Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-38.6K- 77.43% |
$3.3M - $4.03M
|
11.3K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.7K- 2.21% |
$2.45M - $2.99M
|
1.27M
$127M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19.3K- 1.94% |
$1.65M - $2.02M
|
979K
$97.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.54K- 99.91% |
$473K - $577K
|
5
$500
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.81K- 26.08% |
$410K - $501K
|
13.6K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.28K- 20.33% |
$194K - $237K
|
8.93K
$893K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.79K- 1.73% |
$152K - $186K
|
102K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 16.05% |
$145K - $178K
|
8.92K
$893K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.3K- 5.19% |
$111K - $136K
|
23.8K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.22K- 8.03% |
$104K - $127K
|
14K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.13K- 3.68% |
$96.8K - $118K
|
29.6K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 77.48% |
$96.6K - $118K
|
329
$32.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-554- 3.01% |
$47.3K - $57.7K
|
17.9K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-350- 7.63% |
$29.9K - $36.5K
|
4.24K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-282- 1.37% |
$24.1K - $29.4K
|
20.3K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-251- 1.71% |
$21.4K - $26.2K
|
14.4K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-238- 2.94% |
$20.3K - $24.8K
|
7.86K
$786K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-208- 3.81% |
$17.7K - $21.7K
|
5.25K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-143- 0.75% |
$12.2K - $14.9K
|
18.9K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-141- 4.62% |
$12K - $14.7K
|
2.91K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-92- 0.29% |
$7.85K - $9.59K
|
31.2K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 4.91% |
$7.25K - $8.86K
|
1.65K
$165K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-25- 0.27% |
$2.13K - $2.61K
|
9.1K
$911K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.92% |
$1.88K - $2.29K
|
2.38K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-14- 0.46% |
$1.19K - $1.46K
|
3.01K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.1% |
$85.3 - $104
|
981
$98.2K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78.8K- 93.78% |
$5.98M - $6.99M
|
5.23K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.4K- 95.47% |
$3.97M - $4.65M
|
2.49K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.3K- 30.62% |
$3.59M - $4.2M
|
107K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.13K- 6.67% |
$389K - $456K
|
71.9K
$7.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.06K- 3.55% |
$307K - $360K
|
110K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.91K- 56.3% |
$297K - $347K
|
3.04K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.58K- 13.68% |
$272K - $318K
|
22.6K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.33K- 12.13% |
$177K - $207K
|
16.9K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.71K- 8.31% |
$130K - $152K
|
18.9K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.61K- 3.15% |
$122K - $143K
|
49.5K
$4.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.52K- 24.78% |
$115K - $135K
|
4.62K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 3.2% |
$109K - $128K
|
43.5K
$4.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.33K- 14.71% |
$100K - $118K
|
7.69K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 8.82% |
$79.8K - $93.4K
|
10.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-943- 3.79% |
$71.5K - $83.7K
|
23.9K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-815- 0.78% |
$61.8K - $72.3K
|
104K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-637- 21.16% |
$48.3K - $56.5K
|
2.37K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-556- 1.02% |
$42.2K - $49.3K
|
53.9K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-330- 4.02% |
$25K - $29.3K
|
7.88K
$788K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-250- 4.06% |
$19K - $22.2K
|
5.9K
$591K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-242- 5.49% |
$18.3K - $21.5K
|
4.16K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-225- 6.72% |
$17.1K - $20K
|
3.13K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-170- 10.8% |
$12.9K - $15.1K
|
1.4K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-125- 1.39% |
$9.48K - $11.1K
|
8.89K
$889K
|
|