Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
436+ 46.83% |
$28.1K - $31.5K
|
1.37K
$95.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
430+ 1.73% |
$27.7K - $31K
|
25.3K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
405+ 686.44% |
$26.1K - $29.2K
|
464
$32.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
370+ 110.78% |
$23.9K - $26.7K
|
704
$49.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
352+ 8.69% |
$22.7K - $25.4K
|
4.4K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
291+ 5.67% |
$18.8K - $21K
|
5.43K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
258+ 5.34% |
$16.6K - $18.6K
|
5.09K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
245New |
$15.8K - $17.7K
|
245
$17.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
225+ 3.3% |
$14.5K - $16.2K
|
7.05K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
169+ 2.22% |
$10.9K - $12.2K
|
7.78K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
132+ 2.07% |
$8.52K - $9.53K
|
6.51K
$456K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
129+ 2.14% |
$8.32K - $9.31K
|
6.15K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
126+ 0.77% |
$8.13K - $9.09K
|
16.6K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
90+ 1.34% |
$5.81K - $6.5K
|
6.82K
$477K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84+ 0.39% |
$5.42K - $6.06K
|
21.8K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
59New |
$3.81K - $4.26K
|
59
$4.13K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
56+ 19.31% |
$3.61K - $4.04K
|
346
$24.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37+ 0.04% |
$2.39K - $2.67K
|
88.4K
$6.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35+ 1.02% |
$2.26K - $2.53K
|
3.46K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28New |
$1.81K - $2.02K
|
28
$1.96K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22+ 0.12% |
$1.42K - $1.59K
|
17.9K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.29% |
$774 - $866
|
4.09K
$286K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11+ 0.16% |
$710 - $794
|
6.89K
$482K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.48% |
$64.5 - $72.2
|
209
$14.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 7.45% |
$903 - $1.01K
|
174
$12.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65- 1.8% |
$4.19K - $4.69K
|
3.55K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-72- 0.65% |
$4.65K - $5.2K
|
11K
$767K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 38.43% |
$6.65K - $7.43K
|
165
$11.5K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-112- 2.16% |
$7.23K - $8.08K
|
5.07K
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-120- 3.3% |
$7.74K - $8.66K
|
3.52K
$246K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-132- 85.16% |
$8.52K - $9.53K
|
23
$1.61K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 65.36% |
$12.9K - $14.4K
|
106
$7.42K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-209- 0.6% |
$13.5K - $15.1K
|
34.6K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-227- 1.49% |
$14.6K - $16.4K
|
15K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-254- 0.32% |
$16.4K - $18.3K
|
79.8K
$5.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-274- 2.57% |
$17.7K - $19.8K
|
10.4K
$726K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-313- 7.71% |
$20.2K - $22.6K
|
3.75K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-360- 4.79% |
$23.2K - $26K
|
7.15K
$501K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-399- 2.54% |
$25.7K - $28.8K
|
15.3K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-465- 11.09% |
$30K - $33.6K
|
3.73K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-467- 3.28% |
$30.1K - $33.7K
|
13.8K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-532- 0.43% |
$34.3K - $38.4K
|
122K
$8.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-536- 99.44% |
$34.6K - $38.7K
|
3
$210
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-539- 5.28% |
$34.8K - $38.9K
|
9.67K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-593- 0.82% |
$38.3K - $42.8K
|
72K
$5.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-634- 1.97% |
$40.9K - $45.8K
|
31.5K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-673- 2.23% |
$43.4K - $48.6K
|
29.6K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.07K- 62.92% |
$69.3K - $77.5K
|
633
$44.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 4.99% |
$69.9K - $78.2K
|
20.6K
$1.44M
|