Latest Institutional Transactions on Fidelity Covington Tr Msci Con (FDIS)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FDIS) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-830- 14.5% |
$77.5K - $86.4K
|
4.9K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
723+ 13.49% |
$67.5K - $75.3K
|
6.08K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
889+ 18.94% |
$83K - $92.6K
|
5.58K
$550K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.04K- 3.79% |
$190K - $212K
|
51.8K
$5.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
127+ 2.78% |
$11.9K - $13.2K
|
4.69K
$462K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-386- 0.74% |
$36.1K - $40.2K
|
52K
$5.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-107- 1.07% |
$9.99K - $11.1K
|
9.87K
$972K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
103+ 3.8% |
$9.62K - $10.7K
|
2.81K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
119+ 0.59% |
$11.1K - $12.4K
|
20.3K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-14K- 2.77% |
$1.31M - $1.46M
|
492K
$48.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
226+ 1.38% |
$21.1K - $23.5K
|
16.6K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-31- 27.93% |
$2.9K - $3.23K
|
80
$7.88K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.29KNew |
$307K - $343K
|
3.29K
$324K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
128+ 99.22% |
$12K - $13.3K
|
257
$25.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-77- 0.47% |
$7.19K - $8.02K
|
16.3K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.32K+ 5.44% |
$124K - $138K
|
25.6K
$2.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
954+ 4.49% |
$89.1K - $99.3K
|
22.2K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.37K+ 27.93% |
$315K - $351K
|
15.5K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$115K - $128K
|
1.23K
$121K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
126+ 7.08% |
$11.8K - $13.1K
|
1.91K
$188K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.44K- 1.79% |
$135K - $150K
|
79.2K
$7.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.9KNew |
$1.3M - $1.45M
|
13.9K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.79K- 31.5% |
$541K - $603K
|
12.6K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 218.18% |
$2.24K - $2.5K
|
35
$3.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.04K- 2.88% |
$190K - $212K
|
68.6K
$6.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.73K+ 9.77% |
$348K - $388K
|
41.9K
$4.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.21K- 6.8% |
$206K - $230K
|
30.2K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
20+ 0.44% |
$1.87K - $2.08K
|
4.52K
$446K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-475- 73.53% |
$44.4K - $49.5K
|
171
$16.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.17K- 4.7% |
$109K - $122K
|
23.7K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.84K+ 70.5% |
$172K - $192K
|
4.46K
$439K
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.03% |
$93.4 - $104
|
3.68K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.2K- 32.23% |
$206K - $229K
|
4.63K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-879- 27.05% |
$82.1K - $91.5K
|
2.37K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-37- 0.47% |
$3.46K - $3.85K
|
7.89K
$777K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-561- 13.64% |
$52.4K - $58.4K
|
3.55K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
758+ 1131.34% |
$70.8K - $78.9K
|
825
$81.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-267- 4.94% |
$24.9K - $27.8K
|
5.14K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-662K- 99.44% |
$61.8M - $68.9M
|
3.73K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
881+ 5.19% |
$82.3K - $91.7K
|
17.9K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-137- 2.17% |
$12.8K - $14.3K
|
6.16K
$607K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.29KNew |
$307K - $343K
|
3.29K
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-150- 5.59% |
$14K - $15.6K
|
2.53K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1K+ 1.81% |
$102K - $114K
|
61.6K
$6.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 19.27% |
$2.05M - $2.29M
|
136K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.86K- 9.9% |
$267K - $297K
|
26K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
816New |
$76.2K - $85K
|
816
$80.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.8K- 32.45% |
$728K - $812K
|
16.2K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.02K+ 0.74% |
$842K - $939K
|
1.22M
$120M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-73- 8.29% |
$6.82K - $7.6K
|
808
$79.6K
|
|