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 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
101New |
$8.09K - $9.31K
|
101
$9.49K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$8.01K - $9.21K
|
100
$9.4K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
85New |
$6.8K - $7.83K
|
85
$7.99K
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
81+ 1.91% |
$6.48K - $7.46K
|
4.32K
$405K
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
76New |
$6.08K - $7K
|
76
$7.14K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65New |
$5.2K - $5.99K
|
65
$6.11K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
60+ 2.55% |
$4.8K - $5.53K
|
2.41K
$226K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
52New |
$4.16K - $4.79K
|
52
$4.89K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
50New |
$4K - $4.61K
|
50
$4.7K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
40New |
$3.2K - $3.69K
|
40
$3.76K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35New |
$2.8K - $3.22K
|
35
$3.29K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30New |
$2.4K - $2.76K
|
30
$2.82K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 24.51% |
$2K - $2.3K
|
127
$11.9K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 11.79% |
$2K - $2.3K
|
237
$22.3K
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
22New |
$1.76K - $2.03K
|
22
$2.07K
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8+ 10.67% |
$640 - $737
|
83
$7.8K
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7+ 0.18% |
$560 - $645
|
3.8K
$357K
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6+ 0.2% |
$480 - $553
|
3.04K
$286K
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.54% |
$80.1 - $92.1
|
185
$17.4K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$80.1 - $92.1
|
1
$94
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$80.1 - $92.1
|
6.53K
$613K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1+ 0.04% |
$80.1 - $92.1
|
2.62K
$246K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.07% |
$80.1 - $92.1
|
1.52K
$143K
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-11- 0.3% |
$881 - $1.01K
|
3.61K
$339K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-20- 30.77% |
$1.6K - $1.84K
|
45
$4.23K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-23Closed |
$1.84K - $2.12K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-31Closed |
$2.48K - $2.86K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-36- 0.74% |
$2.88K - $3.32K
|
4.84K
$455K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-37- 1.24% |
$2.96K - $3.41K
|
2.94K
$276K
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-71- 2.01% |
$5.68K - $6.54K
|
3.46K
$325K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-94Closed |
$7.52K - $8.66K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100Closed |
$8.01K - $9.21K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 3.05% |
$8.01K - $9.21K
|
3.18K
$298K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-140- 8.43% |
$11.2K - $12.9K
|
1.52K
$143K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-140- 34.31% |
$11.2K - $12.9K
|
268
$25.2K
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-150- 0.62% |
$12K - $13.8K
|
24K
$2.25M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-180- 2.02% |
$14.4K - $16.6K
|
8.73K
$820K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-197- 6.26% |
$15.8K - $18.1K
|
2.95K
$277K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-218- 6.96% |
$17.5K - $20.1K
|
2.91K
$274K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-250- 0.28% |
$20K - $23K
|
89.6K
$8.42M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-397- 1.21% |
$31.8K - $36.6K
|
32.5K
$3.06M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-412- 9.17% |
$33K - $38K
|
4.08K
$384K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-486- 5.17% |
$38.9K - $44.8K
|
8.91K
$837K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-500Closed |
$40K - $46.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-515Closed |
$41.2K - $47.4K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-572- 10.32% |
$45.8K - $52.7K
|
4.97K
$467K
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-650- 14.44% |
$52K - $59.9K
|
3.85K
$362K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-876- 9.94% |
$70.1K - $80.7K
|
7.93K
$745K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-985Closed |
$78.8K - $90.7K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
SELL
|
- |
-1.02K- 8.01% |
$81.3K - $93.5K
|
11.7K
$1.09M
|