Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr (FIVA)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIVA) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
104KNew |
$2.22M - $2.44M
|
104K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.9K+ 7.97% |
$655K - $720K
|
418K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3KNew |
$219K - $240K
|
10.3K
$256K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.88KNew |
$188K - $207K
|
8.88K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.97K+ 34.41% |
$127K - $139K
|
23.3K
$580K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.77KNew |
$80K - $87.9K
|
3.77K
$93.7K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.5K+ 9.99% |
$53K - $58.2K
|
27.5K
$684K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
508+ 8.82% |
$10.8K - $11.8K
|
6.27K
$156K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
264+ 0.51% |
$5.6K - $6.15K
|
52.2K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
170New |
$3.61K - $3.96K
|
170
$4.22K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-741- 7.56% |
$15.7K - $17.3K
|
9.06K
$225K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.26K- 36.55% |
$90.3K - $99.2K
|
7.39K
$184K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.24K- 19.01% |
$111K - $122K
|
22.3K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.9K- 97.59% |
$1.02M - $1.12M
|
1.18K
$29.4K
|