Latest Institutional Transactions on Fidelity Covington Trust High (FDHY)
This table provides information on the latest institutional transactions involving Fidelity Covington Trust High (FDHY) 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 |
---|---|---|---|---|---|---|---|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.57K- 22.59% |
$75.8K - $77.4K
|
5.38K
$263K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.23K+ 172.42% |
$397K - $405K
|
13K
$635K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.51K- 6.43% |
$72.6K - $74.2K
|
21.9K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.52% |
$1.06K - $1.08K
|
4.29K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 64.01% |
$560K - $572K
|
29.8K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-313- 15.25% |
$15.1K - $15.4K
|
1.74K
$85K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
774New |
$37.3K - $38.1K
|
774
$37.8K
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
274+ 0.63% |
$13.2K - $13.5K
|
43.7K
$2.14M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25New |
$1.21K - $1.23K
|
25
$1.22K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11+ 0.26% |
$531 - $542
|
4.16K
$203K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.75KNew |
$277K - $283K
|
5.75K
$281K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.52K- 22.82% |
$363K - $371K
|
25.5K
$1.24M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.46K- 0.89% |
$70.6K - $72.1K
|
163K
$7.95M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.7K- 69.24% |
$562K - $574K
|
5.18K
$253K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 35.51% |
$1.83K - $1.87K
|
69
$3.37K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.99K- 3.48% |
$289K - $295K
|
166K
$8.11M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.14KNew |
$151K - $154K
|
3.14K
$153K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.45K- 23.3% |
$69.8K - $71.3K
|
4.76K
$233K
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
71+ 1.57% |
$3.43K - $3.5K
|
4.6K
$225K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.5% |
$96.5 - $98.5
|
401
$19.6K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
611+ 10.12% |
$29.5K - $30.1K
|
6.65K
$325K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-185- 3.02% |
$8.92K - $9.11K
|
5.94K
$290K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2- 66.67% |
$96.5 - $98.5
|
1
$48.9
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.41K+ 35.36% |
$213K - $217K
|
16.9K
$825K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$145 - $148
|
3
$147
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.8K+ 9.58% |
$1.49M - $1.52M
|
352K
$17.2M
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
17.9KNew |
$865K - $883K
|
17.9K
$876K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.7K- 38.36% |
$710K - $725K
|
23.6K
$1.16M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8K+ 68.48% |
$811K - $828K
|
41.3K
$2.02M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.9K+ 24.81% |
$1.06M - $1.08M
|
110K
$5.38M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-223- 0.63% |
$10.8K - $11K
|
35.4K
$1.73M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.52% |
$145 - $148
|
201
$9.82K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.89K+ 78.49% |
$188K - $192K
|
8.86K
$433K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.1K+ 2.44% |
$53K - $54.1K
|
46.2K
$2.26M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.3K+ 9.02% |
$62.5K - $63.8K
|
15.6K
$765K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.7KNew |
$2.59M - $2.64M
|
53.7K
$2.62M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$48.2 - $49.3
|
8
$391
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
690+ 3.17% |
$33.3K - $34K
|
22.5K
$1.1M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
694+ 1652.38% |
$33.5K - $34.2K
|
736
$36K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9+ 0.98% |
$434 - $443
|
924
$45.2K
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
688+ 2.93% |
$33.2K - $33.9K
|
24.1K
$1.18M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66+ 1.57% |
$3.18K - $3.25K
|
4.28K
$209K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
636New |
$30.7K - $31.3K
|
636
$31.1K
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
73.7KNew |
$3.56M - $3.63M
|
73.7K
$3.6M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 12.61% |
$58.6K - $59.8K
|
10.9K
$530K
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-13.5K- 27.87% |
$650K - $663K
|
34.8K
$1.7M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.04KNew |
$98.3K - $100K
|
2.04K
$99.5K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17- 0.33% |
$820 - $837
|
5.2K
$254K
|