Latest Institutional Purchases of Fidelity Covington Tr Msci Con (FDIS)

FDIS Quotes by TradingView

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 05, 2025 Q4 2024
Svb Wealth LLC

Boston, MA
BUY
 -
2.18K
New
$186K - $228K
2.18K $215K
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

BUY
 -
2.1K
New
$179K - $219K
2.1K $207K
Jan 30, 2025 Q4 2024
Belvedere Trading LLC

BUY
 CALL
2.1K
New
$179K - $219K
2.1K $207K
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
500
New
$42.7K - $52.1K
500 $49.3K
Feb 07, 2025 Q4 2024
Personal Cfo Solutions, LLC

BUY
 -
476
+ 4.77%
$40.6K - $49.6K
10.5K $1.03M
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
364
New
$31.1K - $37.9K
364 $35.9K
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
340
New
$29K - $35.4K
340 $33.5K
Feb 03, 2025 Q4 2024
Capital Investment Counsel, Inc

BUY
 -
328
New
$28K - $34.2K
328 $32.3K
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
257
New
$21.9K - $26.8K
257 $25.3K
Feb 06, 2025 Q4 2024
Promus Capital, LLC

Chicago, IL
BUY
 -
210
New
$17.9K - $21.9K
210 $20.7K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
88
New
$7.51K - $9.17K
88 $8.67K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
65
New
$5.55K - $6.78K
65 $6.4K
Feb 14, 2025 Q4 2024
Minot De Blois Advisors LLC

Boston, MA
BUY
 -
64
New
$5.46K - $6.67K
64 $6.3K
Jan 17, 2025 Q4 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
46
New
$3.93K - $4.8K
46 $4.53K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
37
New
$3.16K - $3.86K
37 $3.64K
Feb 07, 2025 Q4 2024
Pillar Financial Advisors, LLC

Louisville, KY
BUY
 -
34
New
$2.9K - $3.54K
34 $3.35K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
8
New
$683 - $834
8 $788
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
1
New
$85.3 - $104
1 $98.5
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
1
+ 0.53%
$85.3 - $104
190 $18.7K
Q3 2024
Oct 21, 2024 Q3 2024
Monumental Financial Group Inc.

BUY
 -
28.5K
+ 13.17%
$2.16M - $2.53M
245K $24.2M
Oct 24, 2024 Q3 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
4.03K
New
$306K - $358K
4.03K $397K
Oct 30, 2024 Q3 2024
Asb Consultores, LLC

Aventura, FL
BUY
 -
3.39K
New
$257K - $301K
3.39K $334K
Oct 16, 2024 Q3 2024
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
3.21K
+ 40.54%
$243K - $285K
11.1K $1.1M
Oct 30, 2024 Q3 2024
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
3.08K
New
$233K - $273K
3.08K $303K
Nov 14, 2024 Q3 2024
Safeguard Investment Advisory Group, LLC

BUY
 -
2.41K
New
$182K - $213K
2.41K $237K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
1.87K
+ 28.0%
$142K - $166K
8.56K $843K
Oct 29, 2024 Q3 2024
Sage Mountain Advisors LLC

BUY
 -
1.01K
New
$76.6K - $89.7K
1.01K $99.6K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
566
+ 2.99%
$42.9K - $50.2K
19.5K $1.92M
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
200
New
$15.2K - $17.7K
200 $19.7K
Oct 24, 2024 Q3 2024
Gables Capital Management Inc.

BUY
 -
192
New
$14.6K - $17K
192 $18.9K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
45
+ 0.54%
$3.41K - $3.99K
8.34K $821K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
44
New
$3.34K - $3.9K
44 $4.33K
Oct 24, 2024 Q3 2024
Tower View Investment Management & Research LLC

BUY
 -
44
New
$3.34K - $3.9K
44 $4.33K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
35
New
$2.65K - $3.11K
35 $3.45K
Nov 14, 2024 Q3 2024
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
31
New
$2.35K - $2.75K
31 $3.05K
Q2 2024
Aug 02, 2024 Q2 2024
Win Advisors, Inc

BUY
 -
34.2K
New
$2.59M - $2.8M
34.2K $3.37M
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
1.57K
New
$119K - $128K
1.57K $154K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.04K
New
$78.7K - $85K
1.04K $102K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
623
New
$47.2K - $51K
623 $61.4K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
380
New
$28.8K - $31.1K
380 $37.4K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
184
New
$13.9K - $15.1K
184 $18.1K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
116
New
$8.79K - $9.5K
116 $11.4K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
96
New
$7.28K - $7.86K
96 $9.46K
Jul 12, 2024 Q2 2024
Wolff Wiese Magana LLC

BUY
 -
15
New
$1.14K - $1.23K
15 $1.48K
Jul 30, 2024 Q2 2024
Horizon Financial Services, LLC

BUY
 -
14
New
$1.06K - $1.15K
14 $1.38K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
8
New
$606 - $655
8 $788
Aug 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
1
+ 0.49%
$75.8 - $81.9
204 $20.1K
Q1 2024
May 14, 2024 Q1 2024
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
92.1K
+ 798.98%
$6.98M - $7.6M
104K $10.2M
May 13, 2024 Q1 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
14.8K
New
$1.13M - $1.22M
14.8K $1.46M

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