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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
240+ 5.08% |
$14.2K - $16.3K
|
4.96K
$352K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
204+ 100.0% |
$12.1K - $13.8K
|
408
$29K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
200+ 44.25% |
$11.8K - $13.6K
|
652
$46.3K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167+ 0.22% |
$9.86K - $11.3K
|
75K
$5.32M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
116New |
$6.85K - $7.87K
|
116
$8.23K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
108New |
$6.38K - $7.32K
|
108
$7.67K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
90+ 2.72% |
$5.32K - $6.1K
|
3.39K
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
85+ 0.91% |
$5.02K - $5.76K
|
9.42K
$669K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
83+ 1.84% |
$4.9K - $5.63K
|
4.58K
$325K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77+ 0.3% |
$4.55K - $5.22K
|
25.8K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
71+ 30.21% |
$4.19K - $4.81K
|
306
$21.7K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 0.24% |
$3.07K - $3.53K
|
21.5K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
43+ 30.94% |
$2.54K - $2.92K
|
182
$12.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39New |
$2.3K - $2.64K
|
39
$2.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 0.15% |
$1.24K - $1.42K
|
14K
$994K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20+ 0.06% |
$1.18K - $1.36K
|
31.4K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10+ 0.15% |
$591 - $678
|
6.87K
$488K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8New |
$473 - $542
|
8
$568
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$236 - $271
|
4
$284
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2+ 0.63% |
$118 - $136
|
317
$22.5K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.26% |
$118 - $136
|
786
$55.8K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1Closed |
$59.1 - $67.8
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 45.16% |
$827 - $949
|
17
$1.21K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15- 0.31% |
$886 - $1.02K
|
4.88K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-56- 1.36% |
$3.31K - $3.8K
|
4.06K
$288K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-66- 13.12% |
$3.9K - $4.48K
|
437
$31K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83- 0.07% |
$4.9K - $5.63K
|
123K
$8.7M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-106- 1.48% |
$6.26K - $7.19K
|
7.05K
$501K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-120- 2.82% |
$7.09K - $8.14K
|
4.13K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-162- 0.17% |
$9.57K - $11K
|
95.6K
$6.79M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-213- 33.39% |
$12.6K - $14.4K
|
425
$30.2K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-244- 2.41% |
$14.4K - $16.5K
|
9.87K
$701K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-295- 0.68% |
$17.4K - $20K
|
43.1K
$3.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-341- 36.12% |
$20.1K - $23.1K
|
603
$42.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-392- 7.74% |
$23.2K - $26.6K
|
4.67K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-442- 0.58% |
$26.1K - $30K
|
75.6K
$5.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-632- 1.9% |
$37.3K - $42.9K
|
32.7K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-717- 2.02% |
$42.4K - $48.6K
|
34.8K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-778- 0.92% |
$46K - $52.8K
|
84K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-862- 14.27% |
$50.9K - $58.5K
|
5.18K
$368K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-900- 34.52% |
$53.2K - $61K
|
1.71K
$121K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-936- 1.65% |
$55.3K - $63.5K
|
55.7K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.27K- 0.8% |
$74.8K - $85.9K
|
157K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.63K- 1.55% |
$96.5K - $111K
|
104K
$7.36M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.88K- 17.98% |
$111K - $128K
|
8.59K
$610K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.97K- 21.12% |
$116K - $133K
|
7.35K
$521K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2K- 22.43% |
$118K - $135K
|
6.91K
$490K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-2K- 7.87% |
$118K - $136K
|
23.5K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.12K- 7.29% |
$125K - $144K
|
26.9K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3.36K- 14.18% |
$199K - $228K
|
20.3K
$1.44M
|