Latest Institutional Transactions on Fidelity Covington Tr Msci Con (FDIS)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FDIS) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.69K- 41.16% |
$127K - $159K
|
2.41K
$232K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.4K+ 14.74% |
$1.76M - $2.21M
|
182K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-659K- 41.65% |
$49.7M - $62.3M
|
924K
$89M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.67K- 4.22% |
$201K - $252K
|
60.5K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.11K- 16.49% |
$385K - $483K
|
25.9K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.56KNew |
$344K - $432K
|
4.56K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.3K+ 69.68% |
$2.21M - $2.77M
|
71.3K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.21K- 11.66% |
$242K - $303K
|
24.3K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
442New |
$33.3K - $41.8K
|
442
$42.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.6K- 74.78% |
$1.17M - $1.47M
|
5.26K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.57K- 9.38% |
$119K - $149K
|
15.2K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.61KNew |
$197K - $247K
|
2.61K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.53K- 17.57% |
$341K - $428K
|
21.2K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.71KNew |
$354K - $445K
|
4.71K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-269- 12.1% |
$20.3K - $25.4K
|
1.95K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.41KNew |
$181K - $227K
|
2.41K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.3K+ 88.65% |
$1.08M - $1.35M
|
30.4K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.51K- 19.34% |
$114K - $143K
|
6.3K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
493+ 52.39% |
$37.1K - $46.6K
|
1.43K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.78K+ 9.19% |
$511K - $641K
|
80.6K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17K- 54.64% |
$1.28M - $1.61M
|
14.1K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.02K+ 8.97% |
$76.8K - $96.4K
|
12.4K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.98KNew |
$450K - $565K
|
5.98K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-346- 3.99% |
$26.1K - $32.7K
|
8.32K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.39K+ 5.0% |
$105K - $132K
|
29.2K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.24KNew |
$169K - $212K
|
2.24K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-600- 20.0% |
$45.2K - $56.7K
|
2.4K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.15KNew |
$162K - $203K
|
2.15K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.12K- 5.24% |
$84.2K - $106K
|
20.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
342+ 7.86% |
$25.8K - $32.3K
|
4.69K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-75- 0.75% |
$5.65K - $7.09K
|
9.97K
$960K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-886- 18.01% |
$66.7K - $83.8K
|
4.03K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-102K- 80.76% |
$7.66M - $9.62M
|
24.2K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.7K+ 5.28% |
$203K - $255K
|
53.8K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
212+ 294.44% |
$16K - $20K
|
284
$27.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-100- 43.67% |
$7.53K - $9.46K
|
129
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.4K- 35.95% |
$1.76M - $2.21M
|
41.6K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
29+ 0.37% |
$2.18K - $2.74K
|
7.93K
$763K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.03% |
$75.3 - $94.6
|
3.68K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-409- 40.34% |
$30.8K - $38.7K
|
605
$58.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-134K- 8.97% |
$10.1M - $12.7M
|
1.36M
$131M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
533+ 6.88% |
$40.2K - $50.4K
|
8.28K
$797K
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-6.21K- 18.17% |
$468K - $587K
|
28K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-170- 1.03% |
$12.8K - $16.1K
|
16.3K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-515- 22.45% |
$38.8K - $48.7K
|
1.78K
$171K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-296- 4.39% |
$22.3K - $28K
|
6.44K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.14K- 73.41% |
$688K - $864K
|
3.31K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
613+ 0.89% |
$46.2K - $58K
|
69.2K
$6.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
135+ 0.19% |
$10.2K - $12.8K
|
70.6K
$6.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
359+ 3.65% |
$27K - $33.9K
|
10.2K
$982K
|