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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-400- 2.99% |
$17.2K - $18.2K
|
13K
$639K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-555- 8.85% |
$23.9K - $25.3K
|
5.71K
$282K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-654- 2.02% |
$28.1K - $29.8K
|
31.7K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-655- 2.56% |
$28.2K - $29.8K
|
24.9K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-746- 5.12% |
$32.1K - $34K
|
13.8K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-843- 7.31% |
$36.3K - $38.4K
|
10.7K
$527K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-900- 4.87% |
$38.7K - $41K
|
17.6K
$868K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.08K- 5.32% |
$46.6K - $49.3K
|
19.3K
$949K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.09K- 4.73% |
$47K - $49.8K
|
22K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.19K- 1.92% |
$51K - $54K
|
60.5K
$2.98M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.27K- 6.2% |
$54.7K - $58K
|
19.3K
$949K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.28K- 5.98% |
$55.2K - $58.4K
|
20.1K
$993K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 12.86% |
$64.8K - $68.6K
|
10.2K
$503K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.68K- 60.55% |
$72.4K - $76.6K
|
1.1K
$54K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.94K- 24.64% |
$83.6K - $88.5K
|
5.94K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.34K- 2.06% |
$101K - $107K
|
111K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.43K- 15.9% |
$104K - $110K
|
12.8K
$633K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.28K- 3.74% |
$141K - $150K
|
84.6K
$4.17M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.29K- 8.66% |
$142K - $150K
|
34.7K
$1.71M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.6K- 17.74% |
$155K - $164K
|
16.7K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.85K- 9.23% |
$165K - $175K
|
37.8K
$1.86M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.56K- 9.59% |
$196K - $208K
|
43K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.92K- 23.04% |
$212K - $224K
|
16.4K
$811K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.79K- 18.12% |
$249K - $264K
|
26.2K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.38K- 40.04% |
$360K - $382K
|
12.5K
$619K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11.1K- 15.56% |
$477K - $505K
|
60.2K
$2.97M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.2K- 68.59% |
$653K - $691K
|
6.95K
$343K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.6K- 48.75% |
$671K - $711K
|
16.4K
$809K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.3K- 15.61% |
$699K - $740K
|
87.9K
$4.33M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-17.6K- 25.11% |
$758K - $802K
|
52.5K
$2.59M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-21.2K- 15.96% |
$912K - $965K
|
112K
$5.5M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-21.9K- 24.98% |
$944K - $999K
|
65.9K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.9K- 2.74% |
$985K - $1.04M
|
811K
$40M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-39.1K- 43.95% |
$1.68M - $1.78M
|
49.9K
$2.46M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-50.4K- 89.83% |
$2.17M - $2.3M
|
5.71K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.7K- 11.53% |
$2.35M - $2.49M
|
419K
$20.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-65.2K- 41.5% |
$2.81M - $2.97M
|
92K
$4.53M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-83.1K- 53.8% |
$3.58M - $3.79M
|
71.4K
$3.52M
|