Latest Institutional Purchases of Fidelity Covington Trust High (FDHY)
This list provides information on the latest institutional transactions involving Fidelity Covington Trust High (FDHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
520New |
$23.7K - $24.5K
|
520
$25.3K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
298+ 5.93% |
$13.6K - $14K
|
5.32K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
165New |
$7.51K - $7.76K
|
165
$8.04K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.65KNew |
$214K - $220K
|
4.65K
$226K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
24New |
$1.1K - $1.14K
|
24
$1.17K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.62KNew |
$211K - $222K
|
4.62K
$225K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.23K+ 8.25% |
$147K - $155K
|
42.4K
$2.07M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.45K+ 19.19% |
$112K - $118K
|
15.2K
$742K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.3KNew |
$105K - $110K
|
2.3K
$112K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
332New |
$15.1K - $15.9K
|
332
$16.2K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75+ 50.0% |
$3.42K - $3.6K
|
225
$11K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
875New |
$38.7K - $41.3K
|
875
$42.6K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
623New |
$27.5K - $29.4K
|
623
$30.4K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
83New |
$3.67K - $3.92K
|
83
$4.05K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$44.2 - $47.3
|
1
$48.7
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$4.42K - $4.89K
|
100
$4.87K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
440New |
$20K - $22.6K
|
440
$21.4K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.24% |
$499 - $565
|
4.61K
$225K
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
105+ 1750.0% |
$5.84K - $5.93K
|
111
$5.41K
|
|
Q2 2021 | |||||||
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
458New |
$25.3K - $25.7K
|
458
$22.3K
|