519K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.5K- 10.08% |
$364K - $417K
|
58K
$3.73M
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
278KNew |
$15.5M - $17.8M
|
278K
$17.9M
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
222+ 0.92% |
$12.4K - $14.2K
|
24.4K
$1.57M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.26K+ 7.11% |
$70.6K - $80.9K
|
19K
$1.22M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.3K+ 24.45% |
$129K - $147K
|
11.7K
$752K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.29K- 98.22% |
$408K - $468K
|
132
$8.49K
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.46K+ 4.17% |
$418K - $478K
|
186K
$12M
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 4.74% |
$144K - $165K
|
56.9K
$3.66M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.58KNew |
$200K - $230K
|
3.58K
$230K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.92K+ 17.16% |
$107K - $123K
|
13.1K
$843K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-376- 0.4% |
$20.5K - $23.3K
|
94.1K
$6.05M
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
79New |
$4.32K - $4.89K
|
79
$5.08K
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
335New |
$18.3K - $20.8K
|
335
$21.6K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10New |
$547 - $620
|
10
$643
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
20.5KNew |
$1.12M - $1.27M
|
20.5K
$1.32M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
59New |
$3.22K - $3.66K
|
59
$3.8K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
125New |
$6.83K - $7.75K
|
125
$8.04K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41New |
$2.24K - $2.54K
|
41
$2.64K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.27KNew |
$288K - $327K
|
5.27K
$339K
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
170New |
$9.29K - $10.5K
|
170
$10.9K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
84New |
$4.59K - $5.2K
|
84
$5.4K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.44K- 52.29% |
$297K - $337K
|
4.97K
$319K
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.95KNew |
$271K - $307K
|
4.95K
$319K
|