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 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-460Closed |
$19.3K - $20.3K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.9KNew |
$706K - $746K
|
16.9K
$870K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.49KClosed |
$104K - $110K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
216New |
$9.04K - $9.55K
|
216
$11.1K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.05K - $1.11K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6+ 18.75% |
$249 - $262
|
38
$1.96K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-396Closed |
$16.4K - $17.3K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50.8KClosed |
$2.11M - $2.21M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.06KClosed |
$43.9K - $46.2K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-189KClosed |
$7.85M - $8.26M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.57KClosed |
$65K - $68.3K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.1KClosed |
$42.4K - $46.2K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-9Closed |
$348 - $379
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-9.74KClosed |
$377K - $410K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-7.28KClosed |
$282K - $307K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$3.87K - $4.21K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-11.1KClosed |
$429K - $468K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.42KClosed |
$239K - $262K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$634 - $693
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-600- 10.0% |
$22.4K - $24.5K
|
5.4K
$278K
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-28.5KClosed |
$1.06M - $1.16M
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.48KClosed |
$55.1K - $60.3K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-58.5KClosed |
$2.18M - $2.39M
|
0
$0
|
|
Q3 2020 | |||||||
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9- 2.98% |
$314 - $359
|
293
$15.1K
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-865Closed |
$30.2K - $34.5K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-100- 56.5% |
$3.49K - $3.98K
|
77
$3.97K
|
|
Nov 10, 2020
Q3 2020
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-172KClosed |
$6.01M - $6.87M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10Closed |
$349 - $398
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Spinnaker Trust
|
SELL
|
- |
-57.8KClosed |
$2.02M - $2.3M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-583Closed |
$20.3K - $23.2K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.7KClosed |
$59.3K - $67.7K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.44KNew |
$45.6K - $52.3K
|
1.44K
$74.2K
|
|
Aug 10, 2020
Q2 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-15.8KClosed |
$500K - $573K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.54KClosed |
$239K - $274K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23.1KNew |
$732K - $839K
|
23.1K
$1.19M
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.8KClosed |
$247K - $283K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-15.1KClosed |
$479K - $549K
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-104Closed |
$3.3K - $3.78K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23.9KClosed |
$688K - $926K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.8KClosed |
$398K - $535K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-812KClosed |
$23.3M - $31.4M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-189KClosed |
$5.42M - $7.3M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.7KClosed |
$250K - $337K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-19KClosed |
$546K - $735K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.2KClosed |
$236K - $317K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-9.1KClosed |
$262K - $352K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-120Closed |
$3.45K - $4.64K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.44KClosed |
$156K - $210K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.97KClosed |
$114K - $154K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-62.4KClosed |
$1.79M - $2.41M
|
0
$0
|