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 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.26% |
$118 - $136
|
786
$61.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.9KNew |
$404K - $486K
|
7.9K
$616K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.67KNew |
$85.4K - $103K
|
1.67K
$130K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
518New |
$26.5K - $31.8K
|
518
$40.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
500+ 12.14% |
$25.5K - $30.7K
|
4.62K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
393+ 132.77% |
$20.1K - $24.2K
|
689
$53.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
104New |
$5.31K - $6.39K
|
104
$8.1K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102New |
$5.21K - $6.27K
|
102
$7.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
91New |
$4.65K - $5.59K
|
91
$7.09K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70New |
$3.58K - $4.3K
|
70
$5.45K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66New |
$3.37K - $4.06K
|
66
$5.14K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50New |
$2.55K - $3.07K
|
50
$3.9K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.3K+ 130.65% |
$69.7K - $76.6K
|
2.3K
$179K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
451New |
$24.2K - $26.6K
|
451
$35.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
451New |
$24.2K - $26.6K
|
451
$35.1K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
171New |
$9.17K - $10.1K
|
171
$13.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$3.38K - $3.71K
|
63
$4.91K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
33New |
$1.77K - $1.94K
|
33
$2.57K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.21% |
$965 - $1.06K
|
8.7K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 125.0% |
$268 - $295
|
9
$701
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.32KNew |
$219K - $246K
|
4.32K
$337K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.43K+ 33.85% |
$72.7K - $81.5K
|
5.67K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$66K - $73.9K
|
1.3K
$101K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
600New |
$30.5K - $34.1K
|
600
$46.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
142New |
$7.21K - $8.08K
|
142
$11.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
84New |
$4.26K - $4.78K
|
84
$6.55K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
63New |
$3.2K - $3.58K
|
63
$4.91K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.85% |
$50.8 - $56.9
|
55
$4.29K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
12.7KNew |
$638K - $693K
|
12.7K
$989K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.01KNew |
$51K - $55.3K
|
1.01K
$79K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
145New |
$7.29K - $7.91K
|
145
$11.3K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 19.59% |
$955 - $1.04K
|
116
$9.04K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2New |
$101 - $109
|
2
$156
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
63.1KNew |
$2.8M - $3.35M
|
63.1K
$4.91M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
940New |
$41.7K - $50K
|
940
$73.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
729New |
$32.4K - $38.7K
|
729
$56.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
280New |
$12.4K - $14.9K
|
280
$21.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
268New |
$11.9K - $14.2K
|
268
$20.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
172New |
$7.64K - $9.14K
|
172
$13.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
120New |
$5.33K - $6.38K
|
120
$9.35K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
108New |
$4.79K - $5.74K
|
108
$8.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$4.44K - $5.32K
|
100
$7.79K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
25New |
$1.11K - $1.33K
|
25
$1.95K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.3K+ 128.54% |
$667K - $808K
|
27.2K
$2.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$474K - $574K
|
10.9K
$846K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.63K+ 2191.83% |
$246K - $298K
|
5.89K
$459K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.15KNew |
$93.9K - $114K
|
2.15K
$168K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
805New |
$35.2K - $42.6K
|
805
$62.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
730New |
$31.9K - $38.6K
|
730
$56.9K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100New |
$4.37K - $5.29K
|
100
$7.79K
|
|