Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
492K+ 385.46% |
$19.3M - $21M
|
620K
$37.3M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
142K+ 10.15% |
$5.58M - $6.06M
|
1.54M
$93M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
65.7K+ 55.57% |
$2.58M - $2.8M
|
184K
$11.1M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.5K+ 15.8% |
$1.87M - $2.03M
|
348K
$21M
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
40.8K+ 40.57% |
$1.6M - $1.74M
|
141K
$8.51M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.4KNew |
$1.59M - $1.72M
|
40.4K
$2.44M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
38.7K+ 17.68% |
$1.52M - $1.65M
|
258K
$15.5M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.7K+ 363.97% |
$1.24M - $1.35M
|
40.4K
$2.44M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.1K+ 442.33% |
$1.14M - $1.24M
|
35.7K
$2.15M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.4K+ 453.98% |
$1.12M - $1.21M
|
34.7K
$2.09M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.3K+ 5.86% |
$796K - $864K
|
366K
$22.1M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 10.0% |
$718K - $780K
|
201K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 33.0% |
$635K - $689K
|
65.2K
$3.92M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.9KNew |
$622K - $676K
|
15.9K
$954K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 15.27% |
$501K - $544K
|
96.4K
$5.8M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2KNew |
$440K - $478K
|
11.2K
$675K
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
10.9KNew |
$429K - $466K
|
10.9K
$659K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 19.07% |
$420K - $456K
|
66.9K
$4.03M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 27.22% |
$420K - $456K
|
50K
$3.01M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.06KNew |
$316K - $343K
|
8.06K
$485K
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
7.87K+ 15.4% |
$309K - $335K
|
59K
$3.55M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.3K+ 27.54% |
$286K - $311K
|
33.8K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.86K+ 40.0% |
$269K - $292K
|
24K
$1.45M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.41K+ 70.98% |
$251K - $273K
|
15.4K
$930K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.75KNew |
$226K - $245K
|
5.75K
$346K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.54K+ 2.21% |
$218K - $236K
|
257K
$15.5M
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.06KNew |
$198K - $216K
|
5.06K
$305K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.97K+ 67.88% |
$156K - $169K
|
9.82K
$591K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.84KNew |
$151K - $164K
|
3.84K
$231K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.94K+ 32.12% |
$115K - $125K
|
12.1K
$727K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.99K+ 3.93% |
$78.1K - $84.9K
|
52.7K
$3.17M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.9K+ 17.33% |
$74.6K - $81K
|
12.9K
$775K
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
1.76K+ 9.68% |
$69.2K - $75.2K
|
20K
$1.2M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.25KNew |
$49K - $53.2K
|
1.25K
$75.2K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
742+ 11.67% |
$29.1K - $31.6K
|
7.1K
$427K
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
720+ 4.65% |
$28.3K - $30.7K
|
16.2K
$975K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
685+ 46.76% |
$26.9K - $29.2K
|
2.15K
$129K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
597+ 46.97% |
$23.4K - $25.4K
|
1.87K
$112K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
500New |
$19.6K - $21.3K
|
500
$30.1K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$7.85K - $8.52K
|
200
$12K
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
176+ 1.25% |
$6.91K - $7.5K
|
14.3K
$860K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
160New |
$6.28K - $6.82K
|
160
$9.64K
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
157+ 0.34% |
$6.16K - $6.69K
|
46.3K
$2.79M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$5.89K - $6.39K
|
150
$9.03K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137+ 3.02% |
$5.38K - $5.84K
|
4.67K
$281K
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
109+ 0.12% |
$4.28K - $4.65K
|
91.4K
$5.5M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
81+ 16.67% |
$3.18K - $3.45K
|
567
$34.1K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
76New |
$2.98K - $3.24K
|
76
$4.58K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
49+ 0.3% |
$1.92K - $2.09K
|
16.3K
$980K
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
33+ 0.04% |
$1.29K - $1.41K
|
89.8K
$5.41M
|