Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19KNew |
$1.43M - $1.8M
|
19K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
7.03K+ 25.53% |
$530K - $665K
|
34.6K
$3.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 9.79% |
$116K - $145K
|
17.2K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.33K+ 12.61% |
$100K - $126K
|
11.9K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
712+ 0.51% |
$53.6K - $67.3K
|
141K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
512New |
$38.6K - $48.4K
|
512
$48.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
105+ 0.43% |
$7.91K - $9.93K
|
24.3K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
96+ 1.38% |
$7.23K - $9.08K
|
7.05K
$671K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
81+ 0.45% |
$6.1K - $7.66K
|
18.3K
$1.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 0.56% |
$2.41K - $3.03K
|
5.73K
$545K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4+ 3.1% |
$301 - $378
|
133
$12.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10- 1.59% |
$753 - $946
|
618
$58.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-77- 1.62% |
$5.8K - $7.28K
|
4.66K
$444K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 2.75% |
$7.53K - $9.46K
|
3.53K
$336K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-237- 3.36% |
$17.9K - $22.4K
|
6.83K
$650K
|
|
|
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
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-709- 9.33% |
$53.4K - $67K
|
6.89K
$656K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.02K- 3.52% |
$77K - $96.6K
|
28K
$2.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.23K- 34.69% |
$92.4K - $116K
|
2.31K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1.28K- 2.38% |
$96.4K - $121K
|
52.5K
$5M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.81K- 45.11% |
$136K - $171K
|
2.2K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 25.8% |
$219K - $275K
|
8.35K
$794K
|