Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
274KNew |
$23.3M - $28.5M
|
274K
$26.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
242KNew |
$20.6M - $25.2M
|
242K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
52.7K+ 14.31% |
$4.5M - $5.49M
|
421K
$41.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.5K+ 112.88% |
$3.54M - $4.33M
|
78.3K
$7.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.1K+ 50.24% |
$3.08M - $3.76M
|
108K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
33.1KNew |
$2.82M - $3.45M
|
33.1K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
28.6K+ 174.47% |
$2.44M - $2.98M
|
45K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.3KNew |
$2.33M - $2.84M
|
27.3K
$2.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
19.1KNew |
$1.63M - $1.99M
|
19.1K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6K+ 139.79% |
$1.33M - $1.62M
|
26.7K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.2KNew |
$1.04M - $1.27M
|
12.2K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
10.3KNew |
$883K - $1.08M
|
10.3K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.55KNew |
$729K - $891K
|
8.55K
$840K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.6K+ 491.37% |
$564K - $688K
|
7.95K
$781K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.55K+ 105.02% |
$559K - $682K
|
12.8K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.34K+ 12.82% |
$541K - $661K
|
55.8K
$5.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.31KNew |
$453K - $553K
|
5.31K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.28K+ 27.24% |
$450K - $550K
|
24.7K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
4.42KNew |
$377K - $461K
|
4.42K
$434K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.86KNew |
$329K - $402K
|
3.86K
$379K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.58KNew |
$305K - $373K
|
3.58K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.97KNew |
$254K - $310K
|
2.97K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.81K+ 67.41% |
$240K - $293K
|
6.97K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.3KNew |
$196K - $240K
|
2.3K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.18KNew |
$186K - $228K
|
2.18K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.1KNew |
$179K - $219K
|
2.1K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.01K+ 46.38% |
$171K - $209K
|
6.33K
$622K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.96K+ 71.27% |
$167K - $205K
|
4.72K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.81K+ 4.76% |
$155K - $189K
|
39.8K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 17.18% |
$140K - $171K
|
11.2K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.58K+ 1250.0% |
$134K - $164K
|
1.7K
$167K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.4K+ 10.13% |
$120K - $146K
|
15.2K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 9.24% |
$109K - $133K
|
15K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.24K+ 47.25% |
$105K - $129K
|
3.85K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.11K+ 3.19% |
$94.3K - $115K
|
35.7K
$3.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
982New |
$83.8K - $102K
|
982
$96.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
916+ 12.77% |
$78.2K - $95.5K
|
8.09K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
646+ 3.35% |
$55.1K - $67.3K
|
19.9K
$1.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
597+ 8.54% |
$50.9K - $62.2K
|
7.58K
$745K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
597+ 6.26% |
$50.9K - $62.2K
|
10.1K
$996K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
500New |
$42.7K - $52.1K
|
500
$49.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
496+ 5.41% |
$42.3K - $51.7K
|
9.67K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
496+ 0.46% |
$42.3K - $51.7K
|
108K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
476+ 4.77% |
$40.6K - $49.6K
|
10.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
364New |
$31.1K - $37.9K
|
364
$35.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
340New |
$29K - $35.4K
|
340
$33.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
328New |
$28K - $34.2K
|
328
$32.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
262+ 4.94% |
$22.4K - $27.3K
|
5.57K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
257New |
$21.9K - $26.8K
|
257
$25.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
217+ 2.49% |
$18.5K - $22.6K
|
8.93K
$877K
|