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 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140New |
$7.51K - $8.25K
|
140
$9.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
120New |
$6.44K - $7.07K
|
120
$8.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$3.38K - $3.71K
|
63
$4.41K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
59+ 1.15% |
$3.16K - $3.48K
|
5.19K
$363K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
33New |
$1.77K - $1.94K
|
33
$2.31K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
32+ 0.78% |
$1.72K - $1.88K
|
4.16K
$291K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
22+ 0.65% |
$1.18K - $1.3K
|
3.4K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.21% |
$965 - $1.06K
|
8.7K
$609K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 0.37% |
$804 - $884
|
4.03K
$282K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.33% |
$751 - $825
|
4.19K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 125.0% |
$268 - $295
|
9
$630
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.58% |
$53.6 - $58.9
|
172
$12K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.49% |
$53.6 - $58.9
|
206
$14.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.22% |
$107 - $118
|
899
$62.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.13% |
$644 - $707
|
9.33K
$653K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-39- 7.13% |
$2.09K - $2.3K
|
508
$35.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41- 0.1% |
$2.2K - $2.41K
|
42.3K
$2.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-50- 1.69% |
$2.68K - $2.95K
|
2.9K
$203K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-66- 0.25% |
$3.54K - $3.89K
|
26K
$1.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-78- 1.47% |
$4.18K - $4.59K
|
5.25K
$367K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-84- 2.16% |
$4.5K - $4.95K
|
3.81K
$267K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-91- 23.27% |
$4.88K - $5.36K
|
300
$21K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-97- 0.61% |
$5.2K - $5.71K
|
15.9K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-104- 0.95% |
$5.58K - $6.13K
|
10.9K
$761K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-189- 0.45% |
$10.1K - $11.1K
|
42.2K
$2.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-195- 0.57% |
$10.5K - $11.5K
|
34.3K
$2.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-249- 1.77% |
$13.4K - $14.7K
|
13.8K
$968K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-249- 0.52% |
$13.4K - $14.7K
|
47.2K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-251- 4.05% |
$13.5K - $14.8K
|
5.95K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-322- 0.46% |
$17.3K - $19K
|
69.8K
$4.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-344- 46.42% |
$18.4K - $20.3K
|
397
$27.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-346- 2.4% |
$18.6K - $20.4K
|
14K
$983K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-567- 9.13% |
$30.4K - $33.4K
|
5.64K
$395K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-586- 4.03% |
$31.4K - $34.5K
|
14K
$976K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-794- 12.07% |
$42.6K - $46.8K
|
5.78K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.02K- 1.06% |
$54.7K - $60.1K
|
95.5K
$6.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.34K- 26.56% |
$71.7K - $78.7K
|
3.7K
$259K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.61K- 3.68% |
$140K - $154K
|
68.4K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.63K- 2.7% |
$141K - $155K
|
94.8K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.15K- 7.37% |
$169K - $185K
|
39.6K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.34K- 2.58% |
$179K - $196K
|
126K
$8.81M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-4.79K- 7.34% |
$257K - $282K
|
60.5K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.79K- 3.77% |
$257K - $282K
|
122K
$8.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.93K- 2.81% |
$265K - $290K
|
170K
$11.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-5.03K- 16.25% |
$270K - $296K
|
25.9K
$1.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-6.42K- 61.17% |
$344K - $378K
|
4.08K
$285K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.5K- 31.02% |
$669K - $735K
|
27.7K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.6K- 48.26% |
$729K - $800K
|
14.6K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-19K- 30.83% |
$1.02M - $1.12M
|
42.5K
$2.98M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33K- 70.88% |
$1.77M - $1.95M
|
13.6K
$950K
|