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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
72New |
$3.48K - $3.81K
|
72
$3.54K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
99+ 100.0% |
$4.78K - $5.23K
|
198
$9.72K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-17.4K- 26.85% |
$839K - $918K
|
47.3K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8New |
$386 - $423
|
8
$393
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.38KNew |
$356K - $390K
|
7.38K
$362K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-46.1K- 70.03% |
$2.22M - $2.43M
|
19.7K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.69K- 51.25% |
$323K - $353K
|
6.36K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93New |
$4.49K - $4.92K
|
93
$4.57K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
58.2KNew |
$2.81M - $3.08M
|
58.2K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.87KNew |
$283K - $310K
|
5.87K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
239New |
$11.5K - $12.6K
|
239
$11.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
396New |
$19.1K - $20.9K
|
396
$19.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19New |
$918 - $1K
|
19
$933
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-11- 9.91% |
$531 - $581
|
100
$4.91K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-43- 41.35% |
$2.08K - $2.27K
|
61
$3K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
68New |
$3.28K - $3.59K
|
68
$3.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-32.3K- 22.07% |
$1.56M - $1.71M
|
114K
$5.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
398+ 4.73% |
$19.2K - $21K
|
8.82K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-389- 7.9% |
$18.8K - $20.6K
|
4.53K
$223K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
13New |
$641 - $680
|
13
$638
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.33KNew |
$361K - $383K
|
7.33K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
201New |
$9.91K - $10.5K
|
201
$9.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 16.54% |
$61.3K - $65K
|
8.76K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
23New |
$1.13K - $1.2K
|
23
$1.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.19KNew |
$206K - $219K
|
4.19K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$2.46K - $2.61K
|
50
$2.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
57New |
$2.81K - $2.98K
|
57
$2.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.57% |
$49.3 - $52.3
|
175
$8.59K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-9.17K- 94.05% |
$452K - $479K
|
580
$28.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-196- 2.24% |
$9.66K - $10.2K
|
8.56K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.65KNew |
$180K - $191K
|
3.65K
$179K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$1.97K - $2.09K
|
40
$1.96K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
117KNew |
$5.77M - $6.12M
|
117K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.43KNew |
$218K - $231K
|
4.43K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-25- 0.5% |
$1.23K - $1.31K
|
5K
$246K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.54KNew |
$72.3K - $79.4K
|
1.54K
$75.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.06K- 14.53% |
$285K - $313K
|
35.6K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16New |
$754 - $828
|
16
$786
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.76KNew |
$318K - $349K
|
6.76K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
623New |
$29.4K - $32.2K
|
623
$30.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
600New |
$28.3K - $31K
|
600
$29.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4New |
$188 - $207
|
4
$196
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
73New |
$3.44K - $3.78K
|
73
$3.59K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
24+ 6.0% |
$1.13K - $1.24K
|
424
$20.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.69K- 12.66% |
$127K - $139K
|
18.6K
$912K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
825New |
$38.9K - $42.7K
|
825
$40.5K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-24- 16.9% |
$1.13K - $1.24K
|
118
$5.79K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
308New |
$14.5K - $15.9K
|
308
$15.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.56% |
$236 - $259
|
905
$44.4K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
257K+ 14613.57% |
$12.1M - $13.3M
|
259K
$12.7M
|
|