Latest Institutional Purchases of Fidelity Covington Trust High (FDHY)
This list provides information on the latest institutional transactions involving Fidelity Covington Trust High (FDHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
20.9K+ 78.41% |
$1M - $1.03M
|
47.6K
$2.25M
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.41K+ 3.37% |
$164K - $168K
|
105K
$4.95M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.8K+ 14.03% |
$86.4K - $88.6K
|
14.7K
$693K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$9.58K - $9.82K
|
200
$9.45K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 1.71% |
$863 - $884
|
1.07K
$50.5K
|
|
Q4 2024 | |||||||
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
73.7KNew |
$3.56M - $3.63M
|
73.7K
$3.49M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.7KNew |
$2.59M - $2.64M
|
53.7K
$2.54M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.8K+ 9.58% |
$1.49M - $1.52M
|
352K
$16.7M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.9K+ 24.81% |
$1.06M - $1.08M
|
110K
$5.2M
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
17.9KNew |
$865K - $883K
|
17.9K
$848K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8K+ 68.48% |
$811K - $828K
|
41.3K
$1.95M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 64.01% |
$560K - $572K
|
29.8K
$1.41M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.23K+ 172.42% |
$397K - $405K
|
13K
$614K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.75KNew |
$277K - $283K
|
5.75K
$272K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.41K+ 35.36% |
$213K - $217K
|
16.9K
$798K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.89K+ 78.49% |
$188K - $192K
|
8.86K
$419K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.14KNew |
$151K - $154K
|
3.14K
$148K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.04KNew |
$98.3K - $100K
|
2.04K
$96.3K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.3K+ 9.02% |
$62.5K - $63.8K
|
15.6K
$740K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 12.61% |
$58.6K - $59.8K
|
10.9K
$513K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.1K+ 2.44% |
$53K - $54.1K
|
46.2K
$2.18M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
774New |
$37.3K - $38.1K
|
774
$36.6K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
694+ 1652.38% |
$33.5K - $34.2K
|
736
$34.8K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
690+ 3.17% |
$33.3K - $34K
|
22.5K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
636New |
$30.7K - $31.3K
|
636
$30.1K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
611+ 10.12% |
$29.5K - $30.1K
|
6.65K
$314K
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
274+ 0.63% |
$13.2K - $13.5K
|
43.7K
$2.07M
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
71+ 1.57% |
$3.43K - $3.5K
|
4.6K
$217K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66+ 1.57% |
$3.18K - $3.25K
|
4.28K
$202K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25New |
$1.21K - $1.23K
|
25
$1.18K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.52% |
$1.06K - $1.08K
|
4.29K
$203K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11+ 0.26% |
$531 - $542
|
4.16K
$197K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9+ 0.98% |
$434 - $443
|
924
$43.7K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$145 - $148
|
3
$142
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.52% |
$145 - $148
|
201
$9.5K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.5% |
$96.5 - $98.5
|
401
$19K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$48.2 - $49.3
|
8
$378
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8K+ 54.78% |
$513K - $531K
|
30.4K
$1.44M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
165New |
$7.87K - $8.16K
|
165
$7.8K
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
145+ 120.83% |
$6.92K - $7.17K
|
265
$12.5K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.96% |
$47.7 - $49.4
|
105
$4.96K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
60.3KNew |
$2.84M - $2.91M
|
60.3K
$2.85M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$235K - $241K
|
5K
$236K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
800New |
$37.7K - $38.6K
|
800
$37.8K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
180New |
$8.47K - $8.68K
|
180
$8.51K
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.4KNew |
$685K - $696K
|
14.4K
$682K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.77KNew |
$227K - $230K
|
4.77K
$226K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 55.29% |
$126K - $128K
|
7.46K
$352K
|