Dfpg Investments, LLC Fidelity Covington Tr Msci Ind Transaction History

Dfpg Investments, LLC

$1.29 Billion
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 14, 2021	SELL	$45.59 - $52.2 $257,583 - $294,930	-5,650 Closed	0 $0
Q4 2020 Jan 19, 2021	SELL	$39.16 - $47.08 $97,234 - $116,899	-2,483 Reduced 30.53%	5,650 $272,000
Q3 2020 Oct 13, 2020	SELL	$35.03 - $41.67 $21,298 - $25,335	-608 Reduced 6.96%	8,133 $342,000
Q2 2020 Jul 13, 2020	BUY	$28.82 - $39.59 $5,850 - $8,036	203 Added 2.38%	8,741 $312,000
Q1 2020 Apr 17, 2020	SELL	$25.14 - $43.87 $1,081 - $1,886	-43 Reduced 0.5%	8,538 $268,000
Q4 2019 Feb 04, 2020	BUY	$38.02 - $42.4 $26,005 - $29,001	684 Added 8.66%	8,581 $370,000
Q3 2019 Oct 15, 2019	BUY	$37.42 - $40.69 $295,505 - $321,328	7,897 New	7,897 $300,000

Others Institutions Holding FIDU

# of Institutions

171

Shares Held

6.72M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$105 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$52.6 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$48.3 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$26 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$18.2 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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