Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
108K+ 500.7% |
$7.58M - $9.73M
|
129K
$11.4M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
102K+ 11.15% |
$7.18M - $9.21M
|
1.02M
$89.4M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
96.5KNew |
$6.79M - $8.71M
|
96.5K
$8.48M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
94.5KNew |
$6.65M - $8.53M
|
94.5K
$8.31M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
91.7K+ 568.03% |
$6.45M - $8.28M
|
108K
$9.48M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57.2K+ 2021.49% |
$4.02M - $5.16M
|
60K
$5.28M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.5KNew |
$3.62M - $4.64M
|
51.5K
$4.52M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23K+ 10.68% |
$1.62M - $2.08M
|
239K
$21M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.9K+ 214.84% |
$1.61M - $2.07M
|
33.5K
$2.95M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.8K+ 45.27% |
$1.6M - $2.06M
|
73.1K
$6.43M
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
BUY
|
- |
18.9KNew |
$1.33M - $1.7M
|
18.9K
$1.66M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.2K+ 3.72% |
$1.28M - $1.64M
|
507K
$44.5M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
16K+ 59.38% |
$1.13M - $1.44M
|
42.9K
$3.78M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14.3K+ 27.54% |
$1M - $1.29M
|
66.1K
$5.81M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$770K - $988K
|
11K
$963K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.9K+ 129.46% |
$770K - $988K
|
19.4K
$1.71M
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
6.85K+ 6.6% |
$482K - $618K
|
111K
$9.73M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.65K+ 10.59% |
$467K - $600K
|
69.4K
$6.1M
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.12KNew |
$430K - $552K
|
6.12K
$538K
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.57K+ 44.42% |
$391K - $502K
|
18.1K
$1.59M
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$316K - $406K
|
4.5K
$395K
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.08K+ 61.09% |
$287K - $368K
|
10.8K
$946K
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.98K+ 6.77% |
$280K - $359K
|
62.7K
$5.52M
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
3.21K+ 8.67% |
$226K - $290K
|
40.3K
$3.54M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 6.88% |
$202K - $259K
|
44.6K
$3.92M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.86K+ 118.67% |
$201K - $258K
|
5.27K
$463K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.55KNew |
$179K - $230K
|
2.55K
$224K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.4K+ 8.85% |
$169K - $217K
|
29.5K
$2.6M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.34K+ 38.39% |
$165K - $211K
|
8.44K
$742K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.24K+ 14.07% |
$158K - $202K
|
18.2K
$1.6M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.04K+ 40.98% |
$143K - $184K
|
7.01K
$616K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.48K+ 2.7% |
$104K - $134K
|
56.4K
$4.96M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.44KNew |
$101K - $130K
|
1.44K
$126K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.43K+ 28.93% |
$100K - $129K
|
6.36K
$559K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.21K+ 451.49% |
$85.1K - $109K
|
1.48K
$130K
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.09KNew |
$76.4K - $98K
|
1.09K
$95.5K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
1.08KNew |
$76.2K - $97.7K
|
1.08K
$95.2K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
997+ 45.11% |
$70.1K - $90K
|
3.21K
$282K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
754+ 318.14% |
$53K - $68K
|
991
$87.1K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
706+ 213.94% |
$49.7K - $63.7K
|
1.04K
$91.1K
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
705+ 8.4% |
$49.6K - $63.6K
|
9.09K
$799K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
686+ 3.55% |
$48.2K - $61.9K
|
20K
$1.76M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
654+ 2.01% |
$46K - $59K
|
33.2K
$2.92M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
649+ 2.0% |
$45.6K - $58.6K
|
33.1K
$2.91M
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
649+ 20.43% |
$45.6K - $58.6K
|
3.83K
$336K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
620+ 16.38% |
$43.6K - $56K
|
4.41K
$387K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
522New |
$36.7K - $47.1K
|
522
$45.9K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
502+ 590.59% |
$35.3K - $45.3K
|
587
$51.6K
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
474+ 13.55% |
$33.3K - $42.8K
|
3.97K
$349K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
435+ 7.44% |
$30.6K - $39.3K
|
6.28K
$552K
|