Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
91New |
$4.65K - $5.59K
|
91
$6.7K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
86+ 2.13% |
$4.39K - $5.29K
|
4.12K
$303K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70New |
$3.58K - $4.3K
|
70
$5.15K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66New |
$3.37K - $4.06K
|
66
$4.86K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55+ 1.31% |
$2.81K - $3.38K
|
4.25K
$313K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50New |
$2.55K - $3.07K
|
50
$3.68K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 5.01% |
$2.3K - $2.77K
|
944
$69.5K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15+ 0.04% |
$766 - $922
|
39.1K
$2.87M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6New |
$306 - $369
|
6
$442
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.58% |
$51.1 - $61.5
|
173
$12.7K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$51.1 - $61.5
|
1
$73.6
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1New |
$51.1 - $61.5
|
1
$73.6
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 0.98% |
$255 - $307
|
503
$37K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 45.16% |
$715 - $860
|
17
$1.25K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 8.11% |
$919 - $1.11K
|
204
$15K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-28- 1.32% |
$1.43K - $1.72K
|
2.09K
$154K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-50- 0.35% |
$2.55K - $3.07K
|
14.1K
$1.04M
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-50- 0.66% |
$2.55K - $3.07K
|
7.56K
$556K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57- 0.41% |
$2.91K - $3.5K
|
14K
$1.03M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-82- 20.65% |
$4.19K - $5.04K
|
315
$23.2K
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-90- 0.35% |
$4.6K - $5.53K
|
25.9K
$1.9M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-101- 18.26% |
$5.16K - $6.21K
|
452
$33.3K
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-111- 2.14% |
$5.67K - $6.82K
|
5.08K
$374K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-117- 1.3% |
$5.98K - $7.19K
|
8.9K
$655K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-142- 1.5% |
$7.25K - $8.73K
|
9.34K
$687K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-161- 1.01% |
$8.22K - $9.9K
|
15.8K
$1.16M
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-162- 0.38% |
$8.27K - $9.96K
|
42.1K
$3.1M
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-254- 6.11% |
$13K - $15.6K
|
3.9K
$287K
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-437- 1.69% |
$22.3K - $26.9K
|
25.5K
$1.87M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-537- 79.44% |
$27.4K - $33K
|
139
$10.2K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-537- 9.03% |
$27.4K - $33K
|
5.41K
$398K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-574- 10.18% |
$29.3K - $35.3K
|
5.07K
$373K
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-600- 20.69% |
$30.6K - $36.9K
|
2.3K
$169K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-676- 18.98% |
$34.5K - $41.5K
|
2.89K
$212K
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-798- 5.77% |
$40.8K - $49K
|
13K
$960K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-900- 71.15% |
$46K - $55.3K
|
365
$26.9K
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-941- 2.74% |
$48.1K - $57.8K
|
33.4K
$2.45M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.07K- 10.26% |
$54.4K - $65.5K
|
9.31K
$685K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 62.71% |
$54.8K - $65.9K
|
638
$47K
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 13.96% |
$56.9K - $68.4K
|
6.86K
$505K
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 4.75% |
$60.4K - $72.6K
|
23.7K
$1.75M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 45.41% |
$76.6K - $92.1K
|
1.8K
$133K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.76K- 5.33% |
$90.1K - $108K
|
31.3K
$2.31M
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.99K- 3.29% |
$102K - $122K
|
58.5K
$4.31M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 6.39% |
$124K - $149K
|
35.5K
$2.61M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 45.81% |
$147K - $177K
|
3.4K
$250K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.48K- 24.95% |
$178K - $214K
|
10.5K
$771K
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.9KClosed |
$199K - $240K
|
0
$0
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.14K- 55.02% |
$262K - $316K
|
4.2K
$309K
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.51K- 8.15% |
$281K - $338K
|
62K
$4.57M
|