Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.14K+ 655.17% |
$59.6K - $65.5K
|
1.31K
$93.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.07K+ 0.86% |
$56K - $61.6K
|
126K
$8.94M
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
791+ 2.95% |
$41.4K - $45.5K
|
27.6K
$1.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
688+ 1.82% |
$36K - $39.5K
|
38.5K
$2.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
652+ 3.51% |
$34.1K - $37.5K
|
19.2K
$1.36M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
624+ 8.09% |
$32.6K - $35.9K
|
8.34K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
624+ 8.09% |
$32.6K - $35.9K
|
8.34K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
613+ 1.7% |
$32K - $35.2K
|
36.7K
$2.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
547+ 1051.92% |
$28.6K - $31.4K
|
599
$42.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
475+ 1.14% |
$24.8K - $27.3K
|
42.1K
$2.99M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
460New |
$24K - $26.4K
|
460
$32.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
459+ 4.88% |
$24K - $26.4K
|
9.86K
$700K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
451+ 1.65% |
$23.6K - $25.9K
|
27.8K
$1.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
439New |
$23K - $25.2K
|
439
$31.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
314+ 3.43% |
$16.4K - $18K
|
9.47K
$673K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300New |
$15.7K - $17.2K
|
300
$21.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
300New |
$15.7K - $17.2K
|
300
$21.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
246+ 41.34% |
$12.9K - $14.1K
|
841
$59.7K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
201New |
$10.5K - $11.5K
|
201
$14.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
BUY
|
- |
200+ 1.94% |
$10.5K - $11.5K
|
10.5K
$747K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
193+ 2.33% |
$10.1K - $11.1K
|
8.48K
$602K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
167+ 2.61% |
$8.73K - $9.6K
|
6.57K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
117+ 1.24% |
$6.12K - $6.72K
|
9.56K
$679K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$5.23K - $5.75K
|
100
$7.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
100New |
$5.23K - $5.75K
|
100
$7.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
48+ 5.05% |
$2.51K - $2.76K
|
998
$70.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43New |
$2.25K - $2.47K
|
43
$3.05K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15New |
$784 - $862
|
15
$1.06K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.3% |
$314 - $345
|
2.02K
$144K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.33% |
$157 - $172
|
917
$65.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-7Closed |
$366 - $402
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33Closed |
$1.73K - $1.9K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33- 4.21% |
$1.73K - $1.9K
|
750
$53.2K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-57- 0.98% |
$2.98K - $3.28K
|
5.74K
$407K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-131- 5.45% |
$6.85K - $7.53K
|
2.27K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-195- 3.95% |
$10.2K - $11.2K
|
4.74K
$336K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-451Closed |
$23.6K - $25.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-499Closed |
$26.1K - $28.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-515- 0.17% |
$26.9K - $29.6K
|
310K
$22M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-583- 11.05% |
$30.5K - $33.5K
|
4.69K
$333K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-700Closed |
$36.6K - $40.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-764- 3.14% |
$39.9K - $43.9K
|
23.6K
$1.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-872- 6.94% |
$45.6K - $50.1K
|
11.7K
$830K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.02K- 8.74% |
$53.4K - $58.7K
|
10.7K
$758K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.33K- 3.37% |
$69.3K - $76.2K
|
38K
$2.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.59K- 2.65% |
$83K - $91.2K
|
58.3K
$4.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.96KClosed |
$103K - $113K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.29K- 8.0% |
$120K - $132K
|
26.3K
$1.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.7K- 3.51% |
$141K - $155K
|
74.1K
$5.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.29K- 15.97% |
$172K - $189K
|
17.3K
$1.23M
|