Latest Institutional Purchases of Fidelity Covington Tr Msci Ind (FIDU)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ind (FIDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 16.98% |
$7.81M - $9.93M
|
883K
$71.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
125K+ 7.93% |
$7.64M - $9.71M
|
1.7M
$138M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59.5K+ 75.4% |
$3.63M - $4.61M
|
138K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.2K+ 100.91% |
$3.43M - $4.36M
|
112K
$9.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.3K+ 19.42% |
$3.25M - $4.13M
|
328K
$26.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.9K+ 48.69% |
$1.34M - $1.7M
|
66.9K
$5.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4K+ 1.13% |
$636K - $809K
|
935K
$75.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.03K+ 220.23% |
$551K - $700K
|
13.1K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.52K+ 6.16% |
$520K - $661K
|
147K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.21K+ 47.97% |
$440K - $559K
|
22.2K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
5.12KNew |
$312K - $397K
|
5.12K
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.93KNew |
$301K - $382K
|
4.93K
$399K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
4.8KNew |
$293K - $372K
|
4.8K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.5K+ 6.91% |
$274K - $349K
|
69.6K
$5.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.25K+ 1.5% |
$259K - $330K
|
288K
$23.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4.08KNew |
$249K - $316K
|
4.08K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.7KNew |
$226K - $287K
|
3.7K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.67K+ 22.64% |
$224K - $285K
|
19.9K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.54KNew |
$216K - $274K
|
3.54K
$286K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.44KNew |
$210K - $267K
|
3.44K
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.37K+ 1.89% |
$205K - $261K
|
182K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.18K+ 6.39% |
$194K - $247K
|
53K
$4.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.12KNew |
$190K - $242K
|
3.12K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
3.03KNew |
$185K - $235K
|
3.03K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.96KNew |
$181K - $230K
|
2.96K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.93KNew |
$178K - $227K
|
2.93K
$237K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.79KNew |
$170K - $216K
|
2.79K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.76KNew |
$168K - $214K
|
2.76K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 6.8% |
$168K - $214K
|
43.3K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.76KNew |
$168K - $214K
|
2.76K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.75KNew |
$167K - $213K
|
2.75K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.73KNew |
$167K - $212K
|
2.73K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.72KNew |
$166K - $210K
|
2.72K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.69KNew |
$164K - $209K
|
2.69K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.68KNew |
$163K - $208K
|
2.68K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.67KNew |
$163K - $207K
|
2.67K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.47K+ 9.18% |
$151K - $192K
|
29.4K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2.37K+ 21.97% |
$144K - $184K
|
13.1K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.12KNew |
$130K - $165K
|
2.12K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.91KNew |
$116K - $148K
|
1.91K
$154K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.9K+ 6.21% |
$116K - $147K
|
32.4K
$2.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.69KNew |
$103K - $131K
|
1.69K
$136K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.61K+ 22.98% |
$98.4K - $125K
|
8.63K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 11.58% |
$97.9K - $125K
|
15.5K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.33K+ 6.64% |
$81.2K - $103K
|
21.4K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.26K+ 5.2% |
$76.5K - $97.3K
|
25.4K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.25K+ 10.53% |
$76K - $96.6K
|
13.1K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.03K+ 3.55% |
$62.7K - $79.7K
|
30K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
990+ 16.15% |
$60.4K - $76.8K
|
7.12K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
961+ 1.28% |
$58.6K - $74.5K
|
75.9K
$6.14M
|