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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
123K+ 9.03% |
$11.5M - $12.8M
|
1.48M
$146M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
83K+ 127.53% |
$7.75M - $8.64M
|
148K
$14.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
82.7K+ 12.17% |
$7.73M - $8.61M
|
763K
$75.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.7K+ 117.04% |
$4.55M - $5.07M
|
90.3K
$8.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
44.7K+ 1511.59% |
$4.18M - $4.66M
|
47.7K
$4.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
27.9K+ 10.19% |
$2.61M - $2.91M
|
302K
$29.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.6K+ 110.96% |
$2.39M - $2.66M
|
48.6K
$4.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$2.3M - $2.56M
|
24.6K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 19.27% |
$2.05M - $2.29M
|
136K
$13.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
15.3K+ 107.97% |
$1.43M - $1.6M
|
29.5K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.9KNew |
$1.3M - $1.45M
|
13.9K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.02K+ 0.74% |
$842K - $939K
|
1.22M
$120M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.02K+ 7.54% |
$842K - $939K
|
129K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
8.67KNew |
$810K - $902K
|
8.67K
$854K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.53K+ 8.4% |
$797K - $888K
|
110K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.67KNew |
$716K - $798K
|
7.67K
$755K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.72K+ 0.51% |
$441K - $491K
|
928K
$91.5M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.5KNew |
$420K - $468K
|
4.5K
$443K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.73K+ 9.77% |
$348K - $388K
|
41.9K
$4.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.4KNew |
$318K - $354K
|
3.4K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.37K+ 27.93% |
$315K - $351K
|
15.5K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.29KNew |
$307K - $343K
|
3.29K
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.29KNew |
$307K - $343K
|
3.29K
$324K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
3.01K+ 42.73% |
$282K - $314K
|
10.1K
$992K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.96KNew |
$276K - $308K
|
2.96K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.52K+ 5.98% |
$235K - $262K
|
44.7K
$4.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.45KNew |
$228K - $255K
|
2.45K
$241K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 39.53% |
$221K - $246K
|
8.34K
$821K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.32KNew |
$217K - $241K
|
2.32K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.27K+ 101.52% |
$212K - $237K
|
4.51K
$445K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.18KNew |
$204K - $227K
|
2.18K
$215K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.97KNew |
$184K - $205K
|
1.97K
$194K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.95KNew |
$182K - $202K
|
1.95K
$192K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.84K+ 70.5% |
$172K - $192K
|
4.46K
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.77K+ 17.32% |
$165K - $184K
|
12K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 21.29% |
$165K - $183K
|
10K
$989K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.44KNew |
$135K - $150K
|
1.44K
$142K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.36K+ 21.28% |
$127K - $141K
|
7.73K
$762K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.32K+ 5.44% |
$124K - $138K
|
25.6K
$2.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$115K - $128K
|
1.23K
$121K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 612.06% |
$114K - $127K
|
1.42K
$140K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.16K+ 12.91% |
$109K - $121K
|
10.2K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1K+ 1.81% |
$102K - $114K
|
61.6K
$6.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.09KNew |
$101K - $113K
|
1.09K
$107K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 14.65% |
$93.4K - $104K
|
7.83K
$771K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
954+ 4.49% |
$89.1K - $99.3K
|
22.2K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
952+ 6.82% |
$88.9K - $99.1K
|
14.9K
$1.47M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
917+ 2.83% |
$85.7K - $95.5K
|
33.3K
$3.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
903+ 1.54% |
$84.3K - $94K
|
59.5K
$5.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
896+ 12.73% |
$83.7K - $93.3K
|
7.93K
$782K
|
|