Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
136K+ 112.61% |
$5.22M - $6.37M
|
257K
$13M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
50.1KNew |
$1.93M - $2.35M
|
50.1K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.4K+ 11.69% |
$1.63M - $1.99M
|
405K
$20.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.9K+ 41.58% |
$1.61M - $1.96M
|
143K
$7.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
36.2KNew |
$1.39M - $1.7M
|
36.2K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
34.1KNew |
$1.31M - $1.6M
|
34.1K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.3KNew |
$1.16M - $1.42M
|
30.3K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.7KNew |
$950K - $1.16M
|
24.7K
$1.25M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.4K+ 12675.78% |
$784K - $957K
|
20.6K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17KNew |
$654K - $799K
|
17K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.5KNew |
$635K - $776K
|
16.5K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.5KNew |
$597K - $729K
|
15.5K
$786K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 31.91% |
$506K - $618K
|
54.5K
$2.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
12KNew |
$461K - $562K
|
12K
$607K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
9.06K+ 3744.63% |
$348K - $425K
|
9.3K
$471K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.6K+ 3.66% |
$292K - $357K
|
215K
$10.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.05KNew |
$271K - $330K
|
7.05K
$356K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.8K+ 14.09% |
$261K - $319K
|
55K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.77K+ 16.4% |
$260K - $317K
|
48K
$2.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.74KNew |
$259K - $316K
|
6.74K
$341K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.4KNew |
$246K - $300K
|
6.4K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.73KNew |
$220K - $268K
|
5.73K
$290K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.71KNew |
$219K - $268K
|
5.71K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.25KNew |
$201K - $246K
|
5.25K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
5.13KNew |
$197K - $240K
|
5.13K
$259K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.12KNew |
$197K - $240K
|
5.12K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
5.06KNew |
$194K - $237K
|
5.06K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.89KNew |
$188K - $229K
|
4.89K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.15K+ 12.69% |
$121K - $148K
|
28K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.45K+ 4.48% |
$94.1K - $115K
|
57.1K
$2.89M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.45K+ 4.48% |
$94.1K - $115K
|
57.1K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.14K+ 3.47% |
$82.1K - $100K
|
63.8K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.12K+ 5.46% |
$81.5K - $99.5K
|
41K
$2.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.82K+ 15.95% |
$69.9K - $85.4K
|
13.2K
$669K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.43KNew |
$54.9K - $67.1K
|
1.43K
$72.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.28KNew |
$49.2K - $60.1K
|
1.28K
$64.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 6.85% |
$48.1K - $58.7K
|
19.5K
$988K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.21KNew |
$46.6K - $56.8K
|
1.21K
$61.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.17KNew |
$45K - $54.9K
|
1.17K
$59.2K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.17KNew |
$45K - $54.9K
|
1.17K
$59.2K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03K+ 7.88% |
$39.4K - $48.2K
|
14.1K
$711K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$38.4K - $46.9K
|
1K
$50.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
841+ 47.43% |
$32.3K - $39.4K
|
2.61K
$132K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
805+ 7.37% |
$30.9K - $37.7K
|
11.7K
$593K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
700New |
$26.9K - $32.8K
|
700
$35.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
620+ 6.1% |
$23.8K - $29.1K
|
10.8K
$545K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
564+ 4.83% |
$21.7K - $26.4K
|
12.2K
$619K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
342+ 2.27% |
$13.1K - $16K
|
15.4K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
285New |
$10.9K - $13.4K
|
285
$14.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
228+ 2.48% |
$8.76K - $10.7K
|
9.4K
$476K
|