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
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
117KNew |
$5.77M - $6.12M
|
117K
$5.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
105KNew |
$5.16M - $5.48M
|
105K
$5.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
56.7KNew |
$2.79M - $2.96M
|
56.7K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27.6KNew |
$1.36M - $1.45M
|
27.6K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14.1K+ 8.63% |
$693K - $736K
|
177K
$8.9M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
9.76K+ 320.49% |
$481K - $510K
|
12.8K
$644K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.99K+ 50.17% |
$344K - $366K
|
20.9K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.5K+ 20.05% |
$320K - $340K
|
38.9K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.55K+ 56.3% |
$224K - $238K
|
12.6K
$634K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.43KNew |
$218K - $231K
|
4.43K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
4.32KNew |
$213K - $226K
|
4.32K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.65KNew |
$180K - $191K
|
3.65K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.32K+ 12.09% |
$164K - $174K
|
30.8K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
3.26K+ 3.61% |
$161K - $171K
|
93.7K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.19K+ 151.45% |
$108K - $115K
|
3.64K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.85K+ 264.1% |
$91.4K - $96.9K
|
2.56K
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6K+ 3.93% |
$79K - $83.9K
|
42.5K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.48K+ 4.24% |
$72.7K - $77.2K
|
36.3K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$67.7K - $71.8K
|
1.37K
$69.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.25K+ 1.97% |
$61.6K - $65.4K
|
64.8K
$3.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
843New |
$41.5K - $44.1K
|
843
$42.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
615+ 12.07% |
$30.3K - $32.2K
|
5.71K
$287K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
178+ 0.65% |
$8.77K - $9.31K
|
27.4K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
134+ 1.88% |
$6.6K - $7.01K
|
7.27K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
111New |
$5.47K - $5.8K
|
111
$5.58K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
101New |
$4.98K - $5.28K
|
101
$5.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
100+ 0.42% |
$4.93K - $5.23K
|
24.1K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
81+ 0.86% |
$3.99K - $4.24K
|
9.48K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 0.56% |
$2.22K - $2.35K
|
8.1K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$1.97K - $2.09K
|
40
$2.01K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19+ 0.1% |
$936 - $994
|
18.1K
$911K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.86% |
$49.3 - $52.3
|
117
$5.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8- 0.18% |
$394 - $418
|
4.53K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-25- 0.5% |
$1.23K - $1.31K
|
5K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-38- 3.62% |
$1.87K - $1.99K
|
1.01K
$50.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-41- 0.34% |
$2.02K - $2.14K
|
11.9K
$596K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-50- 0.19% |
$2.46K - $2.61K
|
26.6K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-54- 0.83% |
$2.66K - $2.82K
|
6.43K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-149- 2.17% |
$7.34K - $7.79K
|
6.71K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-176- 1.27% |
$8.67K - $9.2K
|
13.7K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-196- 2.24% |
$9.66K - $10.2K
|
8.56K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-247- 2.97% |
$12.2K - $12.9K
|
8.08K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-821- 6.54% |
$40.5K - $42.9K
|
11.7K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.03K- 7.32% |
$50.8K - $53.9K
|
13K
$656K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.85K- 19.5% |
$140K - $149K
|
11.8K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-4.56K- 16.27% |
$225K - $239K
|
23.5K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.28K- 99.9% |
$408K - $433K
|
8
$402
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.42K- 21.08% |
$415K - $440K
|
31.5K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-115K- 44.04% |
$5.68M - $6.03M
|
147K
$7.37M
|