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 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
279New |
$23.1K - $28.4K
|
279
$26.5K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
559+ 3.59% |
$46.3K - $56.9K
|
16.1K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
363+ 0.26% |
$30K - $37K
|
141K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.95K+ 5.51% |
$492K - $606K
|
114K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.6K+ 58.83% |
$215K - $265K
|
7.02K
$668K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11New |
$910 - $1.12K
|
11
$1.05K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-708- 8.75% |
$58.6K - $72.1K
|
7.38K
$702K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
30K+ 728.42% |
$2.49M - $3.06M
|
34.2K
$3.25M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-151- 5.19% |
$12.5K - $15.4K
|
2.76K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-109- 0.66% |
$9.02K - $11.1K
|
16.5K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
68.1K+ 11.69% |
$5.63M - $6.93M
|
651K
$61.9M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
261New |
$21.6K - $26.6K
|
261
$24.8K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.43K+ 2.52% |
$118K - $146K
|
58.2K
$5.54M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.3K+ 5.25% |
$107K - $132K
|
26K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-388- 4.35% |
$32.1K - $39.5K
|
8.53K
$812K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.8K+ 23.96% |
$893K - $1.1M
|
55.8K
$5.31M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-34- 1.14% |
$2.81K - $3.46K
|
2.94K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.43K- 6.44% |
$118K - $146K
|
20.8K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11K- 58.22% |
$911K - $1.12M
|
7.9K
$752K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 2.05% |
$2.23K - $2.75K
|
1.35K
$128K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
34+ 1.15% |
$2.81K - $3.46K
|
3K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
51+ 425.0% |
$4.22K - $5.19K
|
63
$5.99K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-570- 1.92% |
$47.2K - $58K
|
29.1K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$4.14K - $5.09K
|
50
$4.76K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-240K- 99.43% |
$19.9M - $24.5M
|
1.38K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.24K- 12.13% |
$268K - $330K
|
23.4K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-169K- 61.75% |
$14M - $17.2M
|
105K
$9.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
344+ 5.61% |
$28.5K - $35K
|
6.47K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.38K+ 15.48% |
$114K - $141K
|
10.3K
$981K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.11% |
$82.8 - $102
|
91
$8.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
25+ 12.44% |
$2.07K - $2.55K
|
226
$21.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.78K- 77.92% |
$726K - $894K
|
2.49K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
248+ 18.01% |
$20.5K - $25.3K
|
1.63K
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-900- 11.98% |
$74.5K - $91.7K
|
6.61K
$629K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.01K- 2.57% |
$498K - $612K
|
228K
$21.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-25- 4.43% |
$2.07K - $2.55K
|
539
$51.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-42.2K- 4.31% |
$3.49M - $4.29M
|
937K
$89.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-137- 5.19% |
$11.3K - $14K
|
2.51K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2- 0.06% |
$166 - $204
|
3.13K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.73KNew |
$723K - $889K
|
8.73K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 14.34% |
$181K - $223K
|
17.4K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
93New |
$7.7K - $9.47K
|
93
$8.85K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-6.02K- 16.87% |
$499K - $613K
|
29.7K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-38- 52.78% |
$3.15K - $3.87K
|
34
$3.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-71.3K- 70.03% |
$5.9M - $7.26M
|
30.5K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28+ 0.19% |
$2.32K - $2.85K
|
15.1K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
106New |
$8.77K - $10.8K
|
106
$10.1K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.62K+ 20.4% |
$134K - $165K
|
9.57K
$910K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
388+ 1.63% |
$32.1K - $39.5K
|
24.2K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
253New |
$20.9K - $25.8K
|
253
$24.1K
|