Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
142K+ 2521.29% |
$8.54M - $10.6M
|
148K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
112K+ 347.83% |
$6.7M - $8.31M
|
144K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.9K+ 664.55% |
$2.64M - $3.27M
|
50.5K
$4.44M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.9K+ 664.55% |
$2.64M - $3.27M
|
50.5K
$4.44M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.2K+ 87.52% |
$2.11M - $2.62M
|
75.5K
$6.63M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.8K+ 94.25% |
$1.97M - $2.44M
|
67.7K
$5.95M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.4K+ 5.23% |
$1.7M - $2.11M
|
571K
$50.2M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.8K+ 12.53% |
$1.43M - $1.77M
|
214K
$18.8M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.4K+ 52.05% |
$1.28M - $1.59M
|
62.4K
$5.49M
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
19.9K+ 20.76% |
$1.19M - $1.48M
|
115K
$10.2M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19KNew |
$1.14M - $1.41M
|
19K
$1.67M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13K+ 62.14% |
$779K - $966K
|
33.9K
$2.98M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 18.62% |
$630K - $782K
|
66.9K
$5.89M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.76KNew |
$405K - $503K
|
6.76K
$594K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6.33KNew |
$380K - $471K
|
6.33K
$556K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
4.88KNew |
$293K - $363K
|
4.88K
$429K
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
4.71K+ 117.92% |
$283K - $351K
|
8.71K
$765K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
4.65K+ 1544.52% |
$279K - $346K
|
4.95K
$435K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.12K+ 8.16% |
$247K - $307K
|
54.7K
$4.81M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
3.98KNew |
$239K - $296K
|
3.98K
$350K
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.89K+ 29.6% |
$233K - $289K
|
17K
$1.5M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.59KNew |
$215K - $267K
|
3.59K
$315K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.49K+ 20.98% |
$209K - $260K
|
20.1K
$1.77M
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.3KNew |
$198K - $246K
|
3.3K
$290K
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.3KNew |
$198K - $245K
|
3.3K
$290K
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.29KNew |
$198K - $245K
|
3.29K
$290K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.19K+ 8.65% |
$191K - $237K
|
40.1K
$3.52M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.1K+ 121.88% |
$186K - $230K
|
5.64K
$496K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 3.34% |
$137K - $170K
|
70.6K
$6.2M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.9K+ 3.1% |
$114K - $141K
|
63.3K
$5.56M
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.86K+ 32.69% |
$111K - $138K
|
7.54K
$663K
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
1.57K+ 7.72% |
$94.4K - $117K
|
22K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 4.82% |
$81.5K - $101K
|
29.6K
$2.6M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 13.94% |
$73.9K - $91.7K
|
10.1K
$886K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
1.14K+ 25.64% |
$68.3K - $84.8K
|
5.58K
$491K
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
759+ 6.34% |
$45.5K - $56.5K
|
12.7K
$1.12M
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
720+ 3.32% |
$43.2K - $53.6K
|
22.4K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
499+ 4.21% |
$29.9K - $37.1K
|
12.4K
$1.09M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
485New |
$29.1K - $36.1K
|
485
$42.6K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
475New |
$28.5K - $35.3K
|
475
$41.8K
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
377+ 1.2% |
$22.6K - $28.1K
|
31.8K
$2.8M
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
374+ 6.51% |
$22.4K - $27.8K
|
6.12K
$538K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
330New |
$19.8K - $24.6K
|
330
$29K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
276+ 4.04% |
$16.6K - $20.5K
|
7.11K
$625K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
103+ 2.25% |
$6.18K - $7.66K
|
4.68K
$411K
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$6K - $7.44K
|
100
$8.79K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.08% |
$3.84K - $4.76K
|
6.02K
$529K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44New |
$2.64K - $3.27K
|
44
$3.87K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 2.41% |
$1.8K - $2.23K
|
1.27K
$112K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30New |
$1.8K - $2.23K
|
30
$2.64K
|