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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-841Closed |
$41.9K - $47.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.94KClosed |
$196K - $224K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.74KClosed |
$286K - $326K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-27.9KClosed |
$1.39M - $1.59M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.38KClosed |
$68.9K - $78.6K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
6.18KNew |
$308K - $352K
|
6.18K
$499K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.31KClosed |
$65.5K - $74.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-26.4KClosed |
$1.32M - $1.5M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-450- 90.0% |
$22.4K - $25.6K
|
50
$4.04K
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-48.7KClosed |
$2.43M - $2.77M
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
460New |
$24K - $26.4K
|
460
$37.1K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.75KClosed |
$353K - $388K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.4KClosed |
$544K - $597K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.01KClosed |
$209K - $230K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-499Closed |
$26.1K - $28.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-6.82KClosed |
$357K - $392K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
6.41KNew |
$335K - $368K
|
6.41K
$518K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-6.54KClosed |
$342K - $376K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-7Closed |
$366 - $402
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-132Closed |
$6.85K - $7.34K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-20.9KClosed |
$1.08M - $1.16M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-44.2KClosed |
$2.29M - $2.46M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
18New |
$934 - $1K
|
18
$1.45K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.24KClosed |
$272K - $291K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.2KNew |
$529K - $567K
|
10.2K
$824K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41.8KClosed |
$2.17M - $2.32M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-299Closed |
$15.5K - $16.6K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.75KClosed |
$298K - $319K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 50.0% |
$2.62K - $2.78K
|
50
$4.04K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-300Closed |
$15.7K - $16.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$839 - $890
|
16
$1.29K
|
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 25.0% |
$210 - $223
|
20
$1.61K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16- 15.84% |
$839 - $890
|
85
$6.86K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.37KClosed |
$71.6K - $76K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-90Closed |
$4.72K - $5.01K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.73KClosed |
$79K - $90.5K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-100Closed |
$4.56K - $5.22K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-631Closed |
$28.8K - $32.9K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.65KClosed |
$258K - $295K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.3KClosed |
$50.7K - $61K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$274 - $330
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-27.6KClosed |
$1.08M - $1.3M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-249- 75.23% |
$8.72K - $10.4K
|
82
$6.62K
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-242Closed |
$8.48K - $10.1K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-13.3KClosed |
$466K - $555K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-865Closed |
$30.3K - $36K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.99KNew |
$173K - $237K
|
5.99K
$484K
|
|
|
Aug 14, 2020
Q2 2020
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.84KClosed |
$168K - $231K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.69KNew |
$48.6K - $66.8K
|
1.69K
$136K
|
|