Latest Institutional Transactions on Fidelity Covington Tr Msci Con (FSTA)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FSTA) 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 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7K+ 5.22% |
$347K - $368K
|
141K
$6.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-476- 25.25% |
$23.6K - $25K
|
1.41K
$69.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1K+ 160.26% |
$54.6K - $57.9K
|
1.79K
$87.8K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
$758K - $804K
|
15.3K
$751K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
142+ 3.63% |
$7.04K - $7.46K
|
4.06K
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
142+ 3.63% |
$7.04K - $7.46K
|
4.06K
$199K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2K- 17.14% |
$99K - $105K
|
9.66K
$474K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.58KNew |
$376K - $398K
|
7.58K
$372K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-1.13K- 7.06% |
$56K - $59.4K
|
14.9K
$730K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.53K+ 11.65% |
$274K - $290K
|
52.9K
$2.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
102New |
$5.06K - $5.36K
|
102
$5.01K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$198 - $210
|
4
$196
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.43K- 8.86% |
$71.1K - $75.4K
|
14.8K
$725K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.34K+ 98.2% |
$314K - $333K
|
12.8K
$628K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
59+ 1.1% |
$2.92K - $3.1K
|
5.43K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.26KNew |
$261K - $277K
|
5.26K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-408- 8.09% |
$20.2K - $21.4K
|
4.64K
$228K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.95K+ 34.0% |
$96.5K - $102K
|
7.67K
$377K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
192+ 0.69% |
$9.52K - $10.1K
|
28.2K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$595 - $631
|
12
$589
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13K+ 148.29% |
$645K - $685K
|
21.8K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.4K- 33.96% |
$69.4K - $73.6K
|
2.72K
$134K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
200New |
$9.91K - $10.5K
|
200
$9.82K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.87% |
$496 - $526
|
1.15K
$56.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
43.7K+ 19.99% |
$2.16M - $2.3M
|
262K
$12.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-33K- 87.13% |
$1.64M - $1.74M
|
4.88K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3New |
$149 - $158
|
3
$147
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.29K+ 6.72% |
$113K - $120K
|
36.4K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.02K+ 2.52% |
$150K - $159K
|
123K
$6.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.7K- 8.45% |
$1.77M - $1.88M
|
386K
$19M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-417- 0.29% |
$20.7K - $21.9K
|
145K
$7.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.8K- 21.58% |
$89.2K - $94.6K
|
6.54K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-2.47K- 16.57% |
$122K - $130K
|
12.4K
$610K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.32% |
$595 - $631
|
3.71K
$182K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-233- 0.98% |
$11.5K - $12.2K
|
23.5K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-894- 3.29% |
$44.3K - $47K
|
26.2K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
29.5K+ 28.76% |
$1.46M - $1.55M
|
132K
$6.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
8+ 0.06% |
$397 - $421
|
13K
$637K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$496 - $526
|
10
$491
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.6% |
$297 - $315
|
1K
$49.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15- 0.17% |
$744 - $789
|
8.86K
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1K- 11.08% |
$49.6K - $52.6K
|
8.03K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
940+ 56.22% |
$46.6K - $49.4K
|
2.61K
$128K
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
24+ 0.55% |
$1.19K - $1.26K
|
4.39K
$216K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
599+ 140.61% |
$29.7K - $31.5K
|
1.03K
$50.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14+ 0.23% |
$694 - $736
|
6.14K
$302K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
632+ 10.88% |
$31.3K - $33.2K
|
6.44K
$316K
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-4.25K- 10.43% |
$211K - $223K
|
36.5K
$1.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
1.3K+ 4.65% |
$64.4K - $68.3K
|
29.3K
$1.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
273+ 1.56% |
$13.5K - $14.4K
|
17.8K
$875K
|
|