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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.4KNew |
$192K - $221K
|
2.4K
$230K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.39K+ 1.17% |
$191K - $220K
|
206K
$19.7M
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.27KNew |
$182K - $209K
|
2.27K
$217K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.25K+ 17.16% |
$180K - $207K
|
15.3K
$1.47M
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.21K+ 17.59% |
$177K - $204K
|
14.8K
$1.42M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.12K+ 10.94% |
$170K - $195K
|
21.5K
$2.06M
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
2.07K+ 8.35% |
$166K - $191K
|
26.8K
$2.57M
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.79K+ 3893.48% |
$143K - $165K
|
1.84K
$176K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.59K+ 8.98% |
$127K - $147K
|
19.3K
$1.85M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.59K+ 480.91% |
$127K - $146K
|
1.92K
$183K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 8.02% |
$94.7K - $109K
|
15.9K
$1.52M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 4.56% |
$89.3K - $103K
|
25.6K
$2.45M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.12K+ 7.96% |
$89.3K - $103K
|
15.1K
$1.45M
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
1.01K+ 3.48% |
$81K - $93.2K
|
30.1K
$2.88M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.01KNew |
$80.5K - $92.6K
|
1.01K
$96.1K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 37.52% |
$80.1K - $92.1K
|
3.67K
$351K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
961+ 2.16% |
$76.9K - $88.5K
|
45.5K
$4.35M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
926+ 32.39% |
$74.1K - $85.3K
|
3.79K
$362K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
889+ 2.18% |
$71.2K - $81.9K
|
41.7K
$3.99M
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
872+ 1.51% |
$69.8K - $80.3K
|
58.8K
$5.62M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
852+ 740.87% |
$68.2K - $78.5K
|
967
$92.5K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
794New |
$63.6K - $73.2K
|
794
$76K
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
777+ 0.16% |
$62.2K - $71.6K
|
488K
$46.7M
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
604+ 37.61% |
$48.4K - $55.6K
|
2.21K
$211K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600+ 97.09% |
$48K - $55.3K
|
1.22K
$117K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
600New |
$48K - $55.3K
|
600
$57.4K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
583+ 33.13% |
$46.7K - $53.7K
|
2.34K
$224K
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
499+ 15.03% |
$39.9K - $46K
|
3.82K
$365K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
492+ 14.59% |
$39.4K - $45.3K
|
3.86K
$370K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
480New |
$38.4K - $44.2K
|
480
$45.9K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
453+ 12.24% |
$36.3K - $41.7K
|
4.15K
$397K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
426New |
$34.1K - $39.2K
|
426
$40.8K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
401+ 50.13% |
$32.1K - $36.9K
|
1.2K
$115K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350+ 15.99% |
$28K - $32.2K
|
2.54K
$243K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
336New |
$26.9K - $31K
|
336
$32.1K
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
333+ 6.24% |
$26.7K - $30.7K
|
5.67K
$542K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
314+ 224.29% |
$25.1K - $28.9K
|
454
$43.4K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
300+ 106.38% |
$24K - $27.6K
|
582
$55.7K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
294+ 55.47% |
$23.5K - $27.1K
|
824
$78.8K
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
276+ 10.85% |
$22.1K - $25.4K
|
2.82K
$270K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
270New |
$21.6K - $24.9K
|
270
$25.8K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
268+ 2.62% |
$21.5K - $24.7K
|
10.5K
$1M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
210+ 15.5% |
$16.8K - $19.3K
|
1.57K
$150K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
209New |
$16.7K - $19.3K
|
209
$20K
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
204+ 6.86% |
$16.3K - $18.8K
|
3.18K
$304K
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
195New |
$15.6K - $18K
|
195
$18.7K
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
194+ 6.75% |
$15.5K - $17.9K
|
3.07K
$294K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
187+ 3.63% |
$15K - $17.2K
|
5.33K
$510K
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
184+ 1.49% |
$14.7K - $17K
|
12.5K
$1.2M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
102+ 2.38% |
$8.17K - $9.4K
|
4.39K
$420K
|