Latest Institutional Purchases of Fidelity Covington Tr Preferre (FPFD)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Preferre (FPFD) 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 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.3KNew |
$837K - $869K
|
40.3K
$875K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.87K+ 14.17% |
$80.4K - $83.5K
|
31.2K
$677K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.67K+ 2.45% |
$76.3K - $79.2K
|
153K
$3.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2K+ 24.09% |
$25K - $25.9K
|
6.19K
$134K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750New |
$15.6K - $16.2K
|
750
$16.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
531+ 1.06% |
$11K - $11.5K
|
50.5K
$1.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
508+ 2032.0% |
$10.6K - $11K
|
533
$11.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
450+ 3.29% |
$9.35K - $9.71K
|
14.1K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
382New |
$7.94K - $8.24K
|
382
$8.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 0.93% |
$582 - $604
|
3.03K
$65.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150New |
$3.19K - $3.27K
|
150
$3.26K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
107New |
$2.27K - $2.33K
|
107
$2.32K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20KNew |
$430K - $448K
|
20K
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
174+ 6.98% |
$3.74K - $3.9K
|
2.67K
$57.9K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.34KNew |
$49.1K - $50.5K
|
2.34K
$50.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1KNew |
$21K - $21.6K
|
1K
$21.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
10New |
$210 - $216
|
10
$217
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4K+ 1941.57% |
$219K - $239K
|
12K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
10KNew |
$192K - $210K
|
10K
$217K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10KNew |
$192K - $210K
|
10K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
928New |
$17.8K - $19.5K
|
928
$20.2K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$264K - $300K
|
13.1K
$285K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
800New |
$19.8K - $20.3K
|
800
$17.4K
|
|