Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q1 2023. 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 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
255KNew |
$10.8M - $12.3M
|
255K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163K+ 114.61% |
$6.95M - $7.9M
|
306K
$14.9M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53.9K+ 94.4% |
$2.29M - $2.61M
|
111K
$5.4M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53.9K+ 94.4% |
$2.29M - $2.61M
|
111K
$5.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.7K+ 127.68% |
$1.65M - $1.87M
|
69.1K
$3.36M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.4K+ 466.83% |
$1.34M - $1.52M
|
38.2K
$1.86M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 9.63% |
$1.05M - $1.19M
|
281K
$13.7M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.9K+ 49.72% |
$1.01M - $1.15M
|
71.9K
$3.5M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.6K+ 5.34% |
$920K - $1.05M
|
427K
$20.8M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.8KNew |
$885K - $1.01M
|
20.8K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.6K+ 100.26% |
$876K - $997K
|
41.2K
$2M
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
11.8KNew |
$501K - $570K
|
11.8K
$574K
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11.1KNew |
$473K - $538K
|
11.1K
$542K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.7K+ 64.69% |
$455K - $517K
|
27.2K
$1.33M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2KNew |
$432K - $491K
|
10.2K
$495K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.85K+ 57.82% |
$419K - $476K
|
26.9K
$1.31M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.18K+ 54.21% |
$305K - $347K
|
20.4K
$993K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.06KNew |
$258K - $293K
|
6.06K
$295K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.42KNew |
$230K - $262K
|
5.42K
$263K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.38K+ 19.21% |
$228K - $260K
|
33.4K
$1.62M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.03K+ 41.04% |
$214K - $243K
|
17.3K
$840K
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4.46K+ 249.75% |
$189K - $215K
|
6.24K
$304K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.43K+ 22.06% |
$146K - $166K
|
19K
$923K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.42K+ 42.33% |
$103K - $117K
|
8.15K
$397K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.24KNew |
$95.4K - $108K
|
2.24K
$109K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.22KNew |
$94.5K - $107K
|
2.22K
$108K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 3.69% |
$83.5K - $94.9K
|
55.2K
$2.69M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.89K+ 6.67% |
$80.3K - $91.3K
|
30.2K
$1.47M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.81K+ 5.82% |
$77.1K - $87.6K
|
32.9K
$1.6M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.5K+ 8.89% |
$63.9K - $72.7K
|
18.4K
$896K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.48K+ 10.97% |
$63K - $71.6K
|
15K
$730K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.33K+ 0.62% |
$56.6K - $64.3K
|
217K
$10.5M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.07KNew |
$45.6K - $51.8K
|
1.07K
$52.2K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.02K+ 7.27% |
$43.4K - $49.4K
|
15.1K
$734K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
972+ 6.86% |
$41.3K - $47K
|
15.1K
$737K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
634New |
$26.9K - $30.6K
|
634
$30.9K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
570+ 6.69% |
$24.2K - $27.5K
|
9.09K
$442K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
550New |
$23.4K - $26.6K
|
550
$26.8K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
525+ 0.73% |
$22.3K - $25.4K
|
72.2K
$3.52M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
320New |
$13.6K - $15.5K
|
320
$15.6K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
282+ 0.85% |
$12K - $13.6K
|
33.3K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
172+ 1.93% |
$7.31K - $8.31K
|
9.1K
$443K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
136New |
$5.78K - $6.57K
|
136
$6.62K
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
120New |
$5.1K - $5.8K
|
120
$5.84K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
113+ 1.77% |
$4.8K - $5.46K
|
6.52K
$317K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
80+ 2.44% |
$3.4K - $3.87K
|
3.36K
$163K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
75+ 0.7% |
$3.19K - $3.62K
|
10.9K
$528K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
69+ 5.69% |
$2.93K - $3.33K
|
1.28K
$62.3K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48+ 0.22% |
$2.04K - $2.32K
|
22.1K
$1.07M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36New |
$1.53K - $1.74K
|
36
$1.75K
|