Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
501KNew |
$21.6M - $22.8M
|
501K
$24.7M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
263KNew |
$11.3M - $12M
|
263K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
216KNew |
$9.28M - $9.82M
|
216K
$10.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
150K+ 25.37% |
$6.45M - $6.83M
|
741K
$36.5M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
142KNew |
$6.11M - $6.47M
|
142K
$7M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
132KNew |
$5.7M - $6.04M
|
132K
$6.53M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
75.5K+ 92.91% |
$3.25M - $3.44M
|
157K
$7.73M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.4K+ 22.72% |
$2.82M - $2.98M
|
353K
$17.4M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62.2KNew |
$2.68M - $2.83M
|
62.2K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60.4K+ 55.1% |
$2.6M - $2.75M
|
170K
$8.38M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50.6K+ 5.91% |
$2.18M - $2.3M
|
907K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
46.5K+ 342.73% |
$2M - $2.12M
|
60.1K
$2.96M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.7K+ 29.99% |
$1.75M - $1.86M
|
177K
$8.71M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.7K+ 29.99% |
$1.75M - $1.86M
|
177K
$8.71M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
38.3KNew |
$1.65M - $1.75M
|
38.3K
$1.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
37KNew |
$1.59M - $1.69M
|
37K
$1.82M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33.1KNew |
$1.43M - $1.51M
|
33.1K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.2K+ 338.81% |
$1.26M - $1.33M
|
37.8K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.6K+ 193.78% |
$1.23M - $1.3M
|
43.3K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.1K+ 218.42% |
$949K - $1.01M
|
32.2K
$1.59M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.1K+ 125.13% |
$949K - $1.01M
|
39.7K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
20.6KNew |
$886K - $938K
|
20.6K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9K+ 12.24% |
$770K - $815K
|
164K
$8.09M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
17.6KNew |
$758K - $802K
|
17.6K
$868K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
17.2KNew |
$741K - $784K
|
17.2K
$849K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$578K - $612K
|
13.4K
$662K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.3KNew |
$573K - $607K
|
13.3K
$657K
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
12.9KNew |
$554K - $586K
|
12.9K
$635K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.7KNew |
$502K - $532K
|
11.7K
$576K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 27.96% |
$496K - $525K
|
52.7K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5K+ 1.98% |
$450K - $477K
|
540K
$26.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.86K+ 5.21% |
$424K - $449K
|
199K
$9.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.71K+ 16.37% |
$418K - $443K
|
69.1K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.44KNew |
$406K - $430K
|
9.44K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.29K+ 86.87% |
$400K - $423K
|
20K
$985K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.85K+ 178.66% |
$381K - $403K
|
13.8K
$681K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.84KNew |
$380K - $403K
|
8.84K
$436K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.94KNew |
$342K - $362K
|
7.94K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.5KNew |
$323K - $342K
|
7.5K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.4KNew |
$318K - $337K
|
7.4K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.75K+ 5.67% |
$290K - $308K
|
126K
$6.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6.09KNew |
$262K - $277K
|
6.09K
$300K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.87KNew |
$252K - $267K
|
5.87K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.52KNew |
$237K - $251K
|
5.52K
$272K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
5.07KNew |
$218K - $231K
|
5.07K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.44K+ 0.59% |
$191K - $202K
|
757K
$37.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
4.31K+ 1.66% |
$185K - $196K
|
264K
$13M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.1K+ 4.93% |
$176K - $187K
|
87.2K
$4.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.28K+ 3.88% |
$141K - $150K
|
87.9K
$4.33M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.71K+ 11.97% |
$116K - $123K
|
25.3K
$1.25M
|