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 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
33.1KNew |
$2.82M - $3.45M
|
33.1K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
10.3KNew |
$883K - $1.08M
|
10.3K
$984K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.55KNew |
$729K - $891K
|
8.55K
$813K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.31KNew |
$453K - $553K
|
5.31K
$505K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.86KNew |
$329K - $402K
|
3.86K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.3KNew |
$196K - $240K
|
2.3K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.18KNew |
$186K - $228K
|
2.18K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.1KNew |
$179K - $219K
|
2.1K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
2.1KNew |
$179K - $219K
|
2.1K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.58K+ 1250.0% |
$134K - $164K
|
1.7K
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
500New |
$42.7K - $52.1K
|
500
$47.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
476+ 4.77% |
$40.6K - $49.6K
|
10.5K
$995K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
364New |
$31.1K - $37.9K
|
364
$34.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
340New |
$29K - $35.4K
|
340
$32.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
328New |
$28K - $34.2K
|
328
$31.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
257New |
$21.9K - $26.8K
|
257
$24.5K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
212+ 3.15% |
$18.1K - $22.1K
|
6.95K
$661K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
210New |
$17.9K - $21.9K
|
210
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
105New |
$8.96K - $10.9K
|
105
$9.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
88New |
$7.51K - $9.17K
|
88
$8.37K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
65New |
$5.55K - $6.78K
|
65
$6.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
64New |
$5.46K - $6.67K
|
64
$6.09K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
46New |
$3.93K - $4.8K
|
46
$4.38K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
37New |
$3.16K - $3.86K
|
37
$3.52K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
34New |
$2.9K - $3.54K
|
34
$3.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
28+ 33.73% |
$2.39K - $2.92K
|
111
$10.6K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25+ 0.42% |
$2.13K - $2.61K
|
5.93K
$564K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9+ 8.26% |
$768 - $938
|
118
$11.2K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8New |
$683 - $834
|
8
$761
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.5% |
$683 - $834
|
1.62K
$154K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$85.3 - $104
|
1
$95.1
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.6% |
$85.3 - $104
|
168
$16K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.53% |
$85.3 - $104
|
190
$18.1K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
28.5K+ 13.17% |
$2.16M - $2.53M
|
245K
$23.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.03KNew |
$306K - $358K
|
4.03K
$384K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.39KNew |
$257K - $301K
|
3.39K
$323K
|
|
|
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
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.08KNew |
$233K - $273K
|
3.08K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3K+ 189.51% |
$227K - $266K
|
4.58K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.41KNew |
$182K - $213K
|
2.41K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.87K+ 28.0% |
$142K - $166K
|
8.56K
$815K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.01KNew |
$76.6K - $89.7K
|
1.01K
$96.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
590New |
$44.7K - $52.4K
|
590
$56.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
566+ 2.99% |
$42.9K - $50.2K
|
19.5K
$1.86M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$15.2K - $17.7K
|
200
$19K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
192New |
$14.6K - $17K
|
192
$18.3K
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44New |
$3.34K - $3.9K
|
44
$4.19K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
44New |
$3.34K - $3.9K
|
44
$4.19K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35New |
$2.65K - $3.11K
|
35
$3.33K
|
|