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 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.56K+ 6.88% |
$110K - $117K
|
39.7K
$1.95M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.2K+ 2.83% |
$94.8K - $100K
|
80K
$3.92M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.11K+ 89.69% |
$91K - $96.3K
|
4.47K
$219K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 16.21% |
$81.1K - $85.8K
|
13.5K
$661K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.5KNew |
$64.7K - $68.5K
|
1.5K
$73.6K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.35K+ 59.96% |
$58.2K - $61.6K
|
3.61K
$177K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.23K+ 2.96% |
$52.9K - $56K
|
42.8K
$2.09M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.22K+ 612.0% |
$52.7K - $55.8K
|
1.42K
$69.7K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 1.04% |
$46.3K - $49.1K
|
105K
$5.12M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.07K+ 4.25% |
$45.9K - $48.6K
|
26.2K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.04K+ 36.2% |
$44.6K - $47.2K
|
3.9K
$191K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
897+ 11.53% |
$38.6K - $40.9K
|
8.68K
$425K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
821+ 18.2% |
$35.3K - $37.4K
|
5.33K
$261K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
620+ 30.91% |
$26.7K - $28.2K
|
2.63K
$129K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
593+ 2.87% |
$25.5K - $27K
|
21.3K
$1.04M
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
450+ 25.28% |
$19.4K - $20.5K
|
2.23K
$109K
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
432+ 0.34% |
$18.6K - $19.7K
|
127K
$6.24M
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
400New |
$17.2K - $18.2K
|
400
$19.6K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
249+ 1.25% |
$10.7K - $11.3K
|
20.1K
$984K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
183New |
$7.87K - $8.34K
|
183
$8.96K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
143New |
$6.15K - $6.52K
|
143
$7K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
111New |
$4.78K - $5.06K
|
111
$5.43K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
102+ 0.49% |
$4.39K - $4.65K
|
21.1K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
86+ 573.33% |
$3.7K - $3.92K
|
101
$4.94K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60New |
$2.58K - $2.73K
|
60
$2.94K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$1.94K - $2.05K
|
45
$2.2K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44New |
$1.89K - $2K
|
44
$2.15K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28+ 0.6% |
$1.2K - $1.28K
|
4.69K
$230K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
22New |
$947 - $1K
|
22
$1.08K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 0.57% |
$904 - $957
|
3.67K
$180K
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12+ 0.14% |
$516 - $547
|
8.37K
$410K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5+ 0.1% |
$215 - $228
|
5.26K
$258K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2New |
$86.1 - $91.1
|
2
$97.9
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$86.1 - $91.1
|
5.95K
$291K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.93% |
$86.1 - $91.1
|
217
$10.6K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.6% |
$43 - $45.6
|
167
$8.18K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-40- 0.26% |
$1.72K - $1.82K
|
15.1K
$739K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 1.72% |
$1.98K - $2.1K
|
2.62K
$128K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-74- 0.47% |
$3.18K - $3.37K
|
15.6K
$763K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-90- 1.16% |
$3.87K - $4.1K
|
7.7K
$377K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-125- 13.6% |
$5.38K - $5.7K
|
794
$38.9K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-134- 0.86% |
$5.77K - $6.11K
|
15.5K
$761K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-165- 13.55% |
$7.1K - $7.52K
|
1.05K
$51.6K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-169- 9.86% |
$7.27K - $7.7K
|
1.55K
$75.6K
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-205- 0.78% |
$8.82K - $9.34K
|
25.9K
$1.27M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-207- 3.19% |
$8.91K - $9.43K
|
6.29K
$308K
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-296- 5.74% |
$12.7K - $13.5K
|
4.86K
$238K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-325- 7.04% |
$14K - $14.8K
|
4.29K
$210K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-377- 0.3% |
$16.2K - $17.2K
|
127K
$6.23M
|