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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-14- 0.46% |
$1.19K - $1.46K
|
3.01K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-141- 4.62% |
$12K - $14.7K
|
2.91K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.3KNew |
$196K - $240K
|
2.3K
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
19.1KNew |
$1.63M - $1.99M
|
19.1K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
22+ 0.16% |
$1.88K - $2.29K
|
13.7K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.54K- 99.91% |
$473K - $577K
|
5
$414
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-238- 2.94% |
$20.3K - $24.8K
|
7.86K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
916+ 12.77% |
$78.2K - $95.5K
|
8.09K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
646+ 3.35% |
$55.1K - $67.3K
|
19.9K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
91New |
$7.77K - $9.49K
|
91
$7.53K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
257New |
$21.9K - $26.8K
|
257
$21.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-350- 7.63% |
$29.9K - $36.5K
|
4.24K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
46New |
$3.93K - $4.8K
|
46
$3.81K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.96K+ 71.27% |
$167K - $205K
|
4.72K
$390K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24+ 0.08% |
$2.05K - $2.5K
|
29.7K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.92% |
$1.88K - $2.29K
|
2.38K
$197K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-92- 0.29% |
$7.85K - $9.59K
|
31.2K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
33.1KNew |
$2.82M - $3.45M
|
33.1K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.3K- 5.19% |
$111K - $136K
|
23.8K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 9.24% |
$109K - $133K
|
15K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
364New |
$31.1K - $37.9K
|
364
$30.1K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.24K+ 47.25% |
$105K - $129K
|
3.85K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-38.6K- 77.43% |
$3.3M - $4.03M
|
11.3K
$932K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.55K+ 105.02% |
$559K - $682K
|
12.8K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11+ 0.27% |
$939 - $1.15K
|
4.04K
$335K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-554- 3.01% |
$47.3K - $57.7K
|
17.9K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
597+ 8.54% |
$50.9K - $62.2K
|
7.58K
$628K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.58KNew |
$305K - $373K
|
3.58K
$296K
|
|
| Q3 2024 | |||||||
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-12.1KClosed |
$915K - $1.07M
|
0
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$15.2K - $17.7K
|
200
$16.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
31New |
$2.35K - $2.75K
|
31
$2.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.41KNew |
$182K - $213K
|
2.41K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-330- 4.02% |
$25K - $29.3K
|
7.88K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.91K- 56.3% |
$297K - $347K
|
3.04K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.8K+ 14.59% |
$288K - $337K
|
29.8K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-170- 10.8% |
$12.9K - $15.1K
|
1.4K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.37% |
$75.8 - $88.7
|
72
$5.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44New |
$3.34K - $3.9K
|
44
$3.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-58- 62.37% |
$4.4K - $5.15K
|
35
$2.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.87K+ 28.0% |
$142K - $166K
|
8.56K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3K+ 189.51% |
$227K - $266K
|
4.58K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-637- 21.16% |
$48.3K - $56.5K
|
2.37K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.04K+ 46.53% |
$78.8K - $92.3K
|
3.28K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
590New |
$44.7K - $52.4K
|
590
$48.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35New |
$2.65K - $3.11K
|
35
$2.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-93- 98.94% |
$7.05K - $8.25K
|
1
$82.8
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-121- 14.83% |
$9.17K - $10.7K
|
695
$57.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.39KNew |
$257K - $301K
|
3.39K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 2.82% |
$3.03K - $3.55K
|
1.38K
$114K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.08KNew |
$233K - $273K
|
3.08K
$255K
|
|