Latest Institutional Transactions on Fidelity Covington Tr Preferre (FPFD)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Preferre (FPFD) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750New |
$15.6K - $16.2K
|
750
$16.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.87K+ 14.17% |
$80.4K - $83.5K
|
31.2K
$674K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
382New |
$7.94K - $8.24K
|
382
$8.26K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.62K+ 117.42% |
$183K - $188K
|
16K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12- 32.43% |
$255 - $262
|
25
$541
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150New |
$3.19K - $3.27K
|
150
$3.24K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
107New |
$2.27K - $2.33K
|
107
$2.31K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.9K+ 21.55% |
$401K - $412K
|
106K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.34K+ 36.75% |
$28.5K - $29.2K
|
4.99K
$108K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-74- 4.42% |
$1.57K - $1.61K
|
1.6K
$34.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10.4K+ 7.45% |
$220K - $226K
|
150K
$3.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-531- 1.05% |
$11.3K - $11.6K
|
49.9K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-167- 1.21% |
$3.55K - $3.64K
|
13.7K
$296K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.12K- 43.09% |
$67.1K - $70K
|
4.12K
$89.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.7KNew |
$2.06M - $2.14M
|
95.7K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.69K- 15.81% |
$57.7K - $60.2K
|
14.3K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20KNew |
$430K - $448K
|
20K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
174+ 6.98% |
$3.74K - $3.9K
|
2.67K
$57.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.4% |
$258 - $269
|
3K
$64.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-127- 1.1% |
$2.73K - $2.85K
|
11.4K
$246K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1KNew |
$21K - $21.6K
|
1K
$21.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
10New |
$210 - $216
|
10
$216
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.34KNew |
$49.1K - $50.5K
|
2.34K
$50.5K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
928New |
$17.8K - $19.5K
|
928
$20.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4K+ 1941.57% |
$219K - $239K
|
12K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
10KNew |
$192K - $210K
|
10K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10KNew |
$192K - $210K
|
10K
$216K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$264K - $300K
|
13.1K
$283K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-376Closed |
$7.58K - $8.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.6KClosed |
$414K - $470K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-300Closed |
$6.05K - $6.86K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
800New |
$19.8K - $20.3K
|
800
$17.3K
|
|