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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-553- 2.45% |
$47.2K - $57.6K
|
22.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
88New |
$7.51K - $9.17K
|
88
$7.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
617+ 10.4% |
$52.6K - $64.3K
|
6.55K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62+ 0.09% |
$5.29K - $6.46K
|
65.4K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.13K- 7.14% |
$352K - $430K
|
53.7K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-948- 10.2% |
$80.9K - $98.8K
|
8.35K
$691K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.25K- 43.04% |
$192K - $235K
|
2.98K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-87- 11.33% |
$7.42K - $9.07K
|
681
$56.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.4KNew |
$1.4M - $1.71M
|
16.4K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.13K+ 13.66% |
$182K - $222K
|
17.7K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
37New |
$3.16K - $3.86K
|
37
$3.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
394New |
$33.6K - $41.1K
|
394
$32.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.8K- 5.19% |
$1.09M - $1.33M
|
234K
$19.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.22% |
$1.45K - $1.77K
|
7.84K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 40.48% |
$1.85M - $2.26M
|
75.3K
$6.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
52+ 0.7% |
$4.44K - $5.42K
|
7.51K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.48K+ 5.75% |
$126K - $154K
|
27.1K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 4.73% |
$3.33K - $4.07K
|
863
$71.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-81- 3.54% |
$6.91K - $8.44K
|
2.21K
$183K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
105+ 76.09% |
$8.96K - $10.9K
|
243
$20.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.06K- 25.23% |
$90K - $110K
|
3.13K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.5K+ 112.88% |
$3.54M - $4.33M
|
78.3K
$6.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.1K+ 50.24% |
$3.08M - $3.76M
|
108K
$8.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.2KNew |
$1.04M - $1.27M
|
12.2K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.76KNew |
$406K - $496K
|
4.76K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.11K+ 3.19% |
$94.3K - $115K
|
35.7K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
496+ 0.46% |
$42.3K - $51.7K
|
108K
$8.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.31KNew |
$453K - $553K
|
5.31K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.34K+ 12.82% |
$541K - $661K
|
55.8K
$4.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.6% |
$85.3 - $104
|
168
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9+ 0.26% |
$768 - $938
|
3.41K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
262+ 4.94% |
$22.4K - $27.3K
|
5.57K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-59.6K- 88.43% |
$5.08M - $6.21M
|
7.8K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.2K- 49.46% |
$6.16M - $7.52M
|
73.8K
$6.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
217+ 2.49% |
$18.5K - $22.6K
|
8.93K
$739K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.81K+ 67.41% |
$240K - $293K
|
6.97K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
476+ 4.77% |
$40.6K - $49.6K
|
10.5K
$866K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
34New |
$2.9K - $3.54K
|
34
$2.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.28K+ 27.24% |
$450K - $550K
|
24.7K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.5% |
$683 - $834
|
1.62K
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.73K- 2.48% |
$233K - $285K
|
107K
$8.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
496+ 5.41% |
$42.3K - $51.7K
|
9.67K
$800K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
52.7K+ 14.31% |
$4.5M - $5.49M
|
421K
$34.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
56+ 1.93% |
$4.78K - $5.84K
|
2.96K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-396- 0.91% |
$33.8K - $41.3K
|
43.1K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 17.18% |
$140K - $171K
|
11.2K
$925K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.28K- 20.33% |
$194K - $237K
|
8.93K
$739K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 4.91% |
$7.25K - $8.86K
|
1.65K
$136K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.7K- 2.21% |
$2.45M - $2.99M
|
1.27M
$105M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.6K+ 491.37% |
$564K - $688K
|
7.95K
$658K
|