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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.24KClosed |
$272K - $291K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41.8KClosed |
$2.17M - $2.32M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-299Closed |
$15.5K - $16.6K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.75KClosed |
$298K - $319K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 50.0% |
$2.62K - $2.78K
|
50
$3.54K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-300Closed |
$15.7K - $16.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$839 - $890
|
16
$1.13K
|
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 25.0% |
$210 - $223
|
20
$1.41K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16- 15.84% |
$839 - $890
|
85
$6.01K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.37KClosed |
$71.6K - $76K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-90Closed |
$4.72K - $5.01K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.73KClosed |
$79K - $90.5K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-100Closed |
$4.56K - $5.22K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-631Closed |
$28.8K - $32.9K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.65KClosed |
$258K - $295K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.3KClosed |
$50.7K - $61K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$274 - $330
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-27.6KClosed |
$1.08M - $1.3M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-249- 75.23% |
$8.72K - $10.4K
|
82
$5.8K
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-242Closed |
$8.48K - $10.1K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-13.3KClosed |
$466K - $555K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-865Closed |
$30.3K - $36K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.99KNew |
$173K - $237K
|
5.99K
$424K
|
|
|
Aug 14, 2020
Q2 2020
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.84KClosed |
$168K - $231K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-89.4KClosed |
$2.58M - $3.54M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.69KNew |
$48.6K - $66.8K
|
1.69K
$119K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-349Closed |
$10.1K - $13.8K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.6KClosed |
$277K - $380K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 11, 2024
Q1 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11.3KClosed |
$283K - $494K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-666KClosed |
$16.7M - $29.2M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.44KClosed |
$36.2K - $63.1K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.4KClosed |
$614K - $1.07M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.88KClosed |
$123K - $214K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-15Closed |
$377 - $658
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.84KClosed |
$46.1K - $80.5K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.3KClosed |
$32.6K - $56.8K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-8.52KClosed |
$214K - $374K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.32KClosed |
$184K - $321K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.87KClosed |
$123K - $214K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-200Closed |
$7.6K - $8.48K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Dakota Wealth Management
|
SELL
|
- |
-5.4KClosed |
$205K - $229K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Assetmark, Inc
|
SELL
|
- |
-2.73KClosed |
$102K - $111K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-515Closed |
$19.3K - $21K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Adirondack Trust CO
|
SELL
|
- |
-732Closed |
$27.4K - $29.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-60Closed |
$2.22K - $2.41K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3.11KClosed |
$115K - $125K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Destination Wealth Management
|
SELL
|
- |
-74Closed |
$2.37K - $2.89K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-6.83KClosed |
$218K - $267K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 24, 2023
Q4 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.96K- 96.14% |
$244K - $324K
|
320
$22.6K
|
|