Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
73.8K
+ 7.05%
$5.07M - $5.67M
1.12M $106M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
40.6K
+ 36.89%
$2.79M - $3.12M
151K $14.2M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
35.8K
+ 18.48%
$2.46M - $2.75M
230K $21.7M
Nov 13, 2023 Q3 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
29.9K
+ 83.62%
$2.05M - $2.29M
65.6K $6.2M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
26.5K
+ 365.98%
$1.82M - $2.03M
33.7K $3.19M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
26.5K
+ 20.85%
$1.82M - $2.03M
153K $14.5M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
22.5K
+ 2815.75%
$1.55M - $1.73M
23.3K $2.2M
Oct 13, 2023 Q3 2023
Monumental Financial Group Inc.

BUY
 -
15.7K
+ 18.8%
$1.08M - $1.21M
99.4K $9.39M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
14.4K
+ 19.23%
$988K - $1.1M
89.1K $8.42M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
11.6K
+ 144.67%
$796K - $889K
19.6K $1.85M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
10.7K
+ 51.59%
$734K - $820K
31.4K $2.96M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
8.52K
New
$585K - $654K
8.52K $804K
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
6.08K
+ 42.13%
$418K - $467K
20.5K $1.94M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
5K
New
$344K - $384K
5K $472K
Oct 30, 2023 Q3 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
4.79K
+ 9.91%
$329K - $367K
53.1K $5.01M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
4.57K
New
$314K - $351K
4.57K $432K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.46K
+ 5.63%
$307K - $343K
83.8K $7.91M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
4.05K
+ 2175.81%
$278K - $311K
4.23K $400K
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
3.92K
New
$269K - $301K
3.92K $370K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
3.59K
New
$247K - $275K
3.59K $339K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.55K
+ 9.55%
$244K - $273K
40.8K $3.85M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
3.29K
New
$226K - $253K
3.29K $311K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
3.22K
New
$221K - $247K
3.22K $304K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
3.13K
+ 42.73%
$215K - $240K
10.5K $988K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
2.9K
New
$199K - $223K
2.9K $274K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
2.85K
New
$196K - $218K
2.85K $269K
Nov 07, 2023 Q3 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
2.81K
+ 51.54%
$193K - $215K
8.25K $779K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
2.67K
+ 67.62%
$183K - $205K
6.61K $624K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.1K
+ 33.04%
$144K - $161K
8.46K $799K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
1.89K
+ 46.78%
$130K - $145K
5.92K $559K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.85K
+ 12.76%
$127K - $142K
16.3K $1.54M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
1.83K
+ 1.88%
$126K - $141K
99.1K $9.36M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.63K
+ 6.5%
$112K - $125K
26.7K $2.52M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.52K
+ 38.61%
$105K - $117K
5.47K $516K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
1.37K
+ 3.02%
$93.8K - $105K
46.6K $4.4M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
1.32K
+ 8.21%
$90.7K - $101K
17.4K $1.64M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.31K
+ 4.18%
$90.1K - $101K
32.7K $3.09M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
958
New
$65.8K - $73.5K
958 $90.5K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
948
+ 24.56%
$65.2K - $72.8K
4.81K $454K
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
856
+ 12.72%
$58.8K - $65.7K
7.59K $717K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
791
+ 7.46%
$54.4K - $60.7K
11.4K $1.08M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
698
+ 0.78%
$48K - $53.6K
90.4K $8.54M
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
632
+ 4.75%
$43.4K - $48.5K
13.9K $1.32M
Oct 18, 2023 Q3 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
589
+ 1.7%
$40.5K - $45.2K
35.3K $3.33M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
350
New
$24.1K - $26.9K
350 $33.1K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
345
+ 1.74%
$23.7K - $26.5K
20.1K $1.9M
Nov 08, 2023 Q3 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
312
+ 0.62%
$21.4K - $24K
50.7K $4.78M
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
293
+ 1.02%
$20.1K - $22.5K
29.1K $2.75M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
272
+ 3.46%
$18.7K - $20.9K
8.12K $767K

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