Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO) during Q2 2024. 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 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
102K+ 9.97% |
$0 - $2.44M
|
1.13M
$25.3M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94.2K+ 166.36% |
$0 - $2.25M
|
151K
$3.38M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.6K+ 8.49% |
$0 - $1.49M
|
800K
$17.9M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.1K+ 4050.57% |
$0 - $933K
|
40.1K
$898K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26K+ 21.92% |
$0 - $621K
|
145K
$3.24M
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
21.6K+ 12.08% |
$0 - $516K
|
201K
$4.49M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.8K+ 15.44% |
$0 - $448K
|
140K
$3.14M
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
18.5K+ 34.45% |
$0 - $442K
|
72.2K
$1.62M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$0 - $318K
|
13.3K
$299K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.76K+ 41.88% |
$0 - $209K
|
29.7K
$665K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.54KNew |
$0 - $204K
|
8.54K
$191K
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6.35K+ 3.99% |
$0 - $152K
|
165K
$3.71M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.23K+ 5.01% |
$0 - $101K
|
88.7K
$1.99M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3K+ 24.15% |
$0 - $54.9K
|
11.8K
$265K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.23KNew |
$0 - $29.3K
|
1.23K
$27.5K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
947+ 7.42% |
$0 - $22.6K
|
13.7K
$307K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
918+ 6.78% |
$0 - $21.9K
|
14.5K
$324K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$0 - $21.5K
|
900
$20.2K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
320+ 1.91% |
$0 - $7.64K
|
17.1K
$383K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
284+ 3.81% |
$0 - $6.78K
|
7.74K
$173K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$0 - $4.78K
|
200
$4.48K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
183New |
$0 - $4.37K
|
183
$4.1K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
72New |
$0 - $1.72K
|
72
$1.61K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67+ 0.22% |
$0 - $1.6K
|
30K
$672K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 3.87% |
$0 - $143
|
161
$3.61K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-375- 1.03% |
$0 - $8.96K
|
36.2K
$810K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-429- 2.15% |
$0 - $10.2K
|
19.6K
$438K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.1K- 6.68% |
$0 - $26.2K
|
15.3K
$343K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.26K- 12.78% |
$0 - $30.1K
|
8.6K
$193K
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2K- 3.8% |
$0 - $47.8K
|
50.6K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.94K- 30.82% |
$0 - $118K
|
11.1K
$248K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.83K- 5.76% |
$0 - $163K
|
112K
$2.51M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.4K- 98.77% |
$0 - $247K
|
129
$2.89K
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-25.9K- 67.66% |
$0 - $618K
|
12.4K
$277K
|