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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-100- 28.57% |
$7.58K - $8.25K
|
250
$23.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 4.7% |
$3.79K - $4.12K
|
1.01K
$96.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-44- 68.75% |
$3.34K - $3.63K
|
20
$1.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-23- 82.14% |
$1.74K - $1.9K
|
5
$476
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-10.1K- 19.95% |
$649K - $807K
|
40.5K
$3.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.14K- 28.35% |
$73.4K - $91.4K
|
2.89K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-224- 8.43% |
$14.4K - $17.9K
|
2.43K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-172- 63.7% |
$11K - $13.7K
|
98
$9.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26Closed |
$1.67K - $2.08K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-832- 4.41% |
$57.2K - $63.9K
|
18K
$1.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11- 18.97% |
$756 - $844
|
47
$4.47K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.28% |
$68.7 - $76.8
|
357
$34K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-347- 7.6% |
$21.9K - $25.4K
|
4.22K
$401K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-23- 12.5% |
$1.45K - $1.69K
|
161
$15.3K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-7- 77.78% |
$442 - $513
|
2
$190
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-102- 33.55% |
$5.75K - $7.01K
|
202
$19.2K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15.2K- 47.69% |
$841K - $967K
|
16.6K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-450- 42.13% |
$25K - $28.7K
|
618
$58.8K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-107K- 93.87% |
$6.44M - $7.99M
|
7.01K
$667K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.92K- 15.45% |
$595K - $738K
|
54.3K
$5.16M
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-9.75K- 51.24% |
$585K - $725K
|
9.28K
$883K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-575- 12.15% |
$34.5K - $42.8K
|
4.16K
$395K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 20.0% |
$600 - $744
|
40
$3.81K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-42.9KClosed |
$2.48M - $3.47M
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-15.7KClosed |
$906K - $1.27M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-14.1KClosed |
$815K - $1.14M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-9.09KClosed |
$524K - $734K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-6.12KClosed |
$353K - $494K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.4KClosed |
$311K - $436K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.42KClosed |
$255K - $357K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-3.08KClosed |
$178K - $249K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-3.06KClosed |
$177K - $247K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.89KClosed |
$167K - $234K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.8KClosed |
$161K - $226K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.55KClosed |
$147K - $206K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.25K- 60.4% |
$130K - $182K
|
1.48K
$140K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$62.6K - $87.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-600- 12.77% |
$34.6K - $48.5K
|
4.1K
$390K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-491- 26.28% |
$28.3K - $39.7K
|
1.38K
$131K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-426Closed |
$24.6K - $34.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-230Closed |
$13.3K - $18.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-200Closed |
$11.5K - $16.2K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-189- 94.5% |
$10.9K - $15.3K
|
11
$1.05K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-158Closed |
$9.11K - $12.8K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100- 6.96% |
$5.77K - $8.08K
|
1.34K
$127K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-76Closed |
$4.38K - $6.14K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-65Closed |
$3.75K - $5.25K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-20- 0.27% |
$1.15K - $1.62K
|
7.46K
$710K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$346 - $485
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-46.8KClosed |
$3.29M - $4.22M
|
0
$0
|
|