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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 1.77% |
$2.62K - $2.92K
|
1.61K
$159K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
3.01K+ 42.73% |
$282K - $314K
|
10.1K
$992K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.12K- 0.79% |
$105K - $116K
|
140K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.18KNew |
$204K - $227K
|
2.18K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-121- 0.5% |
$11.3K - $12.6K
|
24.2K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.95KNew |
$182K - $202K
|
1.95K
$192K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-103K- 96.33% |
$9.62M - $10.7M
|
3.92K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-7- 14.89% |
$654 - $729
|
40
$3.94K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-799- 10.14% |
$74.6K - $83.2K
|
7.08K
$697K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-499- 5.98% |
$46.6K - $52K
|
7.85K
$773K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.32KNew |
$217K - $241K
|
2.32K
$228K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.75% |
$93.4 - $104
|
134
$13.2K
|
|
| Q2 2025 | |||||||
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-2.37K- 8.61% |
$179K - $224K
|
25.1K
$2.48M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-102K- 80.76% |
$7.66M - $9.62M
|
24.2K
$2.39M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-3.43K- 29.16% |
$258K - $324K
|
8.32K
$820K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3+ 4.76% |
$226 - $284
|
66
$6.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.71KNew |
$354K - $445K
|
4.71K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
442New |
$33.3K - $41.8K
|
442
$43.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.11K- 16.49% |
$385K - $483K
|
25.9K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.12K- 5.24% |
$84.2K - $106K
|
20.2K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.15KNew |
$162K - $203K
|
2.15K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-600- 20.0% |
$45.2K - $56.7K
|
2.4K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.39K+ 5.0% |
$105K - $132K
|
29.2K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.41KNew |
$181K - $227K
|
2.41K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
212+ 294.44% |
$16K - $20K
|
284
$28K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-409- 40.34% |
$30.8K - $38.7K
|
605
$59.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-6.21K- 18.17% |
$468K - $587K
|
28K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-9.14K- 73.41% |
$688K - $864K
|
3.31K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.58K- 34.54% |
$119K - $150K
|
3K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
185New |
$13.9K - $17.5K
|
185
$18.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.38K- 40.11% |
$179K - $225K
|
3.55K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.69K- 66.91% |
$428K - $538K
|
2.81K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.44% |
$75.3 - $94.6
|
229
$22.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
406New |
$30.6K - $38.4K
|
406
$40K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.69K- 12.2% |
$580K - $728K
|
55.3K
$5.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.84KNew |
$139K - $174K
|
1.84K
$181K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
345+ 9.62% |
$26K - $32.6K
|
3.93K
$387K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.38KNew |
$179K - $225K
|
2.38K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
19+ 8.41% |
$1.43K - $1.8K
|
245
$24.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-45- 0.09% |
$3.39K - $4.26K
|
50.6K
$4.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-275- 3.94% |
$20.7K - $26K
|
6.7K
$660K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8- 6.67% |
$603 - $756
|
112
$11K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
58+ 131.82% |
$4.37K - $5.48K
|
102
$10K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$813K - $1.02M
|
10.8K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.93% |
$1.66K - $2.08K
|
2.39K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-343- 5.19% |
$25.8K - $32.4K
|
6.27K
$617K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
524New |
$39.5K - $49.5K
|
524
$51.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-12- 2.23% |
$904 - $1.13K
|
527
$51.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
48New |
$3.62K - $4.54K
|
48
$4.73K
|
|