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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
128+ 0.81% |
$4.02K - $4.89K
|
16K
$952K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
74New |
$2.32K - $2.83K
|
74
$4.4K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45New |
$1.41K - $1.72K
|
45
$2.68K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
29New |
$911 - $1.11K
|
29
$1.73K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 164.71% |
$879 - $1.07K
|
45
$2.68K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.25% |
$94.2 - $115
|
1.21K
$71.9K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.3% |
$62.8 - $76.5
|
677
$40.3K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.09% |
$188 - $229
|
6.68K
$398K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-98- 20.42% |
$3.08K - $3.75K
|
382
$22.7K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-106- 0.87% |
$3.33K - $4.05K
|
12K
$715K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-153- 9.46% |
$4.81K - $5.85K
|
1.46K
$87.1K
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-214- 1.93% |
$6.72K - $8.18K
|
10.9K
$648K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-222- 58.73% |
$6.97K - $8.49K
|
156
$9.28K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-315- 0.73% |
$9.89K - $12K
|
42.7K
$2.54M
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-370- 32.57% |
$11.6K - $14.1K
|
766
$45.6K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-496- 6.94% |
$15.6K - $19K
|
6.65K
$396K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-511- 7.51% |
$16.1K - $19.5K
|
6.29K
$374K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-532- 9.99% |
$16.7K - $20.3K
|
4.79K
$285K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-592- 1.62% |
$18.6K - $22.6K
|
36K
$2.14M
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-972- 2.32% |
$30.5K - $37.2K
|
41K
$2.44M
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.15K- 5.93% |
$36K - $43.8K
|
18.2K
$1.08M
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.15K- 5.49% |
$36.1K - $43.9K
|
19.8K
$1.18M
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.2K- 2.45% |
$37.7K - $45.9K
|
47.7K
$2.84M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.25K- 95.35% |
$39.3K - $47.8K
|
61
$3.63K
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.35K- 4.41% |
$42.4K - $51.6K
|
29.2K
$1.74M
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.36K- 7.48% |
$42.8K - $52.1K
|
16.9K
$1M
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.37K- 18.15% |
$43.2K - $52.5K
|
6.2K
$369K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.9K- 13.77% |
$59.6K - $72.6K
|
11.9K
$708K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.94K- 14.82% |
$61K - $74.3K
|
11.2K
$665K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.4K- 4.39% |
$75.3K - $91.6K
|
52.1K
$3.1M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.05K- 18.86% |
$95.9K - $117K
|
13.1K
$782K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.51K- 6.73% |
$110K - $134K
|
48.7K
$2.9M
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-3.83K- 8.95% |
$120K - $146K
|
38.9K
$2.32M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.62K- 10.74% |
$145K - $177K
|
38.4K
$2.28M
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.23K- 34.52% |
$196K - $238K
|
11.8K
$703K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.57K- 10.94% |
$206K - $251K
|
53.4K
$3.18M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.12K- 16.69% |
$223K - $272K
|
35.5K
$2.11M
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-7.15K- 17.35% |
$225K - $273K
|
34.1K
$2.03M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-7.56K- 11.24% |
$237K - $289K
|
59.7K
$3.55M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.13K- 28.32% |
$287K - $349K
|
23.1K
$1.37M
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-12.9K- 21.54% |
$404K - $492K
|
46.9K
$2.79M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 3.67% |
$407K - $495K
|
340K
$20.3M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.2K- 6.79% |
$479K - $583K
|
209K
$12.4M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.6K- 40.4% |
$489K - $595K
|
23K
$1.37M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-22.6K- 1.5% |
$711K - $866K
|
1.49M
$88.7M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.9K- 52.64% |
$750K - $913K
|
21.5K
$1.28M
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-25K- 6.63% |
$786K - $957K
|
352K
$21M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.3K- 40.65% |
$826K - $1.01M
|
38.4K
$2.29M
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-28.4K- 82.12% |
$894K - $1.09M
|
6.19K
$369K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.9K- 80.48% |
$1.03M - $1.26M
|
7.98K
$475K
|