Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
213KNew |
$10.5M - $11.2M
|
213K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
117KNew |
$5.77M - $6.12M
|
117K
$5.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
105KNew |
$5.16M - $5.48M
|
105K
$5.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
56.7KNew |
$2.79M - $2.96M
|
56.7K
$2.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33.9KNew |
$1.67M - $1.77M
|
33.9K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27.6KNew |
$1.36M - $1.45M
|
27.6K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23.3K+ 1.04% |
$1.15M - $1.22M
|
2.25M
$114M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16.5K+ 4423.86% |
$813K - $863K
|
16.9K
$856K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
15.8KNew |
$780K - $828K
|
15.8K
$803K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14.1K+ 8.63% |
$693K - $736K
|
177K
$8.98M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
9.76K+ 320.49% |
$481K - $510K
|
12.8K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.99K+ 50.17% |
$344K - $366K
|
20.9K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.81KNew |
$336K - $356K
|
6.81K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.5K+ 20.05% |
$320K - $340K
|
38.9K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.55K+ 56.3% |
$224K - $238K
|
12.6K
$640K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.43KNew |
$218K - $231K
|
4.43K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
4.32KNew |
$213K - $226K
|
4.32K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.65KNew |
$180K - $191K
|
3.65K
$185K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.32K+ 12.09% |
$164K - $174K
|
30.8K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
3.26K+ 3.61% |
$161K - $171K
|
93.7K
$4.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.86K+ 97.38% |
$141K - $150K
|
5.8K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.49K+ 2.29% |
$122K - $130K
|
111K
$5.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.19K+ 151.45% |
$108K - $115K
|
3.64K
$185K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.85K+ 264.1% |
$91.4K - $96.9K
|
2.56K
$130K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.71K+ 17.08% |
$84.1K - $89.2K
|
11.7K
$593K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6K+ 3.93% |
$79K - $83.9K
|
42.5K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.48K+ 4.24% |
$72.7K - $77.2K
|
36.3K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$67.7K - $71.8K
|
1.37K
$69.7K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.25K+ 1.97% |
$61.6K - $65.4K
|
64.8K
$3.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
950+ 1696.43% |
$46.8K - $49.7K
|
1.01K
$51K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
843New |
$41.5K - $44.1K
|
843
$42.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
615+ 12.07% |
$30.3K - $32.2K
|
5.71K
$290K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
178+ 0.65% |
$8.77K - $9.31K
|
27.4K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
134+ 1.88% |
$6.6K - $7.01K
|
7.27K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
111New |
$5.47K - $5.8K
|
111
$5.63K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
101New |
$4.98K - $5.28K
|
101
$5.12K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
100+ 0.42% |
$4.93K - $5.23K
|
24.1K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
81+ 0.86% |
$3.99K - $4.24K
|
9.48K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 0.56% |
$2.22K - $2.35K
|
8.1K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$1.97K - $2.09K
|
40
$2.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19+ 0.1% |
$936 - $994
|
18.1K
$920K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.06% |
$98.6 - $105
|
3.44K
$175K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.57% |
$49.3 - $52.3
|
175
$8.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.86% |
$49.3 - $52.3
|
117
$5.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8- 0.18% |
$394 - $418
|
4.53K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-25- 0.5% |
$1.23K - $1.31K
|
5K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-38- 3.62% |
$1.87K - $1.99K
|
1.01K
$51.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-41- 0.34% |
$2.02K - $2.14K
|
11.9K
$601K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-50- 0.19% |
$2.46K - $2.61K
|
26.6K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-54- 0.83% |
$2.66K - $2.82K
|
6.43K
$326K
|