Latest Institutional Transactions on Fidelity Covington Tr (FIDI)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr (FIDI) 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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.12% |
$19.4 - $23.7
|
806
$19.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.3K+ 78.6% |
$570K - $694K
|
66.6K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-674- 3.5% |
$13.1K - $16K
|
18.6K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.59K- 7.96% |
$31K - $37.8K
|
18.4K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.76K+ 201.94% |
$190K - $231K
|
14.6K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.84K- 9.32% |
$55.2K - $67.3K
|
27.6K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4K+ 13.56% |
$27.2K - $33.1K
|
11.7K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51K- 37.16% |
$991K - $1.21M
|
86.2K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2K- 3.46% |
$38.9K - $47.4K
|
55.9K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
168New |
$3.27K - $3.98K
|
168
$4.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.4KNew |
$1.06M - $1.29M
|
54.4K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 17.66% |
$357K - $435K
|
85.5K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 38.52% |
$35.6K - $43.4K
|
6.58K
$160K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.48K+ 17.34% |
$48.2K - $58.7K
|
16.8K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 6.66% |
$19.5K - $23.7K
|
16K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.5K+ 22.54% |
$204K - $248K
|
57K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 31.46% |
$238K - $291K
|
51.2K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.1K+ 488.33% |
$60.2K - $73.4K
|
3.73K
$90.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 1.99% |
$97.2 - $119
|
256
$6.24K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
95+ 0.98% |
$1.85K - $2.25K
|
9.83K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.05K- 3.84% |
$20.4K - $24.8K
|
26.2K
$639K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
41+ 0.44% |
$797 - $972
|
9.43K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 10.33% |
$977K - $1.19M
|
537K
$13.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-540- 3.81% |
$10.5K - $12.8K
|
13.6K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-14.2K- 18.62% |
$276K - $337K
|
62.1K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1New |
$19.4 - $23.7
|
1
$24.4
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.45K- 9.31% |
$28.1K - $34.3K
|
14.1K
$343K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.76K- 2.86% |
$34.3K - $41.8K
|
60K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-29- 0.08% |
$564 - $687
|
37.1K
$903K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
15.5KNew |
$301K - $367K
|
15.5K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.02KNew |
$58.7K - $71.6K
|
3.02K
$73.6K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-7.59K- 1.98% |
$148K - $180K
|
376K
$9.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.43KNew |
$86.1K - $105K
|
4.43K
$108K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
22.9K+ 92.4% |
$445K - $542K
|
47.6K
$1.16M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.99K- 15.73% |
$38.7K - $44.6K
|
10.7K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 1.05% |
$116 - $134
|
579
$14.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$19.4K - $22.4K
|
1K
$24.4K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.77KNew |
$190K - $218K
|
9.77K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$19.4 - $22.4
|
1
$24.4
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.17KNew |
$22.8K - $26.2K
|
1.17K
$28.6K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.15K+ 22.82% |
$100K - $115K
|
27.7K
$675K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-8.09K- 47.35% |
$157K - $181K
|
9K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.85K- 50.0% |
$191K - $220K
|
9.85K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
266New |
$5.16K - $5.95K
|
266
$6.48K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.63KNew |
$187K - $215K
|
9.63K
$234K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$216K - $243K
|
11.2K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
393New |
$7.58K - $8.52K
|
393
$9.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$96.5 - $108
|
5
$122
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-10.8K- 28.27% |
$209K - $235K
|
27.5K
$669K
|
|