Purchases and Sales Made in Q3 2021 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
408+ 3.62% |
$21.2K - $22.7K
|
11.7K
$830K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
214+ 3.24% |
$11.1K - $11.9K
|
6.82K
$484K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
174New |
$9.03K - $9.67K
|
174
$12.4K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
115+ 5.02% |
$5.97K - $6.39K
|
2.4K
$171K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
103+ 15.15% |
$5.34K - $5.73K
|
783
$55.6K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
67+ 0.07% |
$3.48K - $3.72K
|
91K
$6.46M
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
21+ 0.32% |
$1.09K - $1.17K
|
6.54K
$464K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
18New |
$934 - $1K
|
18
$1.28K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.3% |
$311 - $334
|
2.02K
$143K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.06% |
$156 - $167
|
5.28K
$375K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.22% |
$104 - $111
|
914
$64.9K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-33- 0.82% |
$1.71K - $1.83K
|
4.01K
$284K
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-38- 0.37% |
$1.97K - $2.11K
|
10.3K
$733K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-94- 1.02% |
$4.88K - $5.23K
|
9.16K
$650K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-132Closed |
$6.85K - $7.34K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-151- 19.24% |
$7.84K - $8.39K
|
634
$45K
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$10.4K - $11.1K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-238Closed |
$12.3K - $13.2K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-299Closed |
$15.5K - $16.6K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
SELL
|
- |
-307- 1.13% |
$15.9K - $17.1K
|
26.8K
$1.9M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-309- 90.35% |
$16K - $17.2K
|
33
$2.34K
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-793- 1.98% |
$41.1K - $44.1K
|
39.3K
$2.79M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-820- 14.25% |
$42.5K - $45.6K
|
4.94K
$350K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-872- 10.53% |
$45.2K - $48.5K
|
7.41K
$526K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.83K- 98.16% |
$147K - $157K
|
53
$3.76K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.93K- 3.87% |
$152K - $163K
|
72.6K
$5.16M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.24K- 29.8% |
$168K - $180K
|
7.64K
$542K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-3.81KClosed |
$198K - $212K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.71K- 2.39% |
$244K - $262K
|
193K
$13.7M
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.24KClosed |
$272K - $291K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.48K- 10.94% |
$284K - $305K
|
44.6K
$3.17M
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.75KClosed |
$298K - $319K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.77KClosed |
$299K - $321K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.54K- 20.85% |
$391K - $419K
|
28.6K
$2.03M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10K- 55.24% |
$519K - $556K
|
8.11K
$576K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10K- 3.66% |
$520K - $558K
|
264K
$18.7M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.7K- 11.98% |
$608K - $652K
|
86.1K
$6.11M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.2K- 19.49% |
$687K - $736K
|
54.7K
$3.88M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 7.85% |
$769K - $824K
|
174K
$12.4M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.7K- 89.48% |
$867K - $928K
|
1.96K
$139K
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-20.9KClosed |
$1.08M - $1.16M
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.8K- 99.21% |
$1.34M - $1.43M
|
204
$14.5K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-30.9K- 46.91% |
$1.6M - $1.72M
|
35K
$2.48M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-32.1K- 77.29% |
$1.67M - $1.79M
|
9.45K
$671K
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41.8KClosed |
$2.17M - $2.32M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43.7K- 77.69% |
$2.27M - $2.43M
|
12.5K
$890K
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-44.2KClosed |
$2.29M - $2.46M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-88.9K- 75.75% |
$4.61M - $4.94M
|
28.5K
$2.02M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-101K- 56.68% |
$5.22M - $5.59M
|
76.8K
$5.45M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-109K- 94.97% |
$5.68M - $6.08M
|
5.8K
$412K
|