Latest Institutional Transactions on Fidelity Covington Tr Divid Et (FDRR)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Divid Et (FDRR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
190+ 2.69% |
$8.36K - $10.3K
|
7.26K
$427K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.9K- 21.37% |
$829K - $1.02M
|
69.4K
$4.08M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-500- 6.41% |
$22K - $27.1K
|
7.3K
$430K
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.4K- 26.27% |
$61.7K - $76K
|
3.93K
$232K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.71K+ 10.06% |
$163K - $201K
|
40.6K
$2.39M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.85K- 42.83% |
$125K - $154K
|
3.8K
$224K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.58% |
$132 - $163
|
524
$30.8K
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-55- 0.86% |
$2.42K - $2.98K
|
6.34K
$373K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.5K- 50.68% |
$1.3M - $1.6M
|
28.7K
$1.69M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.51% |
$352 - $434
|
1.57K
$92.2K
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-44- 1.08% |
$1.94K - $2.39K
|
4.02K
$237K
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.48K- 34.75% |
$109K - $135K
|
4.67K
$275K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-257K- 26.28% |
$11.3M - $14M
|
722K
$42.5M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.46K- 25.74% |
$64.2K - $79.1K
|
4.21K
$248K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 0.9% |
$4.4K - $5.42K
|
11K
$646K
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
133KNew |
$5.84M - $7.2M
|
133K
$7.81M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
189+ 32.42% |
$8.31K - $10.2K
|
772
$45.4K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.28% |
$1.1K - $1.36K
|
9.02K
$531K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
4.28KNew |
$188K - $232K
|
4.28K
$252K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.84K- 11.16% |
$91.5K - $99.4K
|
14.7K
$863K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.99KNew |
$446K - $485K
|
8.99K
$529K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.64K- 6.14% |
$81.4K - $88.5K
|
25.1K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-50- 0.46% |
$2.48K - $2.7K
|
10.8K
$633K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.1K- 24.85% |
$154K - $167K
|
9.38K
$552K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.61K+ 895.91% |
$229K - $249K
|
5.12K
$301K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 50.0% |
$39.7K - $43.2K
|
800
$47.1K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
25+ 0.57% |
$1.24K - $1.35K
|
4.42K
$260K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
160+ 12.8% |
$7.94K - $8.64K
|
1.41K
$83K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19.7K- 98.0% |
$979K - $1.06M
|
403
$23.7K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 7.69% |
$49.7 - $54
|
14
$824
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
392New |
$20K - $21.1K
|
392
$23.1K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.31KNew |
$219K - $232K
|
4.31K
$254K
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.93KNew |
$353K - $373K
|
6.93K
$408K
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.45KNew |
$226K - $239K
|
4.45K
$262K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
115New |
$5.86K - $6.18K
|
115
$6.77K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
84New |
$3.91K - $4.33K
|
84
$4.94K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.97KNew |
$231K - $256K
|
4.97K
$293K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-500- 50.0% |
$23.3K - $25.8K
|
500
$29.4K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$837 - $927
|
18
$1.06K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.84KNew |
$85.6K - $94.8K
|
1.84K
$108K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$465 - $515
|
10
$589
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-455- 7.92% |
$21.2K - $23.4K
|
5.29K
$311K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$46.5 - $51.5
|
2.6K
$153K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.57K- 4.64% |
$73.1K - $80.9K
|
32.3K
$1.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-298- 0.76% |
$13.9K - $15.3K
|
39.1K
$2.3M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
154+ 2.15% |
$7.16K - $7.93K
|
7.3K
$430K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.14K+ 84.4% |
$183K - $203K
|
9.05K
$532K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400New |
$17.7K - $19.7K
|
400
$23.5K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3+ 0.06% |
$133 - $147
|
5.33K
$314K
|