Purchases and Sales Made in Q2 2022 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
921+ 1.31% |
$37.8K - $44.8K
|
71.2K
$3.49M
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
920+ 6.29% |
$37.8K - $44.7K
|
15.5K
$761K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
919+ 20.82% |
$37.8K - $44.7K
|
5.33K
$261K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
809New |
$33.2K - $39.3K
|
809
$39.6K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
737+ 0.43% |
$30.3K - $35.8K
|
171K
$8.37M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
706+ 4.39% |
$29K - $34.3K
|
16.8K
$821K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
650+ 2.82% |
$26.7K - $31.6K
|
23.7K
$1.16M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
583+ 128.13% |
$23.9K - $28.3K
|
1.04K
$50.8K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
555New |
$22.8K - $27K
|
555
$27.2K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
363+ 10.62% |
$14.9K - $17.6K
|
3.78K
$185K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
250New |
$10.3K - $12.2K
|
250
$12.2K
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
174+ 0.91% |
$7.15K - $8.46K
|
19.3K
$943K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
160New |
$6.57K - $7.78K
|
160
$7.83K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124New |
$5.09K - $6.03K
|
124
$6.07K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45+ 0.61% |
$1.85K - $2.19K
|
7.44K
$364K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25+ 5.62% |
$1.03K - $1.22K
|
470
$23K
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15+ 0.15% |
$616 - $729
|
9.69K
$475K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$246 - $292
|
6
$294
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.08% |
$41.1 - $48.6
|
1.22K
$59.5K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.61% |
$41.1 - $48.6
|
164
$8.03K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$41.1 - $48.6
|
7.45K
$365K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2- 0.66% |
$82.2 - $97.2
|
300
$14.7K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 9.23% |
$493 - $583
|
118
$5.78K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18Closed |
$739 - $875
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-50- 2.58% |
$2.05K - $2.43K
|
1.89K
$92.3K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-55Closed |
$2.26K - $2.67K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-64- 0.39% |
$2.63K - $3.11K
|
16.2K
$793K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-65- 14.77% |
$2.67K - $3.16K
|
375
$18.4K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-71Closed |
$2.92K - $3.45K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-91Closed |
$3.74K - $4.42K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-98- 6.83% |
$4.03K - $4.76K
|
1.34K
$65.5K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-102- 0.29% |
$4.19K - $4.96K
|
35.3K
$1.73M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 56.94% |
$5.05K - $5.98K
|
93
$4.55K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-125- 0.33% |
$5.14K - $6.08K
|
37.8K
$1.85M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-181- 4.92% |
$7.44K - $8.8K
|
3.5K
$171K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-182Closed |
$7.48K - $8.85K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-203- 26.47% |
$8.34K - $9.87K
|
564
$27.6K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-210- 2.72% |
$8.63K - $10.2K
|
7.52K
$368K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-235Closed |
$9.65K - $11.4K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-316- 61.24% |
$13K - $15.4K
|
200
$9.79K
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-410- 1.49% |
$16.8K - $19.9K
|
27K
$1.32M
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-459- 7.78% |
$18.9K - $22.3K
|
5.44K
$266K
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-522- 1.4% |
$21.4K - $25.4K
|
36.8K
$1.8M
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-619- 2.92% |
$25.4K - $30.1K
|
20.5K
$1.01M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-705- 0.5% |
$29K - $34.3K
|
141K
$6.92M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-809Closed |
$33.2K - $39.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-850Closed |
$34.9K - $41.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-870- 9.39% |
$35.7K - $42.3K
|
8.39K
$411K
|