Cox Capital Mgt LLC Fidelity Covington Tr Msci Con Transaction History

Cox Capital Mgt LLC

$132 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 01, 2020	SELL	$31.69 - $36.33 $3,295 - $3,778	-104 Closed	0 $0
Q1 2020 Apr 01, 2020	BUY	$28.75 - $38.7 $2,990 - $4,024	104 New	104 $4,000

Others Institutions Holding FSTA

# of Institutions

203

Shares Held

14.5M

Call Options Held

0

Put Options Held

0

Demars Financial Group, LLC

4.4M
Shares

$227 Million
2.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.26M
Shares

$116 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.15M
Shares

$59.5 Million
0.26% of portfolio
Commonwealth Equity Services, LLC

435K
Shares

$22.5 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

431K
Shares

$22.2 Million
0.11% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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