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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
65New |
$4.57K - $5.03K
|
65
$5.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
47New |
$3.3K - $3.64K
|
47
$3.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40New |
$2.81K - $3.1K
|
40
$3.12K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-215- 6.7% |
$15.1K - $16.6K
|
3K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$391K - $431K
|
5.56K
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
500New |
$35.2K - $38.7K
|
500
$39K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$17.6K - $19.3K
|
250
$19.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
99New |
$6.96K - $7.66K
|
99
$7.71K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
37New |
$2.6K - $2.86K
|
37
$2.88K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.96KNew |
$208K - $229K
|
2.96K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.57% |
$70.3 - $77.4
|
175
$13.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56K+ 51933.33% |
$110K - $121K
|
1.56K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$703 - $774
|
10
$779
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.69K+ 1.76% |
$189K - $208K
|
155K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.62K+ 5792.86% |
$114K - $126K
|
1.65K
$129K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$379K - $418K
|
5.4K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25+ 0.52% |
$1.76K - $1.93K
|
4.83K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-396- 3.81% |
$27.8K - $30.6K
|
9.99K
$778K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.94KNew |
$488K - $537K
|
6.94K
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
3.98K+ 25.79% |
$280K - $308K
|
19.4K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12New |
$844 - $929
|
12
$935
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.06% |
$141 - $155
|
3.08K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-27- 0.53% |
$1.9K - $2.09K
|
5.04K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.79KNew |
$337K - $371K
|
4.79K
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
46.3KNew |
$3.26M - $3.58M
|
46.3K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
434New |
$30.5K - $33.6K
|
434
$33.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
100+ 24.33% |
$7.03K - $7.74K
|
511
$39.8K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
823+ 403.43% |
$53.1K - $59.4K
|
1.03K
$80K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.08KNew |
$199K - $222K
|
3.08K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.21K- 6.28% |
$336K - $376K
|
77.7K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.15KNew |
$203K - $227K
|
3.15K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.3K+ 6.39% |
$83.8K - $93.7K
|
21.6K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$64.5 - $72.2
|
209
$16.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
832New |
$53.7K - $60K
|
832
$64.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.1KNew |
$71.2K - $79.7K
|
1.1K
$86K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.07K- 62.92% |
$69.3K - $77.5K
|
633
$49.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
245New |
$15.8K - $17.7K
|
245
$19.1K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.8K+ 7114.69% |
$3.41M - $3.81M
|
53.5K
$4.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
225+ 3.3% |
$14.5K - $16.2K
|
7.05K
$549K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.04K+ 18.12% |
$132K - $147K
|
13.3K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-132- 85.16% |
$8.52K - $9.53K
|
23
$1.79K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
167New |
$10.8K - $11.3K
|
167
$13K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.89MNew |
$122M - $128M
|
1.89M
$147M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-38- 8.7% |
$2.45K - $2.58K
|
399
$31.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$10.3K - $10.8K
|
160
$12.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
133New |
$8.57K - $9.01K
|
133
$10.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
132New |
$8.51K - $8.95K
|
132
$10.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
148+ 1.77% |
$9.54K - $10K
|
8.52K
$664K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.79KNew |
$115K - $121K
|
1.79K
$140K
|
|