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 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16New |
$1.49K - $1.67K
|
16
$1.58K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
38+ 60.32% |
$3.55K - $3.96K
|
101
$9.95K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
98+ 3.03% |
$9.15K - $10.2K
|
3.34K
$329K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 39.53% |
$221K - $246K
|
8.34K
$821K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
539+ 118.72% |
$50.3K - $56.1K
|
993
$97.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 2.34% |
$3.18K - $3.54K
|
1.49K
$147K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
83K+ 127.53% |
$7.75M - $8.64M
|
148K
$14.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
896+ 12.73% |
$83.7K - $93.3K
|
7.93K
$782K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19- 0.41% |
$1.77K - $1.98K
|
4.64K
$457K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
536+ 4.79% |
$50.1K - $55.8K
|
11.7K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 2.12% |
$166K - $185K
|
82.2K
$8.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-360- 22.15% |
$33.6K - $37.5K
|
1.27K
$125K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
27+ 0.16% |
$2.52K - $2.81K
|
17.3K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.6K+ 110.96% |
$2.39M - $2.66M
|
48.6K
$4.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.16K+ 12.91% |
$109K - $121K
|
10.2K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.77K+ 17.32% |
$165K - $184K
|
12K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
27.9K+ 10.19% |
$2.61M - $2.91M
|
302K
$29.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.44KNew |
$135K - $150K
|
1.44K
$142K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-37.6K- 92.86% |
$3.51M - $3.91M
|
2.89K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.4K - $1.56K
|
15
$1.48K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-616- 3.2% |
$57.5K - $64.1K
|
18.6K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.3K- 22.87% |
$3.2M - $3.57M
|
116K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
82.7K+ 12.17% |
$7.73M - $8.61M
|
763K
$75.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12New |
$1.12K - $1.25K
|
12
$1.18K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.6% |
$93.4 - $104
|
169
$16.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-513- 7.22% |
$47.9K - $53.4K
|
6.6K
$650K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-15- 0.6% |
$1.4K - $1.56K
|
2.5K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.36K+ 21.28% |
$127K - $141K
|
7.73K
$762K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.02% |
$93.4 - $104
|
5.54K
$545K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-76- 1.1% |
$7.1K - $7.91K
|
6.82K
$671K
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-876- 1.75% |
$81.8K - $91.2K
|
49.2K
$4.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46+ 1.7% |
$4.3K - $4.79K
|
2.75K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
25New |
$2.34K - $2.6K
|
25
$2.46K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-64- 2.36% |
$5.98K - $6.66K
|
2.65K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.91K- 6.83% |
$179K - $199K
|
26.1K
$2.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.4KNew |
$318K - $354K
|
3.4K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
44.7K+ 1511.59% |
$4.18M - $4.66M
|
47.7K
$4.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
15.3K+ 107.97% |
$1.43M - $1.6M
|
29.5K
$2.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$654 - $729
|
7
$690
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-2.31K- 6.68% |
$216K - $240K
|
32.3K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
41New |
$3.83K - $4.27K
|
41
$4.04K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3New |
$280 - $312
|
3
$296
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
316+ 7.84% |
$29.5K - $32.9K
|
4.35K
$428K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
780New |
$72.9K - $81.2K
|
780
$76.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.02K+ 7.54% |
$842K - $939K
|
129K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-10- 0.07% |
$934 - $1.04K
|
13.5K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
578New |
$54K - $60.2K
|
578
$56.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.52K+ 5.98% |
$235K - $262K
|
44.7K
$4.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.96KNew |
$276K - $308K
|
2.96K
$291K
|
|