Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 173.9% |
$4.28M - $4.73M
|
160K
$7.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
50KNew |
$2.11M - $2.33M
|
50K
$2.43M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
47.1K+ 125.61% |
$1.99M - $2.2M
|
84.7K
$4.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
46.2K+ 21.34% |
$1.95M - $2.16M
|
263K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.8K+ 94.04% |
$753K - $833K
|
36.8K
$1.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16.6K+ 184.66% |
$698K - $772K
|
25.5K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16.4KNew |
$691K - $765K
|
16.4K
$797K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5K+ 20.99% |
$612K - $676K
|
83.5K
$4.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4K+ 5.13% |
$609K - $673K
|
296K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 3.07% |
$552K - $611K
|
440K
$21.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.81K+ 12.25% |
$372K - $411K
|
80.7K
$3.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.45K+ 83.07% |
$356K - $394K
|
18.6K
$906K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.36K+ 16.07% |
$226K - $250K
|
38.7K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.66KNew |
$196K - $217K
|
4.66K
$227K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.39KNew |
$185K - $205K
|
4.39K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.37K+ 11.24% |
$185K - $204K
|
43.3K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.46K+ 12.87% |
$146K - $161K
|
30.3K
$1.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.21K+ 134.39% |
$135K - $150K
|
5.6K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.74K+ 517.99% |
$115K - $128K
|
3.26K
$159K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.43K+ 13.22% |
$103K - $114K
|
20.9K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.28K+ 15.12% |
$96.2K - $106K
|
17.4K
$845K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.37K+ 6.32% |
$57.6K - $63.7K
|
23K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.36K+ 11.57% |
$57.5K - $63.6K
|
13.2K
$640K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.3K+ 1.81% |
$55K - $60.8K
|
73.5K
$3.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.29K+ 4.27% |
$54.4K - $60.2K
|
31.5K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.24K+ 6.06% |
$52.2K - $57.7K
|
21.7K
$1.05M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$50.6K - $56K
|
1.2K
$58.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 6.3% |
$48K - $53.1K
|
19.2K
$935K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
982+ 6.55% |
$41.4K - $45.8K
|
16K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
907+ 9.97% |
$38.3K - $42.3K
|
10K
$487K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
381+ 5.81% |
$16.1K - $17.8K
|
6.94K
$338K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
381+ 5.81% |
$16.1K - $17.8K
|
6.94K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
308+ 2.03% |
$13K - $14.4K
|
15.5K
$752K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
307New |
$13K - $14.3K
|
307
$14.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
255New |
$10.8K - $11.9K
|
255
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
238+ 0.67% |
$10K - $11.1K
|
35.9K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
87+ 0.74% |
$3.67K - $4.06K
|
11.8K
$574K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
76+ 13.82% |
$3.21K - $3.55K
|
626
$30.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
75+ 0.69% |
$3.16K - $3.5K
|
10.9K
$532K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
71+ 0.78% |
$3K - $3.31K
|
9.16K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
36+ 0.36% |
$1.52K - $1.68K
|
9.95K
$484K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 1.98% |
$1.01K - $1.12K
|
1.24K
$60.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21New |
$886 - $980
|
21
$1.02K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
11+ 0.49% |
$464 - $513
|
2.26K
$110K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
8+ 0.77% |
$338 - $373
|
1.05K
$50.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.42% |
$253 - $280
|
1.42K
$69K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.43% |
$84.4 - $93.3
|
472
$23K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1- 1.72% |
$42.2 - $46.7
|
57
$2.77K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 27.78% |
$422 - $467
|
26
$1.27K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 27.78% |
$422 - $467
|
26
$1.27K
|