Latest Institutional Transactions on Fidelity Covington Tr Msci Ind (FIDU)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ind (FIDU) 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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.29% |
$809 - $906
|
4.12K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.33K- 4.71% |
$89.5K - $100K
|
26.8K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-239- 0.77% |
$16.1K - $18.1K
|
30.9K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
20New |
$1.35K - $1.51K
|
20
$1.56K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-7.59K- 32.38% |
$512K - $573K
|
15.8K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
77+ 1.95% |
$5.19K - $5.82K
|
4.03K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-39- 55.71% |
$2.63K - $2.95K
|
31
$2.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-585- 13.52% |
$39.4K - $44.2K
|
3.74K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
97+ 58.79% |
$6.54K - $7.33K
|
262
$20.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
33+ 0.15% |
$2.23K - $2.49K
|
21.5K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
800New |
$53.9K - $60.4K
|
800
$62.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.03% |
$67.4 - $75.5
|
3.5K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-864- 1.89% |
$58.3K - $65.3K
|
45K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
100New |
$6.74K - $7.55K
|
100
$7.79K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 6.17% |
$78.4K - $87.8K
|
17.7K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18- 26.47% |
$1.21K - $1.36K
|
50
$3.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
12K+ 80.7% |
$810K - $908K
|
26.9K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
59New |
$3.98K - $4.46K
|
59
$4.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-75- 0.9% |
$5.06K - $5.67K
|
8.27K
$644K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
275New |
$18.5K - $20.8K
|
275
$21.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
446+ 1.47% |
$30.1K - $33.7K
|
30.8K
$2.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.21K- 32.42% |
$486K - $545K
|
15K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 5.45% |
$71.1K - $79.6K
|
18.3K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 66.81% |
$1.22M - $1.37M
|
9K
$702K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$9.44K - $10.6K
|
140
$10.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
3.5KNew |
$236K - $265K
|
3.5K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-474- 2.43% |
$32K - $35.8K
|
19K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.83K+ 2.89% |
$123K - $138K
|
65.1K
$5.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-25- 0.37% |
$1.69K - $1.89K
|
6.7K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-101- 2.14% |
$6.81K - $7.63K
|
4.61K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-104Closed |
$7.01K - $7.86K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
406+ 7.93% |
$27.4K - $30.7K
|
5.53K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.34K+ 35.98% |
$90K - $101K
|
5.05K
$393K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 1025.0% |
$2.76K - $3.1K
|
45
$3.51K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.42KNew |
$230K - $258K
|
3.42K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3.13K- 17.43% |
$211K - $237K
|
14.8K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.16KNew |
$281K - $314K
|
4.16K
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
633+ 16.66% |
$42.7K - $47.8K
|
4.43K
$345K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.12K+ 22.93% |
$143K - $160K
|
11.4K
$885K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
266+ 3.85% |
$17.9K - $20.1K
|
7.18K
$559K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140New |
$9.44K - $10.6K
|
140
$10.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-52- 17.22% |
$3.51K - $3.93K
|
250
$19.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
433New |
$29.2K - $32.7K
|
433
$33.7K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 14.99% |
$727K - $800K
|
79.3K
$6.18M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-632- 1.27% |
$44.4K - $48.9K
|
49.2K
$3.83M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
411New |
$28.9K - $31.8K
|
411
$32K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
236New |
$16.6K - $18.3K
|
236
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.49KNew |
$316K - $347K
|
4.49K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
132New |
$9.28K - $10.2K
|
132
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.63K- 46.73% |
$256K - $281K
|
4.14K
$323K
|
|