Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.66K- 24.49% |
$101K - $119K
|
8.2K
$488K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.73K- 21.51% |
$104K - $122K
|
9.96K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.92K- 3.03% |
$111K - $131K
|
93.4K
$5.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.66K- 16.13% |
$139K - $164K
|
19K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.3K- 8.59% |
$163K - $192K
|
45.7K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.03K- 9.01% |
$229K - $270K
|
60.8K
$3.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.5K- 14.99% |
$247K - $291K
|
36.9K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-6.76K- 13.16% |
$257K - $303K
|
44.6K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.86K- 19.86% |
$261K - $307K
|
27.7K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.6K- 3.75% |
$289K - $340K
|
195K
$11.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.16K- 41.62% |
$348K - $410K
|
12.8K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 32.48% |
$441K - $520K
|
24.1K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.3K- 5.17% |
$507K - $597K
|
244K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.7K- 3.74% |
$520K - $613K
|
353K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.9K- 50.62% |
$604K - $712K
|
15.5K
$922K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.3K- 62.93% |
$809K - $953K
|
12.5K
$746K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.5K- 6.73% |
$968K - $1.14M
|
353K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-27K- 8.66% |
$1.03M - $1.21M
|
284K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-57.3K- 28.47% |
$2.18M - $2.57M
|
144K
$8.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.8K- 40.1% |
$3.26M - $3.84M
|
128K
$7.62M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-89K- 99.11% |
$3.38M - $3.99M
|
798
$47.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-97K- 88.68% |
$3.69M - $4.35M
|
12.4K
$737K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-99K- 2.94% |
$3.77M - $4.44M
|
3.27M
$195M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-132K- 71.8% |
$5.02M - $5.92M
|
51.9K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-165K- 47.29% |
$6.27M - $7.38M
|
184K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-176K- 63.41% |
$6.69M - $7.88M
|
102K
$6.04M
|