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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
663K+ 22112.45% |
$49.9M - $62.7M
|
666K
$64.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
58.6KNew |
$4.41M - $5.54M
|
58.6K
$5.64M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.8K+ 108.96% |
$3.3M - $4.14M
|
84K
$8.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.4K+ 2104.16% |
$2.75M - $3.45M
|
38.2K
$3.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3K+ 4.51% |
$2.21M - $2.77M
|
680K
$65.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.3K+ 69.68% |
$2.21M - $2.77M
|
71.3K
$6.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.4K+ 14.74% |
$1.76M - $2.21M
|
182K
$17.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19KNew |
$1.43M - $1.8M
|
19K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.3K+ 88.65% |
$1.08M - $1.35M
|
30.4K
$2.93M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3K+ 143.35% |
$853K - $1.07M
|
19.2K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
11K+ 61.45% |
$827K - $1.04M
|
28.8K
$2.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$813K - $1.02M
|
10.8K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
9.96K+ 32.67% |
$751K - $942K
|
40.5K
$3.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
9.29K+ 16.65% |
$700K - $879K
|
65.1K
$6.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
7.03K+ 25.53% |
$530K - $665K
|
34.6K
$3.33M
|
|
|
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
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.98KNew |
$450K - $565K
|
5.98K
$575K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.16KNew |
$388K - $488K
|
5.16K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.71KNew |
$354K - $445K
|
4.71K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.56KNew |
$344K - $432K
|
4.56K
$440K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.05K+ 1.5% |
$305K - $383K
|
274K
$26.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.82K+ 3.3% |
$287K - $361K
|
120K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.61K+ 34.05% |
$272K - $341K
|
14.2K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
3.24KNew |
$244K - $306K
|
3.24K
$312K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.96KNew |
$223K - $280K
|
2.96K
$285K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.73K+ 9.2% |
$206K - $258K
|
32.4K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.7K+ 5.28% |
$203K - $255K
|
53.8K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.61KNew |
$197K - $247K
|
2.61K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.52K+ 14.3% |
$190K - $239K
|
20.2K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
2.52KNew |
$190K - $238K
|
2.52K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.41KNew |
$181K - $227K
|
2.41K
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.38KNew |
$179K - $225K
|
2.38K
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.37K+ 11.4% |
$178K - $224K
|
23.1K
$2.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 2.17% |
$171K - $215K
|
107K
$10.3M
|
|
|
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
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.15KNew |
$162K - $203K
|
2.15K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.84KNew |
$139K - $174K
|
1.84K
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 9.79% |
$116K - $145K
|
17.2K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.39K+ 5.0% |
$105K - $132K
|
29.2K
$2.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.33K+ 12.61% |
$100K - $126K
|
11.9K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 6.57% |
$85.3K - $107K
|
18.4K
$1.77M
|
|
|
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 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
959+ 2.89% |
$72.2K - $90.7K
|
34.1K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
828+ 2.0% |
$62.4K - $78.3K
|
42.2K
$4.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
712+ 0.51% |
$53.6K - $67.3K
|
141K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
613+ 0.89% |
$46.2K - $58K
|
69.2K
$6.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
580+ 2.47% |
$43.7K - $54.8K
|
24K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
565+ 8.73% |
$42.6K - $53.4K
|
7.04K
$678K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
533+ 6.88% |
$40.2K - $50.4K
|
8.28K
$797K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
524New |
$39.5K - $49.5K
|
524
$50.5K
|