Ifp Advisors, Inc Fidelity Covington Tr Small Mi Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	SELL	$31.89 - $34.7 $1.21 Million - $1.32 Million	-38,073 Reduced 98.24%	683 $22,000
Q2 2023 Aug 04, 2023	SELL	$31.01 - $33.44 $1.61 Million - $1.74 Million	-51,902 Reduced 57.25%	38,756 $1.3 Million
Q1 2023 Apr 18, 2023	BUY	$30.7 - $34.49 $2.77 Million - $3.11 Million	90,076 Added 15476.98%	90,658 $2.92 Million
Q4 2022 Feb 07, 2023	BUY	$29.46 - $33.21 $12,726 - $14,346	432 Added 288.0%	582 $15,000
Q3 2022 Nov 08, 2022	BUY	$28.65 - $34.0 $744 - $884	26 Added 20.97%	150 $4,000
Q2 2022 Sep 06, 2022	BUY	$28.86 - $34.52 $3,578 - $4,280	124 New	124 $3,000
Q2 2022 Aug 12, 2022	SELL	$28.86 - $34.52 $3,578 - $4,280	-124 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$32.63 - $36.29 $4,046 - $4,499	124 New	124 $4,000
Q3 2021 Oct 06, 2021	SELL	$32.48 - $34.98 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$32.83 - $34.48 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$28.42 - $33.37 $0 - $0	0 New	0 $0

Others Institutions Holding FSMD

# of Institutions

54

Shares Held

5.64M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

2.12M
Shares

$83.7 Million
5.7% of portfolio
Commonwealth Equity Services, LLC

1.18M
Shares

$46.6 Million
0.07% of portfolio
Kestra Advisory Services, LLC

414K
Shares

$16.4 Million
0.09% of portfolio
Envestnet Asset Management Inc

300K
Shares

$11.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

253K
Shares

$10 Million
0.01% of portfolio

About FIDELITY COVINGTON TR SMALL-MI

Ticker FSMD
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