Latest Institutional Transactions on Fidelity Covington Tr Msci Ind (FIDU)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ind (FIDU) 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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
129+ 2.14% |
$8.32K - $9.31K
|
6.15K
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$64.5 - $72.2
|
209
$15.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.2KNew |
$2.08M - $2.32M
|
32.2K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-209- 0.6% |
$13.5K - $15.1K
|
34.6K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
505+ 0.67% |
$32.6K - $36.4K
|
75.5K
$5.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
59New |
$3.81K - $4.26K
|
59
$4.35K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
832New |
$53.7K - $60K
|
832
$61.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-313- 7.71% |
$20.2K - $22.6K
|
3.75K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-634- 1.97% |
$40.9K - $45.8K
|
31.5K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 38.43% |
$6.65K - $7.43K
|
165
$12.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.1KNew |
$71.2K - $79.7K
|
1.1K
$81.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84+ 0.39% |
$5.42K - $6.06K
|
21.8K
$1.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.07K- 62.92% |
$69.3K - $77.5K
|
633
$46.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.46K+ 11.1% |
$94.4K - $106K
|
14.6K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
245New |
$15.8K - $17.7K
|
245
$18K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
556+ 2.46% |
$35.9K - $40.1K
|
23.2K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-539- 5.28% |
$34.8K - $38.9K
|
9.67K
$712K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-465- 11.09% |
$30K - $33.6K
|
3.73K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 7.45% |
$903 - $1.01K
|
174
$12.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.8K+ 7114.69% |
$3.41M - $3.81M
|
53.5K
$3.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
225+ 3.3% |
$14.5K - $16.2K
|
7.05K
$519K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.5K- 14.41% |
$2.81M - $3.14M
|
258K
$19M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.04K+ 18.12% |
$132K - $147K
|
13.3K
$980K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 4.99% |
$69.9K - $78.2K
|
20.6K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 65.36% |
$12.9K - $14.4K
|
106
$7.81K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-132- 85.16% |
$8.52K - $9.53K
|
23
$1.69K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35+ 1.02% |
$2.26K - $2.53K
|
3.46K
$255K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
100New |
$6.45K - $6.78K
|
100
$7.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.03% |
$64.5 - $67.8
|
3.5K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.2K- 18.75% |
$913K - $960K
|
61.4K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
167New |
$10.8K - $11.3K
|
167
$12.3K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9+ 0.28% |
$580 - $610
|
3.21K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.89MNew |
$122M - $128M
|
1.89M
$139M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 2.56% |
$64.5 - $67.8
|
40
$2.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-38- 8.7% |
$2.45K - $2.58K
|
399
$29.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$10.3K - $10.8K
|
160
$11.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
133New |
$8.57K - $9.01K
|
133
$9.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-204- 50.0% |
$13.1K - $13.8K
|
204
$15K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
132New |
$8.51K - $8.95K
|
132
$9.72K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.22K- 12.6% |
$401K - $422K
|
43.2K
$3.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-199- 46.82% |
$12.8K - $13.5K
|
226
$16.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-654- 13.39% |
$42.2K - $44.3K
|
4.23K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
220KNew |
$14.2M - $14.9M
|
220K
$16.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
148+ 1.77% |
$9.54K - $10K
|
8.52K
$628K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.79KNew |
$115K - $121K
|
1.79K
$132K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25New |
$1.61K - $1.69K
|
25
$1.84K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-74- 11.35% |
$4.77K - $5.01K
|
578
$42.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
627New |
$40.4K - $42.5K
|
627
$46.2K
|
|
| Q1 2024 | |||||||
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-36.9K- 31.63% |
$2.18M - $2.5M
|
79.8K
$5.88M
|
|