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 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83+ 2.09% |
$4.17K - $4.53K
|
4.05K
$284K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44New |
$2.21K - $2.4K
|
44
$3.08K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34+ 0.13% |
$1.71K - $1.86K
|
25.6K
$1.79M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 158.82% |
$1.36K - $1.47K
|
44
$3.08K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
22+ 0.66% |
$1.11K - $1.2K
|
3.38K
$237K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 19.59% |
$955 - $1.04K
|
116
$8.12K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
16New |
$804 - $873
|
16
$1.12K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8New |
$402 - $437
|
8
$560
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4+ 0.03% |
$201 - $218
|
15.6K
$1.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2New |
$101 - $109
|
2
$140
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1New |
$50.3 - $54.6
|
1
$70
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.59% |
$50.3 - $54.6
|
171
$12K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.49% |
$50.3 - $54.6
|
205
$14.3K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 4.64% |
$452 - $491
|
185
$12.9K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-24- 0.56% |
$1.21K - $1.31K
|
4.23K
$296K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 16.39% |
$2.01K - $2.18K
|
204
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-51- 0.96% |
$2.56K - $2.78K
|
5.27K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 18.97% |
$2.76K - $3K
|
235
$16.4K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-80- 1.42% |
$4.02K - $4.37K
|
5.55K
$388K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-140- 0.95% |
$7.04K - $7.64K
|
14.5K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-204- 0.81% |
$10.3K - $11.1K
|
25K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-256- 0.67% |
$12.9K - $14K
|
38K
$2.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-436- 6.79% |
$21.9K - $23.8K
|
5.98K
$419K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-509- 1.4% |
$25.6K - $27.8K
|
35.7K
$2.5M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-607- 54.83% |
$30.5K - $33.1K
|
500
$35K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-827- 3.45% |
$41.6K - $45.1K
|
23.2K
$1.62M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-967- 0.55% |
$48.6K - $52.8K
|
176K
$12.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.12K- 3.69% |
$56.4K - $61.2K
|
29.3K
$2.05M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 3.23% |
$79.6K - $86.5K
|
47.5K
$3.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.66K- 3.02% |
$83.5K - $90.7K
|
53.4K
$3.74M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.67K- 5.39% |
$83.7K - $90.9K
|
29.3K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.71K- 1.74% |
$85.7K - $93.1K
|
96.2K
$6.73M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.8K- 7.39% |
$90.2K - $98K
|
22.5K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.03K- 3.74% |
$102K - $111K
|
52.1K
$3.65M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.08K- 2.1% |
$105K - $114K
|
97.2K
$6.8M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.2K- 10.24% |
$110K - $120K
|
19.3K
$1.35M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.22K- 33.31% |
$111K - $121K
|
4.44K
$311K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.91K- 28.2% |
$146K - $159K
|
7.42K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.19K- 20.19% |
$160K - $174K
|
12.6K
$882K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.72K- 22.12% |
$187K - $203K
|
13.1K
$917K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5K- 25.57% |
$251K - $273K
|
14.5K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.14K- 4.91% |
$258K - $280K
|
99.6K
$6.97M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.69K- 12.85% |
$286K - $311K
|
38.6K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.85K- 83.03% |
$294K - $319K
|
1.2K
$83.7K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.32K- 52.39% |
$368K - $400K
|
6.66K
$466K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.9K- 35.95% |
$1.2M - $1.3M
|
42.6K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.3K- 55.8% |
$1.47M - $1.6M
|
23.2K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.7K- 78.11% |
$1.59M - $1.73M
|
8.87K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.2K- 51.92% |
$2.27M - $2.47M
|
41.9K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.6K- 15.84% |
$2.54M - $2.76M
|
269K
$18.8M
|