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 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.67K+ 8.47% |
$66.9K - $77.7K
|
21.4K
$1.05M
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.44K+ 1.76% |
$57.5K - $66.8K
|
83.1K
$4.1M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
1.37K+ 3.74% |
$55K - $64K
|
38.1K
$1.88M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.33KNew |
$53.3K - $62K
|
1.33K
$65.6K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.31KNew |
$52.6K - $61.2K
|
1.31K
$64.8K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.24K+ 0.17% |
$49.7K - $57.7K
|
753K
$37.1M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.18K+ 5.93% |
$47.1K - $54.7K
|
21K
$1.03M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.05K+ 20.1% |
$42K - $48.9K
|
6.27K
$309K
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
941+ 25.26% |
$37.7K - $43.8K
|
4.67K
$230K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
925+ 3.83% |
$37.1K - $43.1K
|
25.1K
$1.24M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
743+ 58.83% |
$29.8K - $34.6K
|
2.01K
$98.9K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
700New |
$28K - $32.6K
|
700
$34.5K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
665+ 1.13% |
$26.6K - $31K
|
59.3K
$2.93M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
613+ 0.56% |
$24.6K - $28.5K
|
110K
$5.41M
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
556+ 1.95% |
$22.3K - $25.9K
|
29.1K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
533+ 1.42% |
$21.4K - $24.8K
|
38K
$1.87M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
468+ 103.77% |
$18.7K - $21.8K
|
919
$45.3K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
337+ 5.47% |
$13.5K - $15.7K
|
6.5K
$320K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
328+ 4.4% |
$13.1K - $15.3K
|
7.78K
$384K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
315New |
$12.6K - $14.7K
|
315
$15.5K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
215New |
$8.61K - $10K
|
215
$10.6K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
213+ 0.3% |
$8.53K - $9.92K
|
70.1K
$3.46M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
206New |
$8.25K - $9.59K
|
206
$10.2K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
150+ 60.0% |
$6.01K - $6.99K
|
400
$19.7K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
115+ 97.46% |
$4.61K - $5.36K
|
233
$11.5K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
109+ 726.67% |
$4.37K - $5.08K
|
124
$6.11K
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
95+ 0.47% |
$3.81K - $4.42K
|
20.5K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
59New |
$2.36K - $2.75K
|
59
$2.91K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55New |
$2.2K - $2.56K
|
55
$2.71K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27+ 0.59% |
$1.08K - $1.26K
|
4.62K
$228K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15New |
$601 - $699
|
15
$740
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.61% |
$40.1 - $46.6
|
166
$8.19K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.08% |
$40.1 - $46.6
|
1.22K
$60.1K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2- 0.01% |
$80.1 - $93.1
|
16.7K
$825K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-29- 0.37% |
$1.16K - $1.35K
|
7.88K
$389K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 6.62% |
$1.6K - $1.86K
|
564
$27.8K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-48- 2.72% |
$1.92K - $2.24K
|
1.71K
$84.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-49- 0.42% |
$1.96K - $2.28K
|
11.5K
$569K
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-76- 0.23% |
$3.04K - $3.54K
|
32.4K
$1.6M
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-83- 0.41% |
$3.32K - $3.87K
|
20.3K
$1M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-112- 51.85% |
$4.49K - $5.22K
|
104
$5.13K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-129- 3.41% |
$5.17K - $6.01K
|
3.65K
$180K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-215- 1.82% |
$8.61K - $10K
|
11.6K
$573K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-247- 9.87% |
$9.89K - $11.5K
|
2.26K
$111K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-250- 22.6% |
$10K - $11.6K
|
856
$42.2K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-286- 5.96% |
$11.5K - $13.3K
|
4.51K
$222K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-312- 10.47% |
$12.5K - $14.5K
|
2.67K
$132K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-350- 2.26% |
$14K - $16.3K
|
15.1K
$746K
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-460- 1.95% |
$18.4K - $21.4K
|
23.1K
$1.14M
|