Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI COM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
192K+ 520.67% |
$6.02M - $7.33M
|
229K
$13.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
103KNew |
$3.25M - $3.95M
|
103K
$6.22M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
96.1KNew |
$3.02M - $3.67M
|
96.1K
$5.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
69.3KNew |
$2.18M - $2.65M
|
69.3K
$4.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
67.9KNew |
$2.13M - $2.6M
|
67.9K
$4.09M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.1K+ 195.09% |
$2.04M - $2.49M
|
98.4K
$5.93M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.6KNew |
$2.03M - $2.47M
|
64.6K
$3.89M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64K+ 29.82% |
$2.01M - $2.45M
|
278K
$16.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
51K+ 666.08% |
$1.6M - $1.95M
|
58.6K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
45.2KNew |
$1.42M - $1.73M
|
45.2K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.4K+ 3.3% |
$1.27M - $1.54M
|
1.26M
$76.1M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
36.9K+ 65.08% |
$1.16M - $1.41M
|
93.5K
$5.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
33.5K+ 319.25% |
$1.05M - $1.28M
|
44K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.5K+ 14.91% |
$958K - $1.17M
|
235K
$14.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28.9K+ 87.64% |
$909K - $1.11M
|
62K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.4K+ 61.75% |
$515K - $627K
|
42.9K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.4K+ 118.91% |
$388K - $473K
|
22.8K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9KNew |
$374K - $455K
|
11.9K
$717K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.5KNew |
$360K - $438K
|
11.5K
$691K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2K+ 137.3% |
$352K - $428K
|
19.3K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.4KNew |
$326K - $397K
|
10.4K
$624K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.08K+ 34.35% |
$285K - $347K
|
35.5K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.85KNew |
$278K - $338K
|
8.85K
$533K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
8.33K+ 370.0% |
$261K - $318K
|
10.6K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
7.77K+ 7.46% |
$244K - $297K
|
112K
$6.74M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.4KNew |
$232K - $283K
|
7.4K
$446K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6.9KNew |
$217K - $264K
|
6.9K
$416K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.81KNew |
$214K - $260K
|
6.81K
$410K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.61K+ 18.62% |
$208K - $253K
|
42.1K
$2.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.01K+ 16.17% |
$189K - $230K
|
43.2K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.68KNew |
$178K - $217K
|
5.68K
$342K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.59K+ 41.26% |
$81.2K - $98.9K
|
8.85K
$533K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.45K+ 21.14% |
$76.8K - $93.5K
|
14K
$844K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.43K+ 22.94% |
$76.2K - $92.8K
|
13K
$783K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.32K+ 9.9% |
$72.9K - $88.7K
|
25.8K
$1.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.82K+ 25.15% |
$57.3K - $69.7K
|
9.07K
$546K
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.45K+ 11.89% |
$45.7K - $55.6K
|
13.7K
$824K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.02KNew |
$32K - $39K
|
1.02K
$61.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
903+ 180.24% |
$28.4K - $34.5K
|
1.4K
$84.5K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
874New |
$27.5K - $33.4K
|
874
$52.6K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
837+ 5.11% |
$26.3K - $32K
|
17.2K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
763New |
$24K - $29.2K
|
763
$45.9K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
697+ 4.71% |
$21.9K - $26.7K
|
15.5K
$934K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
607New |
$19.1K - $23.2K
|
607
$36.6K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
528+ 3.23% |
$16.6K - $20.2K
|
16.9K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
446+ 3.47% |
$14K - $17.1K
|
13.3K
$801K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
444New |
$13.9K - $17K
|
444
$26.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
380New |
$11.9K - $14.5K
|
380
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
262+ 3742.86% |
$8.23K - $10K
|
269
$16.2K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
155New |
$4.87K - $5.93K
|
155
$9.33K
|