Latest Institutional Transactions on Fidelity Covington Tr Msci Con (FSTA)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FSTA) 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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
263+ 10.29% |
$12.7K - $13.9K
|
2.82K
$145K
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.87KNew |
$283K - $310K
|
5.87K
$303K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.01K- 16.96% |
$97.1K - $106K
|
9.84K
$508K
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.22KNew |
$204K - $223K
|
4.22K
$218K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
443+ 2.44% |
$21.4K - $23.4K
|
18.6K
$958K
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
239New |
$11.5K - $12.6K
|
239
$12.3K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.41K+ 15.1% |
$68.2K - $74.7K
|
10.8K
$556K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.5K+ 54.45% |
$3.02M - $3.3M
|
177K
$9.14M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
396New |
$19.1K - $20.9K
|
396
$20.4K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47- 0.37% |
$2.27K - $2.48K
|
12.6K
$648K
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
50+ 0.21% |
$2.42K - $2.64K
|
23.5K
$1.21M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 1.46% |
$7.25K - $7.93K
|
10.1K
$521K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19New |
$918 - $1K
|
19
$980
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-11- 9.91% |
$531 - $581
|
100
$5.16K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.02% |
$48.3 - $52.9
|
4.91K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.1% |
$48.3 - $52.9
|
1.01K
$52.2K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 12.75% |
$542K - $593K
|
99.2K
$5.11M
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.18K+ 7.06% |
$105K - $115K
|
33K
$1.7M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-175- 1.85% |
$8.45K - $9.25K
|
9.3K
$480K
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 0.56% |
$2.17K - $2.38K
|
8.14K
$420K
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-32.3K- 22.07% |
$1.56M - $1.71M
|
114K
$5.89M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
68New |
$3.28K - $3.59K
|
68
$3.51K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-43- 41.35% |
$2.08K - $2.27K
|
61
$3.15K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.81K- 26.74% |
$136K - $149K
|
7.7K
$397K
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-602- 4.39% |
$29.1K - $31.8K
|
13.1K
$676K
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-89- 1.56% |
$4.3K - $4.7K
|
5.62K
$290K
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.26K+ 528.6% |
$351K - $384K
|
8.64K
$445K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
398+ 4.73% |
$19.2K - $21K
|
8.82K
$455K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.54K+ 3.2% |
$171K - $187K
|
114K
$5.9M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
271+ 3.73% |
$13.1K - $14.3K
|
7.54K
$389K
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
160+ 1.01% |
$7.73K - $8.46K
|
16K
$825K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.84KNew |
$234K - $256K
|
4.84K
$249K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-389- 7.9% |
$18.8K - $20.6K
|
4.53K
$234K
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
349K+ 8.61% |
$16.9M - $18.5M
|
4.4M
$227M
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
1.23K+ 4.63% |
$59.5K - $65.1K
|
27.8K
$1.44M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-500- 4.35% |
$24.2K - $26.4K
|
11K
$567K
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
24+ 0.56% |
$1.16K - $1.27K
|
4.34K
$224K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.98KNew |
$95.7K - $105K
|
1.98K
$102K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.5% |
$242 - $264
|
1.01K
$52.1K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.67KNew |
$322K - $353K
|
6.67K
$344K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-48- 0.53% |
$2.32K - $2.54K
|
9.03K
$465K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
5.66KNew |
$273K - $299K
|
5.66K
$292K
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-940- 3.42% |
$45.4K - $49.7K
|
26.5K
$1.37M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-149- 1.27% |
$7.2K - $7.87K
|
11.6K
$597K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
141+ 0.25% |
$6.81K - $7.45K
|
56.8K
$2.93M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.06K+ 100787.5% |
$389K - $426K
|
8.07K
$416K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
148+ 0.83% |
$7.15K - $7.82K
|
17.9K
$924K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.45K+ 26.97% |
$167K - $183K
|
16.3K
$839K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-269- 0.98% |
$13K - $14.2K
|
27.1K
$1.4M
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
671New |
$32.4K - $35.5K
|
671
$34.6K
|