Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Divid Et (FDRR)
This table provides information about the institutional ownership of Fidelity Covington Tr Divid Et (FDRR) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR DIVID ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
156K+ 18.69% |
$7.92M - $8.36M
|
988K
$50M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73KNew |
$3.72M - $3.93M
|
73K
$3.7M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
42.7KNew |
$2.17M - $2.29M
|
42.7K
$2.16M
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
13.5KNew |
$689K - $727K
|
13.5K
$685K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.8KNew |
$550K - $581K
|
10.8K
$547K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.16K+ 4.89% |
$415K - $439K
|
175K
$8.85M
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.93KNew |
$353K - $373K
|
6.93K
$351K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.92K+ 30.71% |
$302K - $318K
|
25.2K
$1.28M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.68KNew |
$289K - $305K
|
5.68K
$287K
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.8KNew |
$244K - $258K
|
4.8K
$243K
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.45KNew |
$226K - $239K
|
4.45K
$225K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.33K+ 1.98% |
$220K - $233K
|
223K
$11.3M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.31KNew |
$219K - $232K
|
4.31K
$218K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.38K+ 101.93% |
$172K - $182K
|
6.7K
$339K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.38K+ 11.74% |
$172K - $182K
|
32.2K
$1.63M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.23K+ 3.95% |
$165K - $174K
|
85K
$4.3M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.7K+ 45.71% |
$137K - $145K
|
8.6K
$435K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.57K+ 45.33% |
$131K - $138K
|
8.25K
$417K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.7K+ 19.54% |
$86.6K - $91.4K
|
10.4K
$526K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 23.75% |
$81.8K - $86.4K
|
8.37K
$424K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
993+ 570.69% |
$50.6K - $53.4K
|
1.17K
$59.1K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
920+ 1.06% |
$46.9K - $49.5K
|
88K
$4.45M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
863New |
$44K - $46.4K
|
863
$43.7K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
795+ 1.17% |
$40.5K - $42.7K
|
69K
$3.49M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
714+ 4.52% |
$36.4K - $38.4K
|
16.5K
$835K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
691+ 12.68% |
$35.2K - $37.2K
|
6.14K
$311K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
461+ 45.96% |
$23.5K - $24.8K
|
1.46K
$74.1K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
392New |
$20K - $21.1K
|
392
$19.8K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
335+ 2.76% |
$17.1K - $18K
|
12.5K
$631K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
319+ 5.56% |
$16.2K - $17.2K
|
6.06K
$307K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
115New |
$5.86K - $6.18K
|
115
$5.82K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 4.45% |
$3.36K - $3.55K
|
1.55K
$78.4K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
38+ 0.87% |
$1.94K - $2.04K
|
4.4K
$223K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
13New |
$662 - $699
|
13
$658
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9+ 0.1% |
$458 - $484
|
9.37K
$474K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.97% |
$255 - $269
|
518
$26.2K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-27- 0.48% |
$1.38K - $1.45K
|
5.65K
$286K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-62- 1.23% |
$3.16K - $3.33K
|
4.97K
$252K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 0.63% |
$3.31K - $3.5K
|
10.2K
$517K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-207- 1.92% |
$10.5K - $11.1K
|
10.6K
$534K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-213- 3.84% |
$10.8K - $11.5K
|
5.34K
$270K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-250- 4.88% |
$12.7K - $13.4K
|
4.88K
$247K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-317- 0.91% |
$16.1K - $17K
|
34.7K
$1.76M
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-419- 0.5% |
$21.3K - $22.5K
|
82.6K
$4.18M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-715- 1.18% |
$36.4K - $38.4K
|
59.8K
$3.03M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.15K- 42.91% |
$58.5K - $61.8K
|
1.53K
$77.4K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.42K- 7.43% |
$72.4K - $76.4K
|
17.7K
$896K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.48K- 5.26% |
$75.6K - $79.8K
|
26.7K
$1.35M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.67K- 2.57% |
$85.2K - $89.9K
|
63.3K
$3.2M
|