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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-392- 4.77% |
$18.5K - $20.3K
|
7.82K
$393K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
100+ 1.39% |
$4.71K - $5.17K
|
7.27K
$365K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
134K+ 523.61% |
$6.3M - $6.91M
|
159K
$7.99M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
73+ 0.74% |
$3.44K - $3.78K
|
9.99K
$502K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07K+ 57.4% |
$50.5K - $55.4K
|
2.94K
$147K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16New |
$754 - $828
|
16
$804
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
351K+ 420.5% |
$16.6M - $18.2M
|
435K
$21.8M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-921- 11.84% |
$43.4K - $47.6K
|
6.86K
$344K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.45% |
$47.1 - $51.7
|
225
$11.3K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
218+ 16.63% |
$10.3K - $11.3K
|
1.53K
$76.8K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.8K- 10.45% |
$1.17M - $1.28M
|
212K
$10.7M
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
19.2K+ 13.34% |
$904K - $992K
|
163K
$8.18M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
600New |
$28.3K - $31K
|
600
$30.1K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.54K- 11.37% |
$72.5K - $79.5K
|
12K
$602K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1K+ 4.66% |
$524K - $575K
|
249K
$12.5M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4New |
$188 - $207
|
4
$201
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
93.3K+ 28.84% |
$4.4M - $4.83M
|
417K
$20.9M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-42- 0.59% |
$1.98K - $2.17K
|
7.03K
$353K
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
31+ 0.33% |
$1.46K - $1.6K
|
9.4K
$472K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.79K+ 0.68% |
$84.1K - $92.3K
|
265K
$13.3M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.18KNew |
$197K - $216K
|
4.18K
$210K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-275- 39.8% |
$13K - $14.2K
|
416
$20.9K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.44K+ 8.75% |
$115K - $126K
|
30.3K
$1.52M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
73New |
$3.44K - $3.78K
|
73
$3.67K
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
24+ 6.0% |
$1.13K - $1.24K
|
424
$21.3K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
46K+ 39.86% |
$2.17M - $2.38M
|
161K
$8.1M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.4K- 39.51% |
$160K - $176K
|
5.21K
$262K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 0.67% |
$754 - $828
|
2.41K
$121K
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
10.1K+ 4.01% |
$476K - $522K
|
262K
$13.2M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.66K+ 4.9% |
$78.2K - $85.9K
|
35.5K
$1.78M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
309+ 482.81% |
$14.6K - $16K
|
373
$18.7K
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-256- 1.17% |
$12.1K - $13.2K
|
21.6K
$1.08M
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
4.2KNew |
$198K - $217K
|
4.2K
$211K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-91- 0.83% |
$4.29K - $4.71K
|
10.9K
$549K
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.69K- 12.66% |
$127K - $139K
|
18.6K
$933K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.46K- 15.74% |
$68.8K - $75.6K
|
7.82K
$393K
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-18.4K- 56.95% |
$869K - $953K
|
13.9K
$700K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.53K- 15.92% |
$72K - $79.1K
|
8.07K
$405K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
825New |
$38.9K - $42.7K
|
825
$41.4K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.47% |
$2.03K - $2.22K
|
9.07K
$456K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.64K+ 30.89% |
$454K - $499K
|
40.9K
$2.05M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$47.1K - $51.7K
|
1K
$50.2K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2K- 2.13% |
$94.4K - $104K
|
91.8K
$4.61M
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-24- 16.9% |
$1.13K - $1.24K
|
118
$5.93K
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-344- 4.6% |
$16.2K - $17.8K
|
7.14K
$358K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 34.54% |
$483K - $531K
|
40K
$2.01M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.13K+ 17.28% |
$195K - $214K
|
28K
$1.41M
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-60- 0.74% |
$2.83K - $3.1K
|
8.05K
$404K
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
308New |
$14.5K - $15.9K
|
308
$15.5K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.56% |
$236 - $259
|
905
$45.4K
|