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 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29+ 0.32% |
$1.23K - $1.4K
|
8.97K
$469K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 157.14% |
$935 - $1.06K
|
36
$1.88K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
8+ 0.78% |
$340 - $387
|
1.04K
$54.3K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4+ 0.01% |
$170 - $193
|
36.2K
$1.89M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.43% |
$85 - $96.6
|
470
$24.6K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 1.75% |
$42.5 - $48.3
|
58
$3.04K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-18- 1.26% |
$765 - $870
|
1.41K
$73.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19- 0.16% |
$808 - $918
|
11.7K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-26- 0.51% |
$1.11K - $1.26K
|
5.1K
$267K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30- 0.14% |
$1.28K - $1.45K
|
20.9K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-161- 1.23% |
$6.84K - $7.78K
|
12.9K
$677K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-227- 8.68% |
$9.65K - $11K
|
2.39K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-243- 0.68% |
$10.3K - $11.7K
|
35.7K
$1.87M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-381- 5.49% |
$16.2K - $18.4K
|
6.56K
$343K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-440- 6.29% |
$18.7K - $21.3K
|
6.56K
$343K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-533- 5.87% |
$22.7K - $25.8K
|
8.55K
$448K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-569- 8.08% |
$24.2K - $27.5K
|
6.48K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-636- 54.64% |
$27K - $30.7K
|
528
$27.6K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-690- 69.0% |
$29.3K - $33.3K
|
310
$16.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-798- 0.51% |
$33.9K - $38.6K
|
155K
$8.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-866- 8.03% |
$36.8K - $41.8K
|
9.91K
$519K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.17KClosed |
$49.8K - $56.6K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 7.5% |
$62.3K - $70.8K
|
18.1K
$946K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.49K- 6.01% |
$63.2K - $71.9K
|
23.3K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 4.35% |
$69.1K - $78.6K
|
35.8K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.87K- 15.24% |
$79.4K - $90.3K
|
10.4K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.05K- 5.01% |
$87.3K - $99.2K
|
38.9K
$2.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.06K- 8.7% |
$87.4K - $99.4K
|
21.6K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.09K- 18.02% |
$88.9K - $101K
|
9.51K
$498K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.31K- 25.83% |
$98.2K - $112K
|
6.63K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.83K- 17.14% |
$163K - $185K
|
18.5K
$970K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-4.67K- 49.7% |
$199K - $226K
|
4.73K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-4.71K- 30.56% |
$200K - $228K
|
10.7K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.46K- 8.57% |
$232K - $264K
|
58.3K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.77K- 62.01% |
$245K - $279K
|
3.54K
$185K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 46.33% |
$532K - $605K
|
14.5K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 70.21% |
$665K - $756K
|
6.64K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.4K- 12.02% |
$993K - $1.13M
|
171K
$8.95M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-38.7K- 45.69% |
$1.64M - $1.87M
|
46K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-42.9K- 86.65% |
$1.82M - $2.07M
|
6.61K
$346K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-53.2K- 97.77% |
$2.26M - $2.57M
|
1.21K
$63.5K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-140K- 84.75% |
$5.96M - $6.78M
|
25.2K
$1.32M
|