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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.59K+ 23.61% |
$107K - $120K
|
8.34K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.49K+ 1472.28% |
$100K - $112K
|
1.59K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.22K+ 8.1% |
$82.1K - $92K
|
16.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.14K+ 22.75% |
$76.6K - $85.8K
|
6.13K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
867+ 3.08% |
$58.5K - $65.5K
|
29K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
800+ 24.23% |
$53.9K - $60.4K
|
4.1K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
800New |
$53.9K - $60.4K
|
800
$62.3K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
772+ 7.63% |
$52.1K - $58.3K
|
10.9K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
738+ 9.36% |
$49.8K - $55.7K
|
8.62K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
678+ 2.26% |
$45.7K - $51.2K
|
30.7K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
633+ 16.66% |
$42.7K - $47.8K
|
4.43K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
472+ 13.67% |
$31.8K - $35.7K
|
3.92K
$306K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
433New |
$29.2K - $32.7K
|
433
$33.7K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
410+ 12.33% |
$27.6K - $31K
|
3.74K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
275New |
$18.5K - $20.8K
|
275
$21.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
266+ 3.85% |
$17.9K - $20.1K
|
7.18K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
252+ 3.77% |
$17K - $19K
|
6.95K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
161+ 894.44% |
$10.9K - $12.2K
|
179
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
149+ 1.48% |
$10K - $11.3K
|
10.2K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$9.44K - $10.6K
|
140
$10.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140New |
$9.44K - $10.6K
|
140
$10.9K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
121+ 1.1% |
$8.16K - $9.14K
|
11.1K
$868K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$6.74K - $7.55K
|
100
$7.79K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
100New |
$6.74K - $7.55K
|
100
$7.79K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
97+ 58.79% |
$6.54K - $7.33K
|
262
$20.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
77+ 1.95% |
$5.19K - $5.82K
|
4.03K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
60+ 260.87% |
$4.05K - $4.53K
|
83
$6.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
59New |
$3.98K - $4.46K
|
59
$4.6K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
57New |
$3.84K - $4.31K
|
57
$4.44K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 1025.0% |
$2.76K - $3.1K
|
45
$3.51K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33+ 0.93% |
$2.23K - $2.49K
|
3.6K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
33New |
$2.23K - $2.49K
|
33
$2.57K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
31+ 0.22% |
$2.09K - $2.34K
|
14.2K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27+ 2.15% |
$1.82K - $2.04K
|
1.29K
$100K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
23+ 0.22% |
$1.55K - $1.74K
|
10.4K
$814K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
20New |
$1.35K - $1.51K
|
20
$1.56K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.29% |
$809 - $906
|
4.12K
$321K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.31% |
$674 - $755
|
3.22K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4+ 0.15% |
$270 - $302
|
2.72K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.44% |
$67.4 - $75.5
|
228
$17.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.03% |
$67.4 - $75.5
|
3.5K
$273K
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
46.3KNew |
$3.26M - $3.58M
|
46.3K
$3.61M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 14.99% |
$727K - $800K
|
79.3K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.94KNew |
$488K - $537K
|
6.94K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$391K - $431K
|
5.56K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$379K - $418K
|
5.4K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.79KNew |
$337K - $371K
|
4.79K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.49KNew |
$316K - $347K
|
4.49K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
3.98K+ 25.79% |
$280K - $308K
|
19.4K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.96KNew |
$208K - $229K
|
2.96K
$231K
|
|