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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 8.03% |
$1.29K - $1.41K
|
444
$26.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25New |
$981 - $1.07K
|
25
$1.49K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$157 - $170
|
8.81K
$524K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.15% |
$39.2 - $42.6
|
678
$40.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 2.38% |
$39.2 - $42.6
|
43
$2.56K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-27- 5.56% |
$1.06K - $1.15K
|
459
$27.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-72- 46.15% |
$2.83K - $3.07K
|
84
$5K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-119- 2.21% |
$4.67K - $5.07K
|
5.27K
$314K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-149- 1.18% |
$5.85K - $6.35K
|
12.5K
$741K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-155- 0.23% |
$6.08K - $6.61K
|
67.4K
$4.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-182- 4.12% |
$7.14K - $7.76K
|
4.24K
$252K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-183- 1.94% |
$7.18K - $7.8K
|
9.24K
$550K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-216- 0.85% |
$8.48K - $9.21K
|
25.3K
$1.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-272- 1.51% |
$10.7K - $11.6K
|
17.7K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-360- 18.85% |
$14.1K - $15.3K
|
1.55K
$92.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-414- 4.8% |
$16.2K - $17.6K
|
8.21K
$489K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-449- 3.22% |
$17.6K - $19.1K
|
13.5K
$804K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-459- 3.49% |
$18K - $19.6K
|
12.7K
$755K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-488- 1.23% |
$19.1K - $20.8K
|
39.1K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-497- 1.42% |
$19.5K - $21.2K
|
34.5K
$2.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-500- 7.75% |
$19.6K - $21.3K
|
5.95K
$354K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-564- 1.46% |
$22.1K - $24K
|
38K
$2.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-667- 2.43% |
$26.2K - $28.4K
|
26.8K
$1.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-695Closed |
$27.3K - $29.6K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-716- 6.96% |
$28.1K - $30.5K
|
9.57K
$569K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-784- 4.38% |
$30.8K - $33.4K
|
17.1K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-920- 4.8% |
$36.1K - $39.2K
|
18.2K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-938- 7.36% |
$36.8K - $40K
|
11.8K
$702K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 3.83% |
$56.8K - $61.7K
|
36.3K
$2.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.71K- 8.28% |
$67K - $72.8K
|
18.9K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 0.92% |
$82.8K - $89.9K
|
227K
$13.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.34K- 4.4% |
$91.7K - $99.6K
|
50.9K
$3.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.46K- 5.37% |
$96.5K - $105K
|
43.4K
$2.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.67K- 10.34% |
$105K - $114K
|
23.2K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.9K- 1.41% |
$114K - $123K
|
203K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.11K- 6.07% |
$122K - $133K
|
48.1K
$2.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.32K- 8.4% |
$130K - $141K
|
36.2K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.36K- 7.72% |
$132K - $143K
|
40.2K
$2.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.95K- 1.4% |
$155K - $168K
|
278K
$16.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.43K- 16.78% |
$174K - $189K
|
22K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.86K- 8.65% |
$191K - $207K
|
51.4K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.11K- 25.86% |
$201K - $218K
|
14.7K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.61K- 99.98% |
$220K - $239K
|
1
$59.5
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.33K- 18.94% |
$288K - $312K
|
31.4K
$1.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-7.65K- 25.21% |
$300K - $326K
|
22.7K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.14K- 13.06% |
$319K - $347K
|
54.1K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-14.5K- 4.44% |
$568K - $616K
|
311K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.1K- 47.34% |
$670K - $728K
|
19K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.8K- 7.58% |
$777K - $844K
|
242K
$14.4M
|