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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Jan 24, 2025 Q4 2024	Yoder Wealth Management, Inc. Walnut Creek, CA	BUY	-	1.81K + 4.76%	$155K - $189K	39.8K $3.37M
Feb 13, 2025 Q4 2024	Regal Investment Advisors LLC Kentwood, MI	BUY	-	1.78K + 12.18%	$152K - $185K	16.4K $1.38M
Feb 07, 2025 Q4 2024	Farther Finance Advisors, LLC San Francisco, CA	BUY	-	1.64K + 17.18%	$140K - $171K	11.2K $945K
Jan 31, 2025 Q4 2024	Global Retirement Partners, LLC	BUY	-	1.58K + 1250.0%	$134K - $164K	1.7K $144K
Feb 14, 2025 Q4 2024	Core Cap Advisors, LLC Southfield, MI	BUY	-	1.49K + 142.91%	$127K - $156K	2.54K $215K
Feb 12, 2025 Q4 2024	Wells Fargo & Company San Francisco, CA	BUY	-	1.48K + 5.75%	$126K - $154K	27.1K $2.3M
Jan 24, 2025 Q4 2024	Davenport & CO LLC	BUY	-	1.4K + 10.13%	$120K - $146K	15.2K $1.29M
Jan 15, 2025 Q4 2024	Ameritas Advisory Services, LLC Lincoln, NE	BUY	-	1.27K + 9.24%	$109K - $133K	15K $1.27M
Jan 14, 2025 Q4 2024	American National Bank	BUY	-	1.24K + 47.25%	$105K - $129K	3.85K $326K
Feb 10, 2025 Q4 2024	Penobscot Wealth Management	BUY	-	1.11K + 3.19%	$94.3K - $115K	35.7K $3.02M
Jan 22, 2025 Q4 2024	Ronald Blue Trust, Inc. Brentwood, TN	BUY	-	982 New	$83.8K - $102K	982 $83.1K
Jan 22, 2025 Q4 2024	Vci Wealth Management LLC St Louis, MO	BUY	-	916 + 12.77%	$78.2K - $95.5K	8.09K $685K
Feb 14, 2025 Q4 2024	Mai Capital Management	BUY	-	751 New	$64.1K - $78.3K	751 $63.5K
Jan 21, 2025 Q4 2024	Cx Institutional	BUY	-	646 + 3.35%	$55.1K - $67.3K	19.9K $1.68M
Feb 14, 2025 Q4 2024	Qube Research & Technologies LTD London, X0	BUY	-	641 New	$54.7K - $66.8K	641 $54.2K
Feb 13, 2025 Q4 2024	Pgim Custom Harvest LLC Newark, NJ	BUY	-	617 + 10.4%	$52.6K - $64.3K	6.55K $554K
Jan 27, 2025 Q4 2024	Schmidt P J Investment Management Inc Cedarburg, WI	BUY	-	597 + 6.26%	$50.9K - $62.2K	10.1K $858K
Jan 10, 2025 Q4 2024	Wealth Enhancement Advisory Services, LLC	BUY	-	597 + 8.54%	$50.9K - $62.2K	7.58K $642K
Jan 28, 2025 Q4 2024	Wingate Wealth Advisors, Inc. Lexington, MA	BUY	-	500 New	$42.7K - $52.1K	500 $42.3K
Feb 10, 2025 Q4 2024	Commonwealth Equity Services, LLC	BUY	-	496 + 0.46%	$42.3K - $51.7K	108K $9.12M
Feb 07, 2025 Q4 2024	Investors Research Corp	BUY	-	496 + 5.41%	$42.3K - $51.7K	9.67K $818K
Feb 07, 2025 Q4 2024	Personal Cfo Solutions, LLC	BUY	-	476 + 4.77%	$40.6K - $49.6K	10.5K $885K
Feb 14, 2025 Q4 2024	Beaumont Capital Management, LLC Boston, MA	BUY	-	410 + 0.73%	$35K - $42.7K	56.8K $4.81M
Feb 12, 2025 Q4 2024	Cibc Private Wealth Group, LLC	BUY	-	394 New	$33.6K - $41.1K	394 $33.3K
Jan 14, 2025 Q4 2024	Decker Retirement Planning Inc. Levi, UT	BUY	-	364 New	$31.1K - $37.9K	364 $30.8K
Feb 06, 2025 Q4 2024	Cullen/Frost Bankers, Inc.	BUY	-	340 New	$29K - $35.4K	340 $28.8K
Feb 03, 2025 Q4 2024	Capital Investment Counsel, Inc	BUY	-	328 New	$28K - $34.2K	328 $27.8K
