Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI MAT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
536K+ 4963.56% |
$24.1M - $27M
|
546K
$26.6M
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
141KNew |
$6.34M - $7.1M
|
141K
$6.85M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
94.7KNew |
$4.27M - $4.78M
|
94.7K
$4.61M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
76.2KNew |
$3.43M - $3.84M
|
76.2K
$3.71M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.6K+ 311.57% |
$2.19M - $2.45M
|
64.3K
$3.13M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
45KNew |
$2.03M - $2.27M
|
45K
$2.19M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
40.1K+ 2743.33% |
$1.8M - $2.02M
|
41.5K
$2.02M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.7K+ 121.21% |
$1.61M - $1.8M
|
65.2K
$3.17M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.5K+ 27.39% |
$1.55M - $1.74M
|
161K
$7.81M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28.9KNew |
$1.3M - $1.46M
|
28.9K
$1.4M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
26.9K+ 10.55% |
$1.21M - $1.36M
|
282K
$13.7M
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.2KNew |
$595K - $666K
|
13.2K
$643K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 31.7% |
$566K - $634K
|
52.2K
$2.54M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 3.47% |
$466K - $522K
|
309K
$15M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3KNew |
$464K - $520K
|
10.3K
$502K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.97KNew |
$449K - $503K
|
9.97K
$485K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.48K+ 44.28% |
$382K - $428K
|
27.6K
$1.35M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.59K+ 33.68% |
$342K - $383K
|
30.1K
$1.47M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.41KNew |
$334K - $374K
|
7.41K
$360K
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.3K+ 140.06% |
$284K - $318K
|
10.8K
$526K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.28KNew |
$283K - $317K
|
6.28K
$306K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.95KNew |
$268K - $300K
|
5.95K
$290K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.75K+ 4.66% |
$259K - $290K
|
129K
$6.28M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.66KNew |
$255K - $285K
|
5.66K
$275K
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.35KNew |
$196K - $220K
|
4.35K
$212K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.05K+ 101.71% |
$182K - $204K
|
8.02K
$390K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.86KNew |
$174K - $195K
|
3.86K
$188K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.17K+ 26.39% |
$97.7K - $109K
|
10.4K
$506K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.16K+ 7.16% |
$97K - $109K
|
32.3K
$1.57M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.04K+ 28.55% |
$91.9K - $103K
|
9.19K
$447K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.01K+ 9.6% |
$90.4K - $101K
|
22.9K
$1.12M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.77K+ 10.89% |
$79.7K - $89.3K
|
18K
$877K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.58K+ 19.38% |
$71.2K - $79.7K
|
9.74K
$474K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.55K+ 14.67% |
$69.6K - $77.9K
|
12.1K
$588K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$66.6K - $74.7K
|
1.48K
$72K
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.35K+ 32.8% |
$60.9K - $68.2K
|
5.47K
$266K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
935+ 7.82% |
$42.1K - $47.2K
|
12.9K
$627K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
822+ 1.12% |
$37K - $41.5K
|
74.4K
$3.62M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
405+ 28.46% |
$18.2K - $20.4K
|
1.83K
$89K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
349+ 0.97% |
$15.7K - $17.6K
|
36.3K
$1.77M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
300New |
$13.5K - $15.1K
|
300
$14.6K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
284New |
$12.8K - $14.3K
|
284
$13.8K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
265New |
$11.9K - $13.4K
|
265
$12.9K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
245+ 30.21% |
$11K - $12.4K
|
1.06K
$51.4K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
220New |
$9.9K - $11.1K
|
220
$10.7K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
190+ 2.57% |
$8.55K - $9.58K
|
7.59K
$369K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
181+ 54.35% |
$8.15K - $9.13K
|
514
$25K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
161+ 1.51% |
$7.25K - $8.12K
|
10.8K
$526K
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
155+ 1.75% |
$6.98K - $7.82K
|
8.99K
$438K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
101+ 0.3% |
$4.55K - $5.09K
|
33.3K
$1.62M
|