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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
250New |
$8.87K - $10.7K
|
250
$13.7K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$12.9K - $15.6K
|
365
$20K
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.88K- 6.74% |
$138K - $165K
|
53.7K
$2.94M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-593Closed |
$22.3K - $26.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11Closed |
$413 - $492
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
271+ 12.3% |
$10.2K - $12.1K
|
2.48K
$136K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.8KNew |
$1.2M - $1.42M
|
31.8K
$1.74M
|
|
Aug 11, 2022
Q2 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
6.1KNew |
$229K - $273K
|
6.1K
$334K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-255- 0.55% |
$9.58K - $11.4K
|
45.7K
$2.5M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
253New |
$9.51K - $11.3K
|
253
$13.9K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-68- 3.02% |
$2.55K - $3.04K
|
2.18K
$119K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
366New |
$13.8K - $16.4K
|
366
$20K
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
40+ 0.6% |
$1.5K - $1.79K
|
6.74K
$369K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
300New |
$11.3K - $13.4K
|
300
$16.4K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-7.16KClosed |
$269K - $320K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5KClosed |
$188K - $224K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.2KClosed |
$1.06M - $1.16M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.33KClosed |
$96.8K - $106K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.3KClosed |
$466K - $490K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19.1KNew |
$790K - $831K
|
19.1K
$1.05M
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-452Closed |
$18.3K - $19.3K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.4KClosed |
$138K - $145K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.51KClosed |
$223K - $235K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
386New |
$14K - $15.7K
|
386
$21.1K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.59KClosed |
$57.7K - $64.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.57KClosed |
$57.1K - $63.9K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-509Closed |
$18.5K - $20.7K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-106Closed |
$3.85K - $4.31K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-33Closed |
$1.03K - $1.21K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-80Closed |
$2.51K - $2.94K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-301Closed |
$9.43K - $11.1K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-174Closed |
$5.32K - $5.97K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-407- 55.98% |
$10.3K - $13.4K
|
320
$17.5K
|
|
Aug 14, 2020
Q2 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.87KClosed |
$198K - $259K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.2KClosed |
$383K - $499K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.3K- 87.84% |
$32.8K - $42.7K
|
180
$9.86K
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-500Closed |
$12.6K - $16.4K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-9.3KClosed |
$235K - $306K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-15.6KClosed |
$393K - $512K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-465Closed |
$10.6K - $17K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.49KClosed |
$148K - $237K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.29KClosed |
$29.3K - $46.9K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 18, 2020
Q4 2019
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.38KClosed |
$199K - $225K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-767Closed |
$24.5K - $25.2K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-51.4KClosed |
$1.64M - $1.69M
|
0
$0
|
|
Q2 2019 | |||||||
Aug 07, 2019
Q2 2019
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
144New |
N/A
|
144
$7.89K
|
|
Jul 30, 2019
Q2 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-206Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Citizens Financial Group Inc
|
SELL
|
- |
-507Closed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.65KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|