Feb 18, 2025 Q4 2024	Sunbelt Securities, Inc. Houston, TX	BUY	-	278 + 3.46%	$23.7K - $29K	8.32K $704K
Feb 10, 2025 Q4 2024	Envestnet Portfolio Solutions, Inc. Berwyn, PA	BUY	-	262 + 4.94%	$22.4K - $27.3K	5.57K $471K
Jan 21, 2025 Q4 2024	Fifth Third Bancorp	BUY	-	257 New	$21.9K - $26.8K	257 $21.7K
Feb 10, 2025 Q4 2024	Axxcess Wealth Management, LLC Carlsbad, CA	BUY	-	217 + 2.49%	$18.5K - $22.6K	8.93K $755K
Feb 06, 2025 Q4 2024	Promus Capital, LLC Chicago, IL	BUY	-	210 New	$17.9K - $21.9K	210 $17.8K
Feb 04, 2025 Q4 2024	Ifp Advisors, Inc	BUY	-	207 + 18.6%	$17.7K - $21.6K	1.32K $112K
Mar 12, 2025 Q4 2024	Centaurus Financial, Inc.	BUY	-	193 + 4.03%	$16.5K - $20.1K	4.99K $422K
Jan 28, 2025 Q4 2024	Newbridge Financial Services Group, Inc.	BUY	-	142 New	$12.1K - $14.8K	142 $12K
Jan 27, 2025 Q4 2024	Centennial Wealth Advisory LLC	BUY	-	135 + 3.17%	$11.5K - $14.1K	4.4K $372K
Jan 30, 2025 Q4 2024	Roxbury Financial LLC Mount Arlington, NJ	BUY	-	128 New	$10.9K - $13.3K	128 $10.8K
Feb 14, 2025 Q4 2024	Pmv Capital Advisers, LLC Dallas, TX	BUY	-	105 New	$8.96K - $10.9K	105 $8.89K
Feb 11, 2025 Q4 2024	Simplex Trading, LLC	BUY	-	105 + 76.09%	$8.96K - $10.9K	243 $20.6K
Jan 28, 2025 Q4 2024	Kestra Private Wealth Services, LLC	BUY	-	97 + 0.44%	$8.28K - $10.1K	22.2K $1.88M
Jan 21, 2025 Q4 2024	Sound Income Strategies, LLC	BUY	-	91 New	$7.77K - $9.49K	91 $7.7K
Feb 13, 2025 Q4 2024	Quest 10 Wealth Builders, Inc. Fuquay Varina, VA	BUY	-	88 New	$7.51K - $9.17K	88 $7.45K
Jan 29, 2025 Q4 2024	Pathway Financial Advisers, LLC Auburn, IN	BUY	-	85 + 0.55%	$7.25K - $8.86K	15.6K $1.32M
Jan 30, 2025 Q4 2024	Allworth Financial LP	BUY	-	80 + 66.12%	$6.83K - $8.34K	201 $17K
Jan 31, 2025 Q4 2024	Kestra Investment Management, LLC Austin, TX	BUY	-	65 New	$5.55K - $6.78K	65 $5.5K
Feb 14, 2025 Q4 2024	Minot De Blois Advisors LLC Boston, MA	BUY	-	64 New	$5.46K - $6.67K	64 $5.42K
Feb 14, 2025 Q4 2024	Pathstone Holdings, LLC Englewood, NJ	BUY	-	64 + 0.9%	$5.46K - $6.67K	7.19K $608K
Jan 29, 2025 Q4 2024	Soltis Investment Advisors LLC St. George, UT	BUY	-	62 + 0.87%	$5.29K - $6.46K	7.18K $607K
Feb 13, 2025 Q4 2024	Stifel Financial Corp St. Louis, MO	BUY	-	62 + 0.09%	$5.29K - $6.46K	65.4K $5.54M
Feb 07, 2025 Q4 2024	Pfg Advisors	BUY	-	56 + 1.93%	$4.78K - $5.84K	2.96K $251K

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P - Open market or private purchase×

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V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Con (FDIS)

1.81K

1.78K

1.64K

1.58K

1.49K

1.48K

1.4K

1.27K

1.24K

1.11K

982

916

751

646

641

617

597

597

500

496

496

476

410

394

364

340

328

278

262

257

217

210

207

193

142

135

128

105

105

97

91

88

85

80

65

64

64

62

62

56

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