Purchases and Sales Made in Q4 2024 in Fidelity Covington Trust High (FDHY)
This table provides information about the institutional ownership of Fidelity Covington Trust High (FDHY) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TRUST HIGH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
73.7KNew |
$3.56M - $3.63M
|
73.7K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.7KNew |
$2.59M - $2.64M
|
53.7K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17K+ 4.32% |
$822K - $839K
|
412K
$20M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
4.1K+ 18.15% |
$198K - $202K
|
26.7K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.78K+ 27.64% |
$134K - $137K
|
12.9K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.04KNew |
$98.3K - $100K
|
2.04K
$98.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.9K+ 1.91% |
$91.6K - $93.5K
|
101K
$4.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.3K+ 9.02% |
$62.5K - $63.8K
|
15.6K
$760K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 12.61% |
$58.6K - $59.8K
|
10.9K
$527K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.1K+ 2.44% |
$53K - $54.1K
|
46.2K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
694+ 1652.38% |
$33.5K - $34.2K
|
736
$35.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
690+ 3.17% |
$33.3K - $34K
|
22.5K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
688+ 2.93% |
$33.2K - $33.9K
|
24.1K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
636New |
$30.7K - $31.3K
|
636
$30.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66+ 1.57% |
$3.18K - $3.25K
|
4.28K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 1.02% |
$2.85K - $2.91K
|
5.85K
$284K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 1.55% |
$772 - $788
|
1.05K
$51K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9+ 0.98% |
$434 - $443
|
924
$44.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$48.2 - $49.3
|
8
$388
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17- 0.33% |
$820 - $837
|
5.2K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-223- 0.63% |
$10.8K - $11K
|
35.4K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-13.5K- 27.87% |
$650K - $663K
|
34.8K
$1.69M
|