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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-536- 99.44% |
$34.6K - $38.7K
|
3
$213
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.04K+ 18.12% |
$132K - $147K
|
13.3K
$945K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 4.99% |
$69.9K - $78.2K
|
20.6K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-227- 1.49% |
$14.6K - $16.4K
|
15K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.18K+ 5.03% |
$75.8K - $84.8K
|
24.5K
$1.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.06K- 13.06% |
$262K - $293K
|
27K
$1.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-132- 85.16% |
$8.52K - $9.53K
|
23
$1.63K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 65.36% |
$12.9K - $14.4K
|
106
$7.52K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11+ 0.16% |
$710 - $794
|
6.89K
$489K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.82K+ 9.84% |
$117K - $131K
|
20.3K
$1.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.88KNew |
$186K - $208K
|
2.88K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
352+ 8.69% |
$22.7K - $25.4K
|
4.4K
$313K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35+ 1.02% |
$2.26K - $2.53K
|
3.46K
$245K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
598+ 37.05% |
$38.6K - $43.2K
|
2.21K
$157K
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
15.2K+ 14.94% |
$982K - $1.03M
|
117K
$8.32M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
100New |
$6.45K - $6.78K
|
100
$7.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.03% |
$64.5 - $67.8
|
3.5K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.2K- 18.75% |
$913K - $960K
|
61.4K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
167New |
$10.8K - $11.3K
|
167
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9+ 0.28% |
$580 - $610
|
3.21K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.89MNew |
$122M - $128M
|
1.89M
$134M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 2.56% |
$64.5 - $67.8
|
40
$2.84K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-38- 8.7% |
$2.45K - $2.58K
|
399
$28.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$10.3K - $10.8K
|
160
$11.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
133New |
$8.57K - $9.01K
|
133
$9.44K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-204- 50.0% |
$13.1K - $13.8K
|
204
$14.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.22K- 12.6% |
$401K - $422K
|
43.2K
$3.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
132New |
$8.51K - $8.95K
|
132
$9.37K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-199- 46.82% |
$12.8K - $13.5K
|
226
$16K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-654- 13.39% |
$42.2K - $44.3K
|
4.23K
$300K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.28KNew |
$276K - $290K
|
4.28K
$304K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
220KNew |
$14.2M - $14.9M
|
220K
$15.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
148+ 1.77% |
$9.54K - $10K
|
8.52K
$605K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.79KNew |
$115K - $121K
|
1.79K
$127K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25New |
$1.61K - $1.69K
|
25
$1.77K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-74- 11.35% |
$4.77K - $5.01K
|
578
$41K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
627New |
$40.4K - $42.5K
|
627
$44.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.4KNew |
$1.57M - $1.65M
|
24.4K
$1.73M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.88K- 17.98% |
$111K - $128K
|
8.59K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.7K- 22.89% |
$630K - $723K
|
35.9K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.1K+ 500.06% |
$1.07M - $1.23M
|
21.7K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
31.2K+ 76.95% |
$1.84M - $2.11M
|
71.7K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
83+ 1.84% |
$4.9K - $5.63K
|
4.58K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.26% |
$118 - $136
|
786
$55.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 45.16% |
$827 - $949
|
17
$1.21K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.21KNew |
$189K - $217K
|
3.21K
$228K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.28K+ 70.78% |
$75.8K - $87.1K
|
3.1K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 0.24% |
$3.07K - $3.53K
|
21.5K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
390New |
$23K - $26.4K
|
390
$27.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.17KNew |
$305K - $351K
|
5.17K
$367K
|
|