Latest Institutional Purchases of Fidelity Covington Tr Msci Con (FDIS)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FDIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$115K - $128K
|
1.23K
$121K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 612.06% |
$114K - $127K
|
1.42K
$140K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.16K+ 12.91% |
$109K - $121K
|
10.2K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1K+ 1.81% |
$102K - $114K
|
61.6K
$6.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.09KNew |
$101K - $113K
|
1.09K
$107K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
954+ 4.49% |
$89.1K - $99.3K
|
22.2K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
952+ 6.82% |
$88.9K - $99.1K
|
14.9K
$1.47M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
917+ 2.83% |
$85.7K - $95.5K
|
33.3K
$3.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
896+ 12.73% |
$83.7K - $93.3K
|
7.93K
$782K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
889+ 18.94% |
$83K - $92.6K
|
5.58K
$550K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
881+ 5.19% |
$82.3K - $91.7K
|
17.9K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
816New |
$76.2K - $85K
|
816
$80.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
789+ 6.38% |
$73.7K - $82.1K
|
13.2K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
780New |
$72.9K - $81.2K
|
780
$76.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
758+ 1131.34% |
$70.8K - $78.9K
|
825
$81.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
723+ 13.49% |
$67.5K - $75.3K
|
6.08K
$599K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
663+ 49.22% |
$61.9K - $69K
|
2.01K
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
578New |
$54K - $60.2K
|
578
$56.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
539+ 118.72% |
$50.3K - $56.1K
|
993
$97.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
536+ 4.79% |
$50.1K - $55.8K
|
11.7K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
321New |
$30K - $33.4K
|
321
$31.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
316+ 7.84% |
$29.5K - $32.9K
|
4.35K
$428K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
226+ 1.38% |
$21.1K - $23.5K
|
16.6K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
199New |
$18.6K - $20.7K
|
199
$19.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
128+ 99.22% |
$12K - $13.3K
|
257
$25.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
127+ 2.78% |
$11.9K - $13.2K
|
4.69K
$462K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
126+ 7.08% |
$11.8K - $13.1K
|
1.91K
$188K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
119+ 0.59% |
$11.1K - $12.4K
|
20.3K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
103+ 3.8% |
$9.62K - $10.7K
|
2.81K
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
98+ 3.03% |
$9.15K - $10.2K
|
3.34K
$329K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46+ 1.7% |
$4.3K - $4.79K
|
2.75K
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
41New |
$3.83K - $4.27K
|
41
$4.04K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
38+ 60.32% |
$3.55K - $3.96K
|
101
$9.95K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 2.34% |
$3.18K - $3.54K
|
1.49K
$147K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 1.77% |
$2.62K - $2.92K
|
1.61K
$159K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
27+ 0.16% |
$2.52K - $2.81K
|
17.3K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
25New |
$2.34K - $2.6K
|
25
$2.46K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 218.18% |
$2.24K - $2.5K
|
35
$3.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
20+ 0.44% |
$1.87K - $2.08K
|
4.52K
$446K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16New |
$1.49K - $1.67K
|
16
$1.58K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.4K - $1.56K
|
15
$1.48K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12New |
$1.12K - $1.25K
|
12
$1.18K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$654 - $729
|
7
$690
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3New |
$280 - $312
|
3
$296
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.03% |
$93.4 - $104
|
3.68K
$362K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.6% |
$93.4 - $104
|
169
$16.6K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.02% |
$93.4 - $104
|
5.54K
$545K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.75% |
$93.4 - $104
|
134
$13.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.8KNew |
$813K - $1.02M
|
10.8K
$1.06M
|
|