Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q1 2024. 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 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
158KNew |
$6.98M - $7.5M
|
158K
$7.77M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
154K+ 15.13% |
$6.83M - $7.34M
|
1.17M
$57.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
61.6K+ 43.36% |
$2.73M - $2.93M
|
204K
$10M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.2K+ 92.33% |
$2M - $2.15M
|
94.2K
$4.64M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.9KNew |
$1.94M - $2.09M
|
43.9K
$2.17M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
41.8KNew |
$1.85M - $1.99M
|
41.8K
$2.06M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.2K+ 108.83% |
$1.83M - $1.96M
|
79.1K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.8K+ 20.4% |
$1.63M - $1.75M
|
217K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.3K+ 113.9% |
$1.61M - $1.73M
|
68.2K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.6KNew |
$1.44M - $1.55M
|
32.6K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19K+ 201.73% |
$841K - $903K
|
28.4K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.5K+ 37.54% |
$686K - $737K
|
56.8K
$2.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
15.1K+ 27.94% |
$668K - $718K
|
69.1K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14K+ 63.42% |
$618K - $664K
|
36K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 19.79% |
$561K - $603K
|
76.7K
$3.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12.4K+ 10.36% |
$549K - $590K
|
132K
$6.51M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 13.69% |
$517K - $556K
|
97K
$4.78M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.8K+ 12.35% |
$479K - $515K
|
98.5K
$4.86M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.59K+ 0.44% |
$425K - $456K
|
2.18M
$107M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
9.25KNew |
$410K - $440K
|
9.25K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.48KNew |
$331K - $356K
|
7.48K
$369K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.56KNew |
$290K - $312K
|
6.56K
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.03K+ 49.64% |
$267K - $287K
|
18.2K
$896K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.96K+ 26.11% |
$264K - $283K
|
28.8K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.68KNew |
$252K - $270K
|
5.68K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.05KNew |
$223K - $240K
|
5.05K
$249K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4.8KNew |
$212K - $228K
|
4.8K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.57K+ 4.72% |
$202K - $217K
|
101K
$5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.57K+ 4.72% |
$202K - $217K
|
101K
$5M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.54KNew |
$201K - $216K
|
4.54K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.44KNew |
$196K - $211K
|
4.44K
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.13K+ 4.14% |
$183K - $197K
|
104K
$5.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.66KNew |
$162K - $174K
|
3.66K
$181K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.22K+ 36.64% |
$143K - $153K
|
12K
$592K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.89K+ 49.31% |
$128K - $138K
|
8.76K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.78K+ 30.12% |
$123K - $132K
|
12K
$592K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.75KNew |
$122K - $131K
|
2.75K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.2K+ 70.96% |
$97.3K - $105K
|
5.29K
$261K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
2.01K+ 8.97% |
$88.8K - $95.4K
|
24.4K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.94K+ 8.87% |
$86.1K - $92.5K
|
23.9K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.85K+ 22.21% |
$82K - $88.1K
|
10.2K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72K+ 29.57% |
$76.3K - $82K
|
7.55K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.66KNew |
$73.4K - $78.9K
|
1.66K
$81.8K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.62K+ 34.1% |
$71.5K - $76.8K
|
6.35K
$313K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.58K+ 7.72% |
$70.1K - $75.3K
|
22.1K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4K+ 8.5% |
$62K - $66.6K
|
17.9K
$881K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.08K+ 2.69% |
$47.9K - $51.4K
|
41.3K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
932+ 2.84% |
$41.3K - $44.3K
|
33.7K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
816+ 14.05% |
$36.1K - $38.8K
|
6.62K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
805+ 55.59% |
$35.6K - $38.3K
|
2.25K
$111K
|