Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.09M+ 44719.03% |
$167M - $192M
|
2.09M
$197M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
100KNew |
$8.04M - $9.26M
|
100K
$9.44M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
96.1K+ 81.08% |
$7.69M - $8.85M
|
215K
$20.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
63.9K+ 227.47% |
$5.12M - $5.89M
|
92.1K
$8.65M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.2K+ 190.64% |
$4.26M - $4.9M
|
81.1K
$7.62M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50.5KNew |
$4.04M - $4.65M
|
50.5K
$4.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
46.8KNew |
$3.74M - $4.31M
|
46.8K
$4.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.4K+ 461.49% |
$3.31M - $3.81M
|
50.3K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.5K+ 233.94% |
$3.08M - $3.54M
|
54.9K
$5.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
37.1KNew |
$2.97M - $3.41M
|
37.1K
$3.48M
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
33.6KNew |
$2.69M - $3.09M
|
33.6K
$3.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.9K+ 29.75% |
$2.64M - $3.03M
|
144K
$13.5M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
32.5KNew |
$2.6M - $2.99M
|
32.5K
$3.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.1K+ 2.82% |
$2.01M - $2.31M
|
915K
$86M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
24.3K+ 88.56% |
$1.95M - $2.24M
|
51.8K
$4.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.9KNew |
$1.43M - $1.65M
|
17.9K
$1.68M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.4KNew |
$1.32M - $1.51M
|
16.4K
$1.54M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.1KNew |
$1.29M - $1.49M
|
16.1K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 10.85% |
$1.28M - $1.47M
|
163K
$15.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.8KNew |
$1.02M - $1.18M
|
12.8K
$1.2M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.1KNew |
$969K - $1.12M
|
12.1K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
10KNew |
$802K - $924K
|
10K
$942K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
8.39KNew |
$671K - $773K
|
8.39K
$788K
|
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
7.88K+ 6.63% |
$631K - $726K
|
127K
$11.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
7.08K+ 14.49% |
$567K - $653K
|
56K
$5.26M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.01K+ 3.36% |
$561K - $645K
|
216K
$20.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.68KNew |
$534K - $615K
|
6.68K
$627K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.32KNew |
$506K - $582K
|
6.32K
$593K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.1KNew |
$488K - $562K
|
6.1K
$573K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.79KNew |
$463K - $533K
|
5.79K
$544K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.72K+ 4729.75% |
$458K - $527K
|
5.84K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.93KNew |
$395K - $454K
|
4.93K
$463K
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
4.51K+ 73.12% |
$361K - $416K
|
10.7K
$1M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4.51K+ 19.94% |
$361K - $416K
|
27.1K
$2.55M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.39KNew |
$352K - $405K
|
4.39K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.14K+ 95.9% |
$331K - $381K
|
8.45K
$794K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.94KNew |
$316K - $363K
|
3.94K
$370K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.54KNew |
$284K - $326K
|
3.54K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.54KNew |
$284K - $326K
|
3.54K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.5KNew |
$280K - $322K
|
3.5K
$329K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.49KNew |
$279K - $322K
|
3.49K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.34K+ 1.85% |
$267K - $308K
|
184K
$17.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.3KNew |
$264K - $304K
|
3.3K
$310K
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.25KNew |
$260K - $299K
|
3.25K
$305K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.14K+ 4.28% |
$251K - $289K
|
76.4K
$7.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.91KNew |
$233K - $268K
|
2.91K
$273K
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
2.87KNew |
$230K - $265K
|
2.87K
$270K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.83KNew |
$226K - $261K
|
2.83K
$266K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.83K+ 8.93% |
$226K - $261K
|
34.5K
$3.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.68K+ 2.65% |
$215K - $247K
|
104K
$9.76M
|