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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 25.8% |
$219K - $275K
|
8.35K
$794K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.81K- 45.11% |
$136K - $171K
|
2.2K
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.23K- 34.69% |
$92.4K - $116K
|
2.31K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-709- 9.33% |
$53.4K - $67K
|
6.89K
$656K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-258- 3.21% |
$19.4K - $24.4K
|
7.78K
$740K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-237- 3.36% |
$17.9K - $22.4K
|
6.83K
$650K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 2.75% |
$7.53K - $9.46K
|
3.53K
$336K
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-240K- 99.43% |
$19.9M - $24.5M
|
1.38K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-169K- 61.75% |
$14M - $17.2M
|
105K
$9.96M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-151K- 35.83% |
$12.5M - $15.4M
|
270K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-107K- 6.34% |
$8.87M - $10.9M
|
1.58M
$151M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-71.3K- 70.03% |
$5.9M - $7.26M
|
30.5K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-69.4K- 69.0% |
$5.75M - $7.07M
|
31.2K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.2K- 61.25% |
$3.74M - $4.6M
|
28.6K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-42.2K- 4.31% |
$3.49M - $4.29M
|
937K
$89.1M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-31K- 30.55% |
$2.57M - $3.16M
|
70.5K
$6.71M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-21.9K- 1.72% |
$1.81M - $2.23M
|
1.25M
$119M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16.6K- 62.83% |
$1.38M - $1.69M
|
9.83K
$936K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.9K- 58.33% |
$1.32M - $1.62M
|
11.4K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.4K- 17.06% |
$1.11M - $1.36M
|
65K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4K- 7.27% |
$1.03M - $1.27M
|
159K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 16.26% |
$1.01M - $1.25M
|
63K
$6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11K- 58.22% |
$911K - $1.12M
|
7.9K
$752K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10.7K- 98.82% |
$885K - $1.09M
|
128
$12.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.78K- 77.92% |
$726K - $894K
|
2.49K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-6.02K- 16.87% |
$499K - $613K
|
29.7K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.01K- 2.57% |
$498K - $612K
|
228K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.44K- 20.93% |
$367K - $452K
|
16.8K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.24K- 12.13% |
$268K - $330K
|
23.4K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.96K- 6.86% |
$245K - $302K
|
40.2K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.6K- 4.84% |
$215K - $265K
|
51.1K
$4.87M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.52K- 84.75% |
$209K - $257K
|
454
$43.2K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.36K- 14.83% |
$196K - $241K
|
13.6K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.28K- 40.87% |
$188K - $232K
|
3.29K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.23K- 3.4% |
$184K - $227K
|
63.2K
$6.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.1K- 44.45% |
$173K - $213K
|
2.62K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.66K- 24.15% |
$138K - $169K
|
5.23K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.6K- 62.89% |
$132K - $162K
|
941
$89.5K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.51K- 31.67% |
$125K - $153K
|
3.25K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.43K- 6.44% |
$118K - $146K
|
20.8K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.04K- 18.03% |
$86.3K - $106K
|
4.74K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-978- 18.63% |
$80.9K - $99.6K
|
4.27K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-966- 1.8% |
$80K - $98.4K
|
52.6K
$5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-931- 2.56% |
$77.1K - $94.8K
|
35.5K
$3.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-900- 11.98% |
$74.5K - $91.7K
|
6.61K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-709- 3.21% |
$58.7K - $72.2K
|
21.3K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-708- 8.75% |
$58.6K - $72.1K
|
7.38K
$702K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-699- 5.47% |
$57.9K - $71.2K
|
12.1K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-641- 2.16% |
$53.1K - $65.3K
|
29.1K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-570- 1.92% |
$47.2K - $58K
|
29.1K
$2.77M
|
|