Latest Institutional Purchases of Fidelity Covington Tr Msci Con (FDIS)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FDIS) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
274KNew |
$23.3M - $28.5M
|
274K
$26.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
242KNew |
$20.6M - $25.2M
|
242K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
102KNew |
$8.68M - $10.6M
|
102K
$9.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
87.8K+ 17.75% |
$7.49M - $9.15M
|
583K
$56.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
52.7K+ 14.31% |
$4.5M - $5.49M
|
421K
$41.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.5K+ 112.88% |
$3.54M - $4.33M
|
78.3K
$7.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.1K+ 50.24% |
$3.08M - $3.76M
|
108K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
33.1KNew |
$2.82M - $3.45M
|
33.1K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
28.6K+ 174.47% |
$2.44M - $2.98M
|
45K
$4.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.3KNew |
$2.33M - $2.84M
|
27.3K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4KNew |
$2.26M - $2.76M
|
26.4K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.4K+ 1.65% |
$1.91M - $2.34M
|
1.38M
$135M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 40.48% |
$1.85M - $2.26M
|
75.3K
$7.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
19.1KNew |
$1.63M - $1.99M
|
19.1K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
16.6KNew |
$1.42M - $1.73M
|
16.6K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.4KNew |
$1.4M - $1.71M
|
16.4K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6K+ 139.79% |
$1.33M - $1.62M
|
26.7K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.2KNew |
$1.04M - $1.27M
|
12.2K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
10.3KNew |
$883K - $1.08M
|
10.3K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.55KNew |
$729K - $891K
|
8.55K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.33K+ 335.33% |
$711K - $869K
|
10.8K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.6K+ 491.37% |
$564K - $688K
|
7.95K
$775K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.55K+ 105.02% |
$559K - $682K
|
12.8K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.45K+ 16.3% |
$550K - $672K
|
46K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.34K+ 12.82% |
$541K - $661K
|
55.8K
$5.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.31KNew |
$453K - $553K
|
5.31K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.28K+ 27.24% |
$450K - $550K
|
24.7K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.93KNew |
$421K - $514K
|
4.93K
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.76KNew |
$406K - $496K
|
4.76K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.7KNew |
$401K - $490K
|
4.7K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
4.42KNew |
$377K - $461K
|
4.42K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.15K+ 9.72% |
$354K - $433K
|
46.9K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4.12KNew |
$352K - $430K
|
4.12K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.86KNew |
$329K - $402K
|
3.86K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.64K+ 19.22% |
$310K - $379K
|
22.5K
$2.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.58KNew |
$305K - $373K
|
3.58K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.07KNew |
$262K - $320K
|
3.07K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.98KNew |
$254K - $310K
|
2.98K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.97KNew |
$254K - $310K
|
2.97K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.81K+ 67.41% |
$240K - $293K
|
6.97K
$680K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.3KNew |
$196K - $240K
|
2.3K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.27K+ 49.22% |
$194K - $237K
|
6.89K
$672K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.18KNew |
$186K - $228K
|
2.18K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.13K+ 13.66% |
$182K - $222K
|
17.7K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11K+ 1.25% |
$180K - $220K
|
171K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.1KNew |
$179K - $219K
|
2.1K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
2.1KNew |
$179K - $219K
|
2.1K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.01K+ 46.38% |
$171K - $209K
|
6.33K
$618K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.96K+ 71.27% |
$167K - $205K
|
4.72K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.93K+ 3.51% |
$164K - $201K
|
56.8K
$5.54M
|