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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-282- 1.37% |
$24.1K - $29.4K
|
20.3K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 77.48% |
$96.6K - $118K
|
329
$31.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
65New |
$5.55K - $6.78K
|
65
$6.18K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.58K+ 1250.0% |
$134K - $164K
|
1.7K
$162K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
2.1KNew |
$179K - $219K
|
2.1K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9+ 8.26% |
$768 - $938
|
118
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.55KNew |
$729K - $891K
|
8.55K
$813K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
28+ 33.73% |
$2.39K - $2.92K
|
111
$10.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
500New |
$42.7K - $52.1K
|
500
$47.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.86KNew |
$329K - $402K
|
3.86K
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.1KNew |
$179K - $219K
|
2.1K
$200K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.3KNew |
$196K - $240K
|
2.3K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
10.3KNew |
$883K - $1.08M
|
10.3K
$984K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
257New |
$21.9K - $26.8K
|
257
$24.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-350- 7.63% |
$29.9K - $36.5K
|
4.24K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
46New |
$3.93K - $4.8K
|
46
$4.38K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
33.1KNew |
$2.82M - $3.45M
|
33.1K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
364New |
$31.1K - $37.9K
|
364
$34.6K
|
|
| Q3 2024 | |||||||
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-12.1KClosed |
$915K - $1.07M
|
0
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$15.2K - $17.7K
|
200
$19K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-170- 10.8% |
$12.9K - $15.1K
|
1.4K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.91K- 56.3% |
$297K - $347K
|
3.04K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.41KNew |
$182K - $213K
|
2.41K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
31New |
$2.35K - $2.75K
|
31
$2.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44New |
$3.34K - $3.9K
|
44
$4.19K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-58- 62.37% |
$4.4K - $5.15K
|
35
$3.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.87K+ 28.0% |
$142K - $166K
|
8.56K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
590New |
$44.7K - $52.4K
|
590
$56.1K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-637- 21.16% |
$48.3K - $56.5K
|
2.37K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3K+ 189.51% |
$227K - $266K
|
4.58K
$436K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35New |
$2.65K - $3.11K
|
35
$3.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-93- 98.94% |
$7.05K - $8.25K
|
1
$95.1
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-121- 14.83% |
$9.17K - $10.7K
|
695
$66.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.39KNew |
$257K - $301K
|
3.39K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.08KNew |
$233K - $273K
|
3.08K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.01KNew |
$76.6K - $89.7K
|
1.01K
$96.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
44New |
$3.34K - $3.9K
|
44
$4.19K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.03KNew |
$306K - $358K
|
4.03K
$384K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
192New |
$14.6K - $17K
|
192
$18.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
28.5K+ 13.17% |
$2.16M - $2.53M
|
245K
$23.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.33K- 14.71% |
$100K - $118K
|
7.69K
$731K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 3.63% |
$1.67K - $1.95K
|
628
$59.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
566+ 2.99% |
$42.9K - $50.2K
|
19.5K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45+ 0.54% |
$3.41K - $3.99K
|
8.34K
$793K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.21K+ 40.54% |
$243K - $285K
|
11.1K
$1.06M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.54K- 12.32% |
$117K - $126K
|
11K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8New |
$606 - $655
|
8
$761
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.71KNew |
$205K - $222K
|
2.71K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96New |
$7.28K - $7.86K
|
96
$9.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.57KNew |
$119K - $128K
|
1.57K
$149K
|
|