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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-54.2KClosed |
$3.83M - $4.22M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.01KClosed |
$142K - $157K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
367New |
$25.9K - $28.6K
|
367
$34.9K
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.15KClosed |
$505K - $557K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-200Closed |
$14.1K - $15.6K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-3.65KClosed |
$258K - $284K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
99New |
$5.97K - $7.09K
|
99
$9.42K
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-901- 8.03% |
$54.3K - $64.5K
|
10.3K
$982K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-354Closed |
$21.4K - $25.3K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$241K - $286K
|
4K
$381K
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-43Closed |
$2.59K - $3.08K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-106Closed |
$6.39K - $7.59K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-18.1KClosed |
$1.09M - $1.3M
|
0
$0
|
|
| Q3 2020 | |||||||
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-150Closed |
$7.93K - $9.87K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-42Closed |
$2.22K - $2.76K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7.66KClosed |
$405K - $504K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.3KClosed |
$543K - $675K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Spinnaker Trust
|
SELL
|
- |
-63.9KClosed |
$3.38M - $4.2M
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-590Closed |
$31.2K - $38.8K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-81Closed |
$4.28K - $5.33K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-20.1KClosed |
$1.06M - $1.32M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.24K+ 3554.29% |
$44.1K - $65.6K
|
1.28K
$122K
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-100Closed |
$3.54K - $5.28K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-25Closed |
$886 - $1.32K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.82KNew |
$206K - $307K
|
5.82K
$554K
|
|
|
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.57KClosed |
$339K - $505K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-72.3KClosed |
$2.56M - $3.81M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.89KClosed |
$351K - $522K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-18.1KClosed |
$642K - $957K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-123KClosed |
$4.35M - $6.47M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-16Closed |
$567 - $844
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-5.6KClosed |
$198K - $296K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-53.1KClosed |
$1.76M - $2.77M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.88MClosed |
$129M - $202M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-6.74KClosed |
$224K - $352K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.07KClosed |
$35.7K - $56K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-40Closed |
$1.33K - $2.09K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-15.5KClosed |
$515K - $808K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.77KClosed |
$192K - $301K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-198Closed |
$6.58K - $10.3K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-70Closed |
$2.33K - $3.65K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-10.2KClosed |
$338K - $531K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.3KClosed |
$143K - $224K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-40Closed |
$1.33K - $2.09K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.43KClosed |
$287K - $312K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-377Closed |
$16.8K - $18.3K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.44KClosed |
$198K - $215K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-12Closed |
$535 - $582
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-5.14KClosed |
$229K - $249K
|
0
$0
|
|