Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
102KNew |
$6.03M - $6.92M
|
102K
$7.24M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
86.7K+ 143.45% |
$5.12M - $5.88M
|
147K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
59.8K+ 4.35% |
$3.53M - $4.05M
|
1.43M
$102M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.3K+ 31.08% |
$2.79M - $3.21M
|
200K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.3K+ 31.08% |
$2.79M - $3.21M
|
200K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
34.1K+ 5.96% |
$2.01M - $2.31M
|
606K
$43M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
31.2K+ 76.95% |
$1.84M - $2.11M
|
71.7K
$5.09M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.3K+ 3.94% |
$1.38M - $1.58M
|
615K
$43.7M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.1K+ 500.06% |
$1.07M - $1.23M
|
21.7K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
11.3KNew |
$668K - $767K
|
11.3K
$803K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.7K+ 13.3% |
$514K - $590K
|
74.1K
$5.26M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.24K+ 11.06% |
$487K - $559K
|
82.8K
$5.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.31K+ 17.36% |
$432K - $495K
|
49.4K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.97K+ 172.0% |
$411K - $472K
|
11K
$782K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.85K+ 201.26% |
$405K - $464K
|
10.3K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
6.44KNew |
$380K - $437K
|
6.44K
$457K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.2K+ 84.4% |
$366K - $420K
|
13.5K
$961K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.17KNew |
$305K - $351K
|
5.17K
$367K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.9K+ 18.95% |
$290K - $332K
|
30.8K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.88K+ 43.35% |
$288K - $331K
|
16.1K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.2KNew |
$248K - $285K
|
4.2K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.82K+ 9.79% |
$226K - $259K
|
42.9K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.82K+ 70.5% |
$225K - $259K
|
9.23K
$655K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.74KNew |
$221K - $254K
|
3.74K
$266K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.67K+ 48.6% |
$217K - $249K
|
11.2K
$797K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.54KNew |
$209K - $240K
|
3.54K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.5KNew |
$207K - $237K
|
3.5K
$248K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.39K+ 44.45% |
$200K - $230K
|
11K
$783K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.26K+ 1.29% |
$193K - $221K
|
257K
$18.2M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.21KNew |
$189K - $217K
|
3.21K
$228K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.2KNew |
$189K - $217K
|
3.2K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.05KNew |
$180K - $207K
|
3.05K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.71K+ 7.53% |
$160K - $184K
|
38.7K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.47K+ 18.96% |
$146K - $168K
|
15.5K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.04K+ 14.32% |
$120K - $138K
|
16.3K
$1.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.68K+ 2.7% |
$99.1K - $114K
|
63.7K
$4.52M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 8.88% |
$82.7K - $94.9K
|
17.2K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.28K+ 70.78% |
$75.8K - $87.1K
|
3.1K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.19K+ 16.25% |
$70.2K - $80.6K
|
8.51K
$604K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.19K+ 5.07% |
$70.1K - $80.5K
|
24.6K
$1.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 5.37% |
$68.9K - $79.1K
|
22.9K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.05K+ 20.58% |
$61.7K - $70.9K
|
6.12K
$435K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
941New |
$55.6K - $63.8K
|
941
$66.8K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
674+ 12.8% |
$39.8K - $45.7K
|
5.94K
$422K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
636+ 16.82% |
$37.6K - $43.1K
|
4.42K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
607+ 121.4% |
$35.9K - $41.2K
|
1.11K
$78.6K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
514+ 1.97% |
$30.4K - $34.9K
|
26.6K
$1.89M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
450+ 62.94% |
$26.6K - $30.5K
|
1.17K
$82.7K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
390New |
$23K - $26.4K
|
390
$27.7K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
281+ 14.0% |
$16.6K - $19.1K
|
2.29K
$162K
|