Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO) during Q2 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
217K+ 56.91% |
$3.06M - $3.66M
|
598K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.2K+ 14.55% |
$1.03M - $1.23M
|
576K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
69.5K+ 95.09% |
$980K - $1.17M
|
143K
$3.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.9KNew |
$422K - $505K
|
29.9K
$671K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.5K+ 35.69% |
$332K - $397K
|
89.4K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
18.9K+ 58.88% |
$267K - $319K
|
51K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$167K - $200K
|
11.8K
$265K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.5K+ 32.06% |
$162K - $194K
|
47.4K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
11.1K+ 7.38% |
$157K - $188K
|
162K
$3.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7KNew |
$151K - $181K
|
10.7K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.61K+ 609.52% |
$65K - $77.7K
|
5.36K
$120K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.41K+ 3.21% |
$33.9K - $40.6K
|
77.4K
$1.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5K+ 461.54% |
$21.2K - $25.3K
|
1.83K
$40.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
740+ 6.17% |
$10.4K - $12.5K
|
12.7K
$285K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
399+ 135.71% |
$5.63K - $6.73K
|
693
$15.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
381+ 38.1% |
$5.38K - $6.43K
|
1.38K
$30.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
229New |
$3.23K - $3.86K
|
229
$5.13K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
203+ 0.48% |
$2.86K - $3.42K
|
42.2K
$946K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
33+ 0.27% |
$466 - $557
|
12.1K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.28% |
$423 - $506
|
10.7K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-306- 2.71% |
$4.32K - $5.16K
|
11K
$247K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.02K- 5.3% |
$14.4K - $17.2K
|
18.3K
$409K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.32K- 6.64% |
$32.7K - $39.1K
|
32.6K
$730K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.89K- 10.3% |
$40.7K - $48.7K
|
25.1K
$563K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.24K- 10.49% |
$59.9K - $71.6K
|
36.2K
$812K
|