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 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
28.6K+ 174.47% |
$2.44M - $2.98M
|
45K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 16.05% |
$145K - $178K
|
8.92K
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
340New |
$29K - $35.4K
|
340
$28.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.3KNew |
$2.33M - $2.84M
|
27.3K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
210New |
$17.9K - $21.9K
|
210
$17.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.18KNew |
$186K - $228K
|
2.18K
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
39New |
$3.33K - $4.07K
|
39
$3.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.79K- 1.73% |
$152K - $186K
|
102K
$8.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
4.42KNew |
$377K - $461K
|
4.42K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.01K+ 46.38% |
$171K - $209K
|
6.33K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19.3K- 1.94% |
$1.65M - $2.02M
|
979K
$81M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.13K- 3.68% |
$96.8K - $118K
|
29.6K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
242KNew |
$20.6M - $25.2M
|
242K
$20M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
207+ 18.6% |
$17.7K - $21.6K
|
1.32K
$109K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
328New |
$28K - $34.2K
|
328
$27.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-251- 1.71% |
$21.4K - $26.2K
|
14.4K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6K+ 139.79% |
$1.33M - $1.62M
|
26.7K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.53% |
$85.3 - $104
|
190
$15.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-282- 1.37% |
$24.1K - $29.4K
|
20.3K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.81K- 26.08% |
$410K - $501K
|
13.6K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 77.48% |
$96.6K - $118K
|
329
$27.2K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
47+ 31.33% |
$4.01K - $4.9K
|
197
$16.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
65New |
$5.55K - $6.78K
|
65
$5.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.58K+ 1250.0% |
$134K - $164K
|
1.7K
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.1% |
$85.3 - $104
|
981
$81.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.55KNew |
$729K - $891K
|
8.55K
$708K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.22K- 8.03% |
$104K - $127K
|
14K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
128New |
$10.9K - $13.3K
|
128
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
80+ 66.12% |
$6.83K - $8.34K
|
201
$16.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9+ 8.26% |
$768 - $938
|
118
$9.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.97KNew |
$254K - $310K
|
2.97K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
2.1KNew |
$179K - $219K
|
2.1K
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-143- 0.75% |
$12.2K - $14.9K
|
18.9K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
28+ 33.73% |
$2.39K - $2.92K
|
111
$9.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
62+ 0.87% |
$5.29K - $6.46K
|
7.18K
$594K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
85+ 0.55% |
$7.25K - $8.86K
|
15.6K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.86KNew |
$329K - $402K
|
3.86K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
274KNew |
$23.3M - $28.5M
|
274K
$22.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
97+ 0.44% |
$8.28K - $10.1K
|
22.2K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
142New |
$12.1K - $14.8K
|
142
$11.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
500New |
$42.7K - $52.1K
|
500
$41.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$768 - $938
|
6.13K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.1KNew |
$179K - $219K
|
2.1K
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-208- 3.81% |
$17.7K - $21.7K
|
5.25K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
597+ 6.26% |
$50.9K - $62.2K
|
10.1K
$839K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
135+ 3.17% |
$11.5K - $14.1K
|
4.4K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
10.3KNew |
$883K - $1.08M
|
10.3K
$856K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.81K+ 4.76% |
$155K - $189K
|
39.8K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.4K+ 10.13% |
$120K - $146K
|
15.2K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-25- 0.27% |
$2.13K - $2.61K
|
9.1K
$753K
|