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 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
422+ 649.23% |
$29.7K - $38.1K
|
487
$41.3K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
393+ 15.01% |
$27.6K - $35.5K
|
3.01K
$255K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
381+ 7.88% |
$26.8K - $34.4K
|
5.22K
$442K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
341+ 0.67% |
$24K - $30.8K
|
51K
$4.32M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
332New |
$23.3K - $30K
|
332
$28.1K
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
312+ 2.68% |
$21.9K - $28.2K
|
12K
$1.01M
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
307+ 10.54% |
$21.6K - $27.7K
|
3.22K
$273K
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
306+ 10.85% |
$21.5K - $27.6K
|
3.13K
$265K
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
299+ 1.11% |
$21K - $27K
|
27.2K
$2.3M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
280+ 21.89% |
$19.7K - $25.3K
|
1.56K
$132K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
276+ 11.78% |
$19.4K - $24.9K
|
2.62K
$222K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
252+ 25.43% |
$17.7K - $22.7K
|
1.24K
$105K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
201New |
$14.1K - $18.1K
|
201
$17K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
191+ 7.52% |
$13.4K - $17.2K
|
2.73K
$231K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
182+ 6.26% |
$12.8K - $16.4K
|
3.09K
$262K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
168+ 5.69% |
$11.8K - $15.2K
|
3.12K
$264K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
158+ 2.96% |
$11.1K - $14.3K
|
5.49K
$465K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
104New |
$7.31K - $9.39K
|
104
$8.82K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50New |
$3.52K - $4.51K
|
50
$4.24K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
35New |
$2.46K - $3.16K
|
35
$2.97K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.39% |
$1.55K - $1.99K
|
5.69K
$482K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
17New |
$1.2K - $1.53K
|
17
$1.44K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 42.86% |
$1.05K - $1.35K
|
50
$4.24K
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
13+ 0.4% |
$914 - $1.17K
|
3.26K
$276K
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7+ 0.18% |
$492 - $632
|
3.81K
$323K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6New |
$422 - $542
|
6
$509
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.11% |
$281 - $361
|
3.62K
$306K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.99% |
$70.3 - $90.3
|
102
$8.65K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$70.3 - $90.3
|
4.39K
$372K
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$70.3 - $90.3
|
6.53K
$554K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10Closed |
$703 - $903
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-40Closed |
$2.81K - $3.61K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-45Closed |
$3.16K - $4.06K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-50Closed |
$3.52K - $4.51K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-68- 0.38% |
$4.78K - $6.14K
|
17.8K
$1.51M
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-77- 2.23% |
$5.42K - $6.95K
|
3.38K
$286K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-108- 23.79% |
$7.6K - $9.75K
|
346
$29.3K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-118- 3.71% |
$8.3K - $10.6K
|
3.06K
$259K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-125- 98.43% |
$8.79K - $11.3K
|
2
$170
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-147- 65.63% |
$10.3K - $13.3K
|
77
$6.53K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-164Closed |
$11.5K - $14.8K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-253- 0.99% |
$17.8K - $22.8K
|
25.4K
$2.15M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-270Closed |
$19K - $24.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-362- 3.45% |
$25.5K - $32.7K
|
10.1K
$858K
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-400- 1.09% |
$28.1K - $36.1K
|
36.2K
$3.06M
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-420- 94.38% |
$29.5K - $37.9K
|
25
$2.12K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-487- 3.22% |
$34.3K - $44K
|
14.7K
$1.24M
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-500- 15.15% |
$35.2K - $45.1K
|
2.8K
$237K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-541- 55.95% |
$38K - $48.8K
|
426
$36.1K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-557- 7.02% |
$39.2K - $50.3K
|
7.38K
$625K
|