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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15New |
$964 - $1.2K
|
15
$1.32K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.92% |
$64.2 - $79.9
|
53
$4.66K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.9KNew |
$199K - $223K
|
2.9K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
272+ 3.46% |
$18.7K - $20.9K
|
8.12K
$714K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
261New |
$17.9K - $20K
|
261
$22.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
244New |
$16.8K - $18.7K
|
244
$21.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7New |
$481 - $537
|
7
$615
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.2% |
$68.7 - $76.8
|
509
$44.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$68.7 - $76.8
|
1
$87.9
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
45.1KNew |
$2.85M - $3.31M
|
45.1K
$3.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.9K+ 11.12% |
$687K - $799K
|
109K
$9.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.27KNew |
$332K - $386K
|
5.27K
$463K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250New |
$15.8K - $18.3K
|
250
$22K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
172New |
$10.9K - $12.6K
|
172
$15.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
30New |
$1.89K - $2.2K
|
30
$2.64K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
26New |
$1.64K - $1.91K
|
26
$2.29K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
20New |
$1.26K - $1.47K
|
20
$1.76K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
15.5KNew |
$872K - $1.06M
|
15.5K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.1KNew |
$62K - $75.6K
|
1.1K
$96.7K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
394New |
$22.2K - $27.1K
|
394
$34.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
151+ 151.0% |
$8.51K - $10.4K
|
251
$22.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
58+ 165.71% |
$3.27K - $3.99K
|
93
$8.18K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
56New |
$3.16K - $3.85K
|
56
$4.92K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$56.4 - $68.7
|
11
$967
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1New |
$56.4 - $68.7
|
1
$87.9
|
|
| Q4 2022 | |||||||
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
9.78KNew |
$542K - $624K
|
9.78K
$860K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.71KNew |
$372K - $428K
|
6.71K
$590K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.77KNew |
$320K - $368K
|
5.77K
$507K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
600New |
$33.3K - $38.3K
|
600
$52.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
323New |
$17.9K - $20.6K
|
323
$28.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
264New |
$14.6K - $16.8K
|
264
$23.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
161+ 4.64% |
$8.93K - $10.3K
|
3.63K
$319K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
146New |
$8.1K - $9.32K
|
146
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
137+ 0.59% |
$7.6K - $8.74K
|
23.2K
$2.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
103New |
$5.71K - $6.57K
|
103
$9.06K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.86% |
$55.5 - $63.8
|
36
$3.17K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
485New |
$29.1K - $36.1K
|
485
$42.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$6K - $7.44K
|
100
$8.79K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
12New |
$720 - $893
|
12
$1.06K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
10New |
$600 - $744
|
10
$879
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.25% |
$60 - $74.4
|
403
$35.4K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
2.49K+ 6.19% |
$144K - $201K
|
42.8K
$3.76M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
395New |
$22.8K - $31.9K
|
395
$34.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
200New |
$11.5K - $16.2K
|
200
$17.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
130+ 2.89% |
$7.5K - $10.5K
|
4.63K
$407K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
50New |
$2.88K - $4.04K
|
50
$4.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$980 - $1.37K
|
17
$1.49K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
1.08KNew |
$76.2K - $97.7K
|
1.08K
$95.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
522New |
$36.7K - $47.1K
|
522
$45.9K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
201New |
$14.1K - $18.1K
|
201
$17.7K
|
|