Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q2 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 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
175+ 3.53% |
$11.3K - $11.9K
|
5.14K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
167New |
$10.8K - $11.3K
|
167
$11.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$10.3K - $10.8K
|
160
$11.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
155New |
$9.99K - $10.5K
|
155
$10.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
148+ 1.77% |
$9.54K - $10K
|
8.52K
$597K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
133New |
$8.57K - $9.01K
|
133
$9.31K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
132New |
$8.51K - $8.95K
|
132
$9.24K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
108+ 59.34% |
$6.96K - $7.32K
|
290
$20.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
105+ 0.74% |
$6.77K - $7.12K
|
14.2K
$996K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
100New |
$6.45K - $6.78K
|
100
$7K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
98+ 2.77% |
$6.32K - $6.64K
|
3.64K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
84+ 1.41% |
$5.41K - $5.69K
|
6.02K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83+ 0.07% |
$5.35K - $5.62K
|
123K
$8.58M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
59New |
$3.8K - $4K
|
59
$4.13K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27+ 0.8% |
$1.74K - $1.83K
|
3.42K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25New |
$1.61K - $1.69K
|
25
$1.75K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
17+ 5.36% |
$1.1K - $1.15K
|
334
$23.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
15+ 8.67% |
$967 - $1.02K
|
188
$13.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.32% |
$838 - $881
|
4.07K
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11+ 0.16% |
$709 - $745
|
6.88K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9+ 0.28% |
$580 - $610
|
3.21K
$225K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.05% |
$580 - $610
|
18.5K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.03% |
$64.5 - $67.8
|
3.5K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 2.56% |
$64.5 - $67.8
|
40
$2.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$64.5 - $67.8
|
4.13K
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-38- 8.7% |
$2.45K - $2.58K
|
399
$27.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-53- 0.17% |
$3.42K - $3.59K
|
30.7K
$2.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 10.61% |
$4.13K - $4.34K
|
539
$37.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-74- 11.35% |
$4.77K - $5.01K
|
578
$40.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
SELL
|
- |
-87- 0.37% |
$5.61K - $5.9K
|
23.4K
$1.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-91- 3.98% |
$5.87K - $6.17K
|
2.2K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-103- 1.68% |
$6.64K - $6.98K
|
6.02K
$421K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-141- 3.36% |
$9.09K - $9.56K
|
4.06K
$284K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-199- 46.82% |
$12.8K - $13.5K
|
226
$15.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-204- 50.0% |
$13.1K - $13.8K
|
204
$14.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-237- 2.31% |
$15.3K - $16.1K
|
10K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-441- 1.66% |
$28.4K - $29.9K
|
26.1K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-504- 1.95% |
$32.5K - $34.2K
|
25.3K
$1.77M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-527- 7.63% |
$34K - $35.7K
|
6.38K
$446K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-540- 1.65% |
$34.8K - $36.6K
|
32.2K
$2.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-622- 13.31% |
$40.1K - $42.2K
|
4.05K
$284K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-654- 13.39% |
$42.2K - $44.3K
|
4.23K
$296K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-737- 3.59% |
$47.5K - $49.9K
|
19.8K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-834- 6.98% |
$53.8K - $56.5K
|
11.1K
$778K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.06K- 6.53% |
$68.5K - $72K
|
15.2K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.11K- 3.53% |
$71.4K - $75.1K
|
30.2K
$2.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.14K- 1.36% |
$73.4K - $77.2K
|
82.9K
$5.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.48K- 2.32% |
$95.5K - $100K
|
62.2K
$4.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.62K- 17.55% |
$104K - $110K
|
7.61K
$532K
|