Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
423K+ 2536.21% |
$22.7M - $24.9M
|
439K
$32.3M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
131K+ 10.41% |
$7.05M - $7.74M
|
1.39M
$103M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
77.7K+ 23.39% |
$4.17M - $4.58M
|
410K
$30.2M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
61.8K+ 72.33% |
$3.32M - $3.64M
|
147K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.1KNew |
$3.17M - $3.48M
|
59.1K
$4.35M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.1K+ 32.18% |
$1.72M - $1.89M
|
132K
$9.69M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.4K+ 55.32% |
$1.58M - $1.73M
|
82.6K
$6.08M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
10.7KNew |
$571K - $628K
|
10.7K
$784K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.77K+ 3.86% |
$524K - $575K
|
263K
$19.3M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.72K+ 32.74% |
$414K - $455K
|
31.3K
$2.3M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.83KNew |
$367K - $403K
|
6.83K
$503K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.68KNew |
$358K - $394K
|
6.68K
$492K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.49K+ 4.62% |
$348K - $382K
|
147K
$10.8M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.36KNew |
$341K - $374K
|
6.36K
$468K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.28KNew |
$337K - $370K
|
6.28K
$462K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.09K+ 96.13% |
$273K - $300K
|
10.4K
$764K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
5.06KNew |
$272K - $298K
|
5.06K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.43K+ 5.86% |
$237K - $261K
|
80K
$5.88M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.66K+ 8.9% |
$196K - $215K
|
44.8K
$3.29M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.42K+ 60.97% |
$183K - $201K
|
9.02K
$664K
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.39K+ 33.62% |
$182K - $199K
|
13.5K
$990K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.46K+ 6.71% |
$132K - $145K
|
39K
$2.87M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.23K+ 41.33% |
$119K - $131K
|
7.61K
$560K
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.19K+ 3.34% |
$117K - $129K
|
67.5K
$4.97M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.16K+ 6.98% |
$116K - $127K
|
33.1K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.12KNew |
$114K - $125K
|
2.12K
$156K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.88KNew |
$101K - $110K
|
1.88K
$138K
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.75K+ 49.59% |
$94.1K - $103K
|
5.29K
$389K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.3K+ 130.65% |
$69.7K - $76.6K
|
2.3K
$169K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.29K+ 304.49% |
$69.1K - $75.9K
|
1.71K
$126K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.27KNew |
$67.8K - $74.5K
|
1.27K
$93.1K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 70.06% |
$57.6K - $63.3K
|
2.61K
$192K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
858+ 12.06% |
$46K - $50.5K
|
7.98K
$587K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
804+ 3.33% |
$43.1K - $47.4K
|
25K
$1.84M
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
744+ 2.14% |
$39.9K - $43.8K
|
35.6K
$2.62M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
683+ 2.87% |
$36.6K - $40.2K
|
24.4K
$1.8M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
676New |
$36.3K - $39.8K
|
676
$49.8K
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
651+ 16.76% |
$34.9K - $38.3K
|
4.54K
$334K
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
600+ 2.47% |
$32.2K - $35.3K
|
24.9K
$1.83M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
459+ 38.38% |
$24.6K - $27K
|
1.66K
$122K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
451New |
$24.2K - $26.6K
|
451
$33.2K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
451New |
$24.2K - $26.6K
|
451
$33.2K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
416+ 2.11% |
$22.3K - $24.5K
|
20.1K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
410+ 6.58% |
$22K - $24.1K
|
6.64K
$489K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
384+ 227.22% |
$20.6K - $22.6K
|
553
$40.7K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
358+ 0.95% |
$19.2K - $21.1K
|
37.9K
$2.79M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
268New |
$14.4K - $15.8K
|
268
$19.7K
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
171New |
$9.17K - $10.1K
|
171
$12.6K
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
162+ 4.09% |
$8.69K - $9.54K
|
4.12K
$303K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
150New |
$8.04K - $8.84K
|
150
$11K
|