Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI IND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
67.8KNew |
$3.41M - $3.7M
|
67.8K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
56.9K+ 823.41% |
$2.86M - $3.11M
|
63.8K
$4.53M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52.7K+ 4.7% |
$2.65M - $2.88M
|
1.17M
$83.3M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
49.5K+ 244.56% |
$2.49M - $2.7M
|
69.7K
$4.95M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
29.1KNew |
$1.46M - $1.59M
|
29.1K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.6K+ 14.76% |
$1.39M - $1.51M
|
215K
$15.2M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
24K+ 151.26% |
$1.21M - $1.31M
|
39.9K
$2.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.6K+ 372.94% |
$1.04M - $1.13M
|
26.2K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.5KNew |
$1.03M - $1.12M
|
20.5K
$1.46M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
15K+ 35.48% |
$754K - $819K
|
57.3K
$4.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
12.7KNew |
$638K - $693K
|
12.7K
$901K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.6K+ 10.85% |
$635K - $690K
|
129K
$9.17M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1K+ 10.54% |
$508K - $552K
|
106K
$7.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.08K+ 3.86% |
$456K - $496K
|
244K
$17.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.38K+ 11.02% |
$321K - $348K
|
64.2K
$4.56M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.95K+ 4.38% |
$299K - $325K
|
142K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.72K+ 7.33% |
$287K - $312K
|
83.7K
$5.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.23KNew |
$213K - $231K
|
4.23K
$301K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4KNew |
$201K - $218K
|
4K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.99K+ 12.66% |
$201K - $218K
|
35.5K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.86KNew |
$194K - $211K
|
3.86K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.86K+ 18.33% |
$194K - $211K
|
24.9K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
3.79KNew |
$190K - $207K
|
3.79K
$269K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.16K+ 3.23% |
$109K - $118K
|
68.9K
$4.89M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.74K+ 10.36% |
$87.3K - $94.8K
|
18.5K
$1.31M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 83.19% |
$75.4K - $81.8K
|
3.3K
$234K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.4KNew |
$70.4K - $76.4K
|
1.4K
$99.4K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.1K+ 1.54% |
$55K - $59.8K
|
72.1K
$5.12M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.01KNew |
$51K - $55.3K
|
1.01K
$72K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
976+ 19.3% |
$49.1K - $53.3K
|
6.03K
$428K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
950New |
$47.8K - $51.9K
|
950
$67.5K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
821+ 6.22% |
$41.3K - $44.8K
|
14K
$996K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
779+ 18.19% |
$39.2K - $42.5K
|
5.06K
$359K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
752+ 14.12% |
$37.8K - $41K
|
6.08K
$432K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
746+ 1.11% |
$37.5K - $40.7K
|
68K
$4.83M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
667+ 1.34% |
$33.5K - $36.4K
|
50.6K
$3.59M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
667+ 1.34% |
$33.5K - $36.4K
|
50.6K
$3.59M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
547New |
$27.5K - $29.9K
|
547
$38.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
537+ 5.71% |
$27K - $29.3K
|
9.95K
$706K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
328+ 3.22% |
$16.5K - $17.9K
|
10.5K
$747K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
249+ 1.69% |
$12.5K - $13.6K
|
15K
$1.07M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
243+ 3.51% |
$12.2K - $13.3K
|
7.18K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
201+ 90.95% |
$10.1K - $11K
|
422
$30K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
200New |
$10.1K - $10.9K
|
200
$14.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
187+ 3.22% |
$9.4K - $10.2K
|
5.99K
$425K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.87% |
$8.55K - $9.28K
|
9.28K
$659K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
145New |
$7.29K - $7.91K
|
145
$10.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
132New |
$6.64K - $7.2K
|
132
$9.37K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
120+ 1.74% |
$6.03K - $6.55K
|
7.01K
$498K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
115+ 0.8% |
$5.78K - $6.28K
|
14.4K
$1.02M
|