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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.14K+ 0.1% |
$103K - $113K
|
2.26M
$117M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8New |
$386 - $423
|
8
$414
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.39K+ 29.79% |
$454K - $496K
|
40.9K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.08% |
$96.6 - $106
|
2.44K
$126K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-17.4K- 26.85% |
$839K - $918K
|
47.3K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.73K+ 1.75% |
$180K - $197K
|
217K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
100+ 2.21% |
$4.83K - $5.29K
|
4.63K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
90.4KNew |
$4.36M - $4.78M
|
90.4K
$4.68M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.2K- 13.57% |
$2.52M - $2.76M
|
332K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.38KNew |
$356K - $390K
|
7.38K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31+ 147.62% |
$1.5K - $1.64K
|
52
$2.69K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-6.48K- 30.98% |
$313K - $343K
|
14.4K
$747K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-857- 3.51% |
$41.4K - $45.3K
|
23.6K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.99K+ 5.13% |
$289K - $316K
|
123K
$6.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.89KNew |
$381K - $417K
|
7.89K
$409K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.6K+ 105.15% |
$1.48M - $1.62M
|
59.7K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2K+ 5.61% |
$96.6K - $106K
|
37.6K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.05K- 35.86% |
$292K - $320K
|
10.8K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-377- 2.16% |
$18.2K - $19.9K
|
17.1K
$885K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
26+ 0.4% |
$1.26K - $1.37K
|
6.46K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-46.1K- 70.03% |
$2.22M - $2.43M
|
19.7K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.61K- 6.66% |
$77.6K - $84.9K
|
22.5K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-20.4K- 31.55% |
$987K - $1.08M
|
44.4K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-881- 13.13% |
$42.6K - $46.6K
|
5.83K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
426New |
$20.6K - $22.5K
|
426
$22K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.7K+ 3.34% |
$276K - $301K
|
176K
$9.13M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
58.2KNew |
$2.81M - $3.08M
|
58.2K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93New |
$4.49K - $4.92K
|
93
$4.81K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.88K- 96.42% |
$139K - $152K
|
107
$5.54K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.69K- 51.25% |
$323K - $353K
|
6.36K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.3K+ 3.96% |
$62.6K - $68.5K
|
34K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.87KNew |
$283K - $310K
|
5.87K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
263+ 10.29% |
$12.7K - $13.9K
|
2.82K
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.22KNew |
$204K - $223K
|
4.22K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.01K- 16.96% |
$97.1K - $106K
|
9.84K
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
239New |
$11.5K - $12.6K
|
239
$12.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.41K+ 15.1% |
$68.2K - $74.7K
|
10.8K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.5K+ 54.45% |
$3.02M - $3.3M
|
177K
$9.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
396New |
$19.1K - $20.9K
|
396
$20.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19New |
$918 - $1K
|
19
$983
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 1.46% |
$7.25K - $7.93K
|
10.1K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-11- 9.91% |
$531 - $581
|
100
$5.18K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.02% |
$48.3 - $52.9
|
4.91K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.1% |
$48.3 - $52.9
|
1.01K
$52.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 12.75% |
$542K - $593K
|
99.2K
$5.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-175- 1.85% |
$8.45K - $9.25K
|
9.3K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-32.3K- 22.07% |
$1.56M - $1.71M
|
114K
$5.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
68New |
$3.28K - $3.59K
|
68
$3.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-43- 41.35% |
$2.08K - $2.27K
|
61
$3.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.81K- 26.74% |
$136K - $149K
|
7.7K
$399K
|