Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
BUY
|
- |
260KNew |
$10.4M - $12.1M
|
260K
$12.8M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
128K+ 637995.0% |
$5.11M - $5.94M
|
128K
$6.29M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
116K+ 67.81% |
$4.66M - $5.42M
|
288K
$14.2M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.4K+ 16.85% |
$2.74M - $3.18M
|
474K
$23.4M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
56.1KNew |
$2.25M - $2.61M
|
56.1K
$2.77M
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
54.4K+ 10.15% |
$2.18M - $2.54M
|
591K
$29.1M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.8K+ 5.27% |
$1.67M - $1.95M
|
834K
$41.1M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.3K+ 84.92% |
$1.49M - $1.74M
|
81.2K
$4M
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
35K+ 83.2% |
$1.4M - $1.63M
|
77.1K
$3.8M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
23.6K+ 43.54% |
$946K - $1.1M
|
77.8K
$3.84M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 29.37% |
$941K - $1.09M
|
103K
$5.1M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
16.9K+ 326.79% |
$678K - $789K
|
22.1K
$1.09M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16.4K+ 11.46% |
$658K - $765K
|
160K
$7.88M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.7KNew |
$591K - $687K
|
14.7K
$727K
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
11.2K+ 74.62% |
$448K - $520K
|
26.2K
$1.29M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11K+ 106.09% |
$442K - $514K
|
21.4K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 8.43% |
$413K - $481K
|
133K
$6.55M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.71K+ 8.89% |
$389K - $452K
|
119K
$5.87M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.51K+ 3.94% |
$381K - $443K
|
251K
$12.4M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.61KNew |
$345K - $401K
|
8.61K
$425K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.03K+ 5.38% |
$322K - $374K
|
157K
$7.75M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.8K+ 1.49% |
$312K - $363K
|
530K
$26.1M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.41K+ 54.88% |
$297K - $345K
|
20.9K
$1.03M
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.13K+ 45.97% |
$285K - $332K
|
22.6K
$1.12M
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.09K+ 26.69% |
$284K - $330K
|
33.7K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.96K+ 27.79% |
$279K - $324K
|
32K
$1.58M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.82K+ 3.73% |
$273K - $317K
|
189K
$9.34M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.62K+ 18.95% |
$265K - $308K
|
41.5K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.33K+ 8.09% |
$253K - $295K
|
84.6K
$4.17M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.21KNew |
$249K - $289K
|
6.21K
$306K
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.95KNew |
$238K - $277K
|
5.95K
$293K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.85K+ 7.13% |
$234K - $272K
|
87.8K
$4.33M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.66K+ 21.54% |
$227K - $264K
|
31.9K
$1.58M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.54K+ 38.73% |
$222K - $258K
|
19.9K
$979K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.27K+ 4.04% |
$211K - $246K
|
136K
$6.7M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.27K+ 4.04% |
$211K - $246K
|
136K
$6.7M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.26KNew |
$211K - $245K
|
5.26K
$259K
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
5.16KNew |
$207K - $240K
|
5.16K
$254K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.95KNew |
$198K - $231K
|
4.95K
$244K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.67KNew |
$187K - $217K
|
4.67K
$230K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.24K+ 2.99% |
$170K - $197K
|
146K
$7.2M
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.81K+ 5.65% |
$153K - $177K
|
71.3K
$3.51M
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.78KNew |
$111K - $129K
|
2.78K
$137K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.33KNew |
$93.1K - $108K
|
2.33K
$115K
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.15K+ 38.07% |
$86K - $100K
|
7.79K
$384K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1K+ 1.89% |
$84.3K - $98K
|
113K
$5.59M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.93KNew |
$77.2K - $89.7K
|
1.93K
$95K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.82K+ 3.97% |
$72.8K - $84.6K
|
47.6K
$2.34M
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.78KNew |
$71.3K - $82.9K
|
1.78K
$87.8K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.71K+ 4.81% |
$68.3K - $79.4K
|
37.2K
$1.83M
|