Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.7K+ 8350.78% |
$885K - $1.09M
|
10.8K
$916K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
8.04KNew |
$665K - $818K
|
8.04K
$680K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.65K+ 38.45% |
$633K - $779K
|
27.6K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
6.74KNew |
$558K - $686K
|
6.74K
$570K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.69K+ 113760.0% |
$471K - $579K
|
5.69K
$482K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.81K+ 179.8% |
$315K - $388K
|
5.93K
$502K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.11K+ 80.77% |
$257K - $317K
|
6.96K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 14.34% |
$181K - $223K
|
17.4K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 14.77% |
$167K - $206K
|
15.7K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.99K+ 6.38% |
$165K - $203K
|
33.2K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.62K+ 20.4% |
$134K - $165K
|
9.57K
$810K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.53K+ 3.83% |
$126K - $155K
|
41.4K
$3.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.4K+ 142.51% |
$116K - $142K
|
2.38K
$201K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.25KNew |
$103K - $127K
|
1.25K
$106K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
900+ 9.31% |
$74.5K - $91.7K
|
10.6K
$895K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
388+ 1.63% |
$32.1K - $39.5K
|
24.2K
$2.05M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
352New |
$29.1K - $35.8K
|
352
$29.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
346+ 4.16% |
$28.6K - $35.2K
|
8.67K
$734K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
344+ 7.82% |
$28.5K - $35K
|
4.74K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
317+ 1.77% |
$26.2K - $32.3K
|
18.2K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
253New |
$20.9K - $25.8K
|
253
$21.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
248+ 18.01% |
$20.5K - $25.3K
|
1.63K
$138K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
162New |
$13.4K - $16.5K
|
162
$13.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
151+ 251.67% |
$12.5K - $15.4K
|
211
$17.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
106New |
$8.77K - $10.8K
|
106
$8.98K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
93New |
$7.7K - $9.47K
|
93
$7.88K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 0.73% |
$6.7K - $8.25K
|
11.3K
$953K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
62+ 68.13% |
$5.13K - $6.31K
|
153
$13K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28+ 0.19% |
$2.32K - $2.85K
|
15.1K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.78% |
$82.8 - $102
|
129
$10.9K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7- 3.55% |
$579 - $713
|
190
$16.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.46% |
$910 - $1.12K
|
2.37K
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-25- 4.43% |
$2.07K - $2.55K
|
539
$45.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-36- 0.89% |
$2.98K - $3.67K
|
4.01K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-38- 52.78% |
$3.15K - $3.87K
|
34
$2.88K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-42- 1.17% |
$3.48K - $4.28K
|
3.54K
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-99- 2.65% |
$8.19K - $10.1K
|
3.63K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-125- 1.6% |
$10.3K - $12.7K
|
7.67K
$650K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-137- 5.19% |
$11.3K - $14K
|
2.51K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-243- 1.73% |
$20.1K - $24.7K
|
13.8K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-255- 3.25% |
$21.1K - $26K
|
7.6K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-347- 11.52% |
$28.7K - $35.3K
|
2.66K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-385- 4.23% |
$31.9K - $39.2K
|
8.72K
$738K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-554- 3.84% |
$45.9K - $56.4K
|
13.9K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-641- 2.16% |
$53.1K - $65.3K
|
29.1K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-699- 5.47% |
$57.9K - $71.2K
|
12.1K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-900- 11.98% |
$74.5K - $91.7K
|
6.61K
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-931- 2.56% |
$77.1K - $94.8K
|
35.5K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-978- 18.63% |
$80.9K - $99.6K
|
4.27K
$362K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.1K- 44.45% |
$173K - $213K
|
2.62K
$222K
|