Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Con (FDIS)

FDIS Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q1 2023. 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 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
239
+ 0.48%
$13.5K - $16.4K
50.3K $4.94M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
232
+ 3.74%
$13.1K - $15.9K
6.44K $632K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
167
+ 10.71%
$9.42K - $11.5K
1.73K $170K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
151
+ 151.0%
$8.51K - $10.4K
251 $24.7K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
130
+ 94.2%
$7.33K - $8.93K
268 $26.3K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
116
New
$6.54K - $7.97K
116 $11.4K
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
74
+ 1.58%
$4.17K - $5.08K
4.76K $468K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
64
+ 0.46%
$3.61K - $4.4K
14.1K $1.38M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
58
+ 165.71%
$3.27K - $3.99K
93 $9.14K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
56
New
$3.16K - $3.85K
56 $5.5K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
35
+ 0.79%
$1.97K - $2.4K
4.44K $436K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
32
New
$1.8K - $2.2K
32 $3.14K
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
27
+ 90.0%
$1.52K - $1.86K
57 $5.6K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
20
+ 166.67%
$1.13K - $1.37K
32 $3.14K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
2
+ 0.4%
$113 - $137
507 $49.8K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
1
+ 10.0%
$56.4 - $68.7
11 $1.08K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1
New
$56.4 - $68.7
1 $98.2
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1
+ 0.08%
$56.4 - $68.7
1.3K $128K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-4
- 0.05%
$226 - $275
8.43K $828K
Apr 27, 2023 Q1 2023
Southern Capital Advisors, LLC

SELL
 -
-10
- 0.1%
$564 - $687
9.99K $982K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-30
- 5.32%
$1.69K - $2.06K
534 $52.5K
Apr 20, 2023 Q1 2023
Pfg Advisors

SELL
 -
-69
- 1.85%
$3.89K - $4.74K
3.67K $360K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-80
- 4.7%
$4.51K - $5.5K
1.62K $159K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-85
- 1.4%
$4.79K - $5.84K
5.97K $586K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-86
- 15.36%
$4.85K - $5.91K
474 $46.6K
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

SELL
 -
-102
- 33.55%
$5.75K - $7.01K
202 $19.8K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

SELL
 -
-148
- 0.78%
$8.35K - $10.2K
18.8K $1.85M
May 03, 2023 Q1 2023
Exchange Capital Management, Inc.

SELL
 -
-159
- 0.45%
$8.97K - $10.9K
35.1K $3.45M
Apr 17, 2023 Q1 2023
Hall Capital Management CO Inc

SELL
 -
-273
- 3.59%
$15.4K - $18.8K
7.33K $720K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
SELL
 -
-450
- 7.63%
$25.4K - $30.9K
5.44K $535K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-540
Closed
$30.5K - $37.1K
0 $0
May 10, 2023 Q1 2023
Whalerock Point Partners, LLC

Providence, RI
SELL
 -
-680
- 13.73%
$38.3K - $46.7K
4.27K $420K
Apr 04, 2023 Q1 2023
Lynch & Associates

SELL
 -
-772
- 5.88%
$43.5K - $53K
12.4K $1.21M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-861
- 1.26%
$48.6K - $59.2K
67.3K $6.61M
Oct 24, 2023 Q1 2023
Lynch & Associates

SELL
 -
-950
- 7.14%
$53.6K - $65.3K
12.4K $1.21M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-993
- 1.66%
$56K - $68.2K
58.9K $5.79M
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-1.09K
- 16.53%
$61.3K - $74.7K
5.49K $539K
May 03, 2023 Q1 2023
Smith, Salley & Associates

SELL
 -
-1.12K
- 4.85%
$63.3K - $77.1K
22K $2.16M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.25K
- 12.14%
$70.3K - $85.6K
9.02K $886K
Apr 19, 2023 Q1 2023
Maltin Wealth Management, Inc.

SELL
 -
-1.7K
- 5.58%
$95.8K - $117K
28.8K $2.82M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.96K
- 37.07%
$111K - $135K
3.33K $327K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-2.31K
- 4.03%
$130K - $158K
54.9K $5.39M
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-2.49K
- 17.45%
$140K - $171K
11.8K $1.16M
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-2.5K
- 8.78%
$141K - $171K
25.9K $2.55M
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
SELL
 -
-2.71K
- 15.5%
$153K - $186K
14.8K $1.45M
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-3.11K
- 14.89%
$175K - $214K
17.8K $1.75M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-4.08K
- 6.06%
$230K - $281K
63.2K $6.21M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-4.61K
- 31.04%
$260K - $317K
10.3K $1.01M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-4.89K
- 5.63%
$276K - $336K
82K $8.05M

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