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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272New |
$11.8K - $12.7K
|
272
$14.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.05KNew |
$45.4K - $48.7K
|
1.05K
$57.3K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-3.42K- 38.79% |
$148K - $159K
|
5.39K
$295K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
9+ 0.15% |
$390 - $419
|
6.1K
$334K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.52K+ 21.56% |
$239K - $257K
|
31.1K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
350New |
$15.2K - $16.3K
|
350
$19.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.54KNew |
$66.7K - $71.5K
|
1.54K
$84.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-159- 1.95% |
$6.9K - $7.4K
|
7.98K
$437K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.61K- 75.67% |
$61.4K - $70.7K
|
516
$28.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
127New |
$4.86K - $5.59K
|
127
$6.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.61KNew |
$253K - $291K
|
6.61K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
500+ 1.67% |
$19.1K - $22K
|
30.4K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.59KNew |
$175K - $202K
|
4.59K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$47.3K - $54.4K
|
1.24K
$67.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
89+ 0.99% |
$3.4K - $3.92K
|
9.07K
$497K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-2.95K- 28.83% |
$113K - $130K
|
7.29K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.92KNew |
$188K - $217K
|
4.92K
$270K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.71KNew |
$142K - $163K
|
3.71K
$203K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
300New |
$11.9K - $12.9K
|
300
$16.4K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.37KNew |
$134K - $145K
|
3.37K
$184K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
100+ 0.76% |
$3.97K - $4.3K
|
13.3K
$728K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
350New |
$13.9K - $15.1K
|
350
$19.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-198- 33.0% |
$7.86K - $8.52K
|
402
$22K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-448- 5.13% |
$17.8K - $19.3K
|
8.29K
$454K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.52K- 22.8% |
$60.1K - $63.7K
|
5.14K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
840New |
$33.3K - $35.2K
|
840
$46K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-247Closed |
$9.58K - $10.5K
|
0
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
379New |
$14.7K - $16K
|
379
$20.8K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.84K+ 4.87% |
$110K - $120K
|
61.1K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.23KNew |
$203K - $221K
|
5.23K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
473New |
$18.4K - $20K
|
473
$25.9K
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-710- 11.93% |
$27.5K - $30K
|
5.24K
$287K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.21KNew |
$124K - $136K
|
3.21K
$176K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.05K+ 582.78% |
$40.7K - $44.4K
|
1.23K
$67.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.15K- 5.01% |
$83.3K - $90.8K
|
40.7K
$2.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.25K- 9.21% |
$48.5K - $52.9K
|
12.3K
$675K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$504 - $550
|
6.43K
$352K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.63KNew |
$237K - $278K
|
6.63K
$363K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35New |
$1.25K - $1.47K
|
35
$1.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.96K+ 3535.71% |
$142K - $166K
|
4.07K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6+ 0.43% |
$215 - $251
|
1.41K
$77.4K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-585- 8.11% |
$20.9K - $24.5K
|
6.63K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.26KNew |
$188K - $220K
|
5.26K
$288K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
201New |
$7.19K - $8.42K
|
201
$11K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-37K- 12.33% |
$1.33M - $1.55M
|
263K
$14.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
493New |
$17.6K - $20.7K
|
493
$27K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
75New |
$2.68K - $3.14K
|
75
$4.11K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
200New |
$7.09K - $8.52K
|
200
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-690- 7.1% |
$24.5K - $29.4K
|
9.03K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$35.5 - $42.6
|
208
$11.4K
|
|