Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
439KNew |
$18.4M - $20.5M
|
439K
$21.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
136KNew |
$5.69M - $6.35M
|
136K
$6.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
85.5KNew |
$3.58M - $3.99M
|
85.5K
$4.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
66.4K+ 9.96% |
$2.78M - $3.1M
|
733K
$36.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
54.5KNew |
$2.28M - $2.54M
|
54.5K
$2.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
47.4KNew |
$1.98M - $2.21M
|
47.4K
$2.34M
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
43.7KNew |
$1.83M - $2.04M
|
43.7K
$2.15M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.1KNew |
$1.34M - $1.5M
|
32.1K
$1.58M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1KNew |
$841K - $938K
|
20.1K
$991K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.7K+ 6.4% |
$823K - $918K
|
327K
$16.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.9K+ 2.61% |
$792K - $884K
|
744K
$36.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.2KNew |
$721K - $804K
|
17.2K
$850K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.1K+ 610.32% |
$673K - $751K
|
18.7K
$923K
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
15KNew |
$627K - $699K
|
15K
$738K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.1KNew |
$506K - $564K
|
12.1K
$596K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 12.68% |
$486K - $543K
|
103K
$5.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.5K+ 186.59% |
$483K - $538K
|
17.7K
$874K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$477K - $533K
|
11.4K
$563K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.8KNew |
$450K - $502K
|
10.8K
$531K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7.36K+ 13.36% |
$308K - $343K
|
62.4K
$3.08M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.67K+ 63.47% |
$279K - $311K
|
17.2K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.52K+ 81.59% |
$273K - $304K
|
14.5K
$716K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.06K+ 2.0% |
$254K - $283K
|
309K
$15.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.8K+ 5.23% |
$243K - $271K
|
117K
$5.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.7K+ 2.47% |
$238K - $266K
|
236K
$11.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.05KNew |
$211K - $236K
|
5.05K
$249K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.77KNew |
$199K - $222K
|
4.77K
$235K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
4.77KNew |
$199K - $222K
|
4.77K
$235K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.64KNew |
$194K - $216K
|
4.64K
$229K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.47K+ 337.13% |
$187K - $208K
|
5.79K
$286K
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.43KNew |
$185K - $207K
|
4.43K
$218K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4.23K+ 22.76% |
$177K - $198K
|
22.8K
$1.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
3.83K+ 14.21% |
$160K - $179K
|
30.8K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.64K+ 1.26% |
$152K - $170K
|
291K
$14.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.46K+ 9.72% |
$145K - $162K
|
39.1K
$1.93M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.22K+ 726.41% |
$135K - $150K
|
3.66K
$181K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.05K+ 0.34% |
$128K - $142K
|
914K
$45.1M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.01K+ 4.04% |
$126K - $140K
|
77.5K
$3.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.81K+ 8.65% |
$117K - $131K
|
35.2K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.15K+ 28.07% |
$90K - $100K
|
9.81K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.11KNew |
$88.1K - $98.3K
|
2.11K
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 13.92% |
$78.5K - $87.6K
|
15.4K
$757K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.86K+ 2.05% |
$77.7K - $86.7K
|
92.4K
$4.56M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.53K+ 10.53% |
$64.1K - $71.5K
|
16.1K
$792K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.23K+ 7.08% |
$51.4K - $57.4K
|
18.6K
$917K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
799+ 3.65% |
$33.4K - $37.3K
|
22.7K
$1.12M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
589+ 195.03% |
$24.6K - $27.5K
|
891
$43.9K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
543+ 2.94% |
$22.7K - $25.3K
|
19K
$937K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
511+ 2.59% |
$21.4K - $23.8K
|
20.3K
$1M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
504+ 84.14% |
$21.1K - $23.5K
|
1.1K
$54.4K
|