Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q2 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI COM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.93M+ 129.3% |
$68.3M - $78M
|
3.42M
$195M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
281KNew |
$9.97M - $11.4M
|
281K
$16.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
278K+ 1221.45% |
$9.85M - $11.3M
|
301K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
183KNew |
$6.48M - $7.41M
|
183K
$10.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
178K+ 262.24% |
$6.3M - $7.2M
|
246K
$14M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
157K+ 253.34% |
$5.56M - $6.35M
|
219K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
138K+ 10.88% |
$4.87M - $5.57M
|
1.4M
$80.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
137K+ 139.45% |
$4.86M - $5.55M
|
236K
$13.5M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
89K+ 11615.67% |
$3.15M - $3.6M
|
89.7K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.8K+ 197.54% |
$3M - $3.43M
|
128K
$7.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
64.3K+ 332.21% |
$2.28M - $2.6M
|
83.6K
$4.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
51.2KNew |
$1.81M - $2.07M
|
51.2K
$2.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
50.7KNew |
$1.8M - $2.05M
|
50.7K
$2.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
31.3K+ 422.95% |
$1.11M - $1.27M
|
38.7K
$2.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
24.8K+ 190.47% |
$877K - $1M
|
37.8K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.7K+ 191.25% |
$805K - $920K
|
34.6K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
22.2K+ 23.07% |
$785K - $897K
|
118K
$6.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
22K+ 31.77% |
$780K - $891K
|
91.3K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8KNew |
$700K - $800K
|
19.8K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4K+ 82.94% |
$579K - $662K
|
36.1K
$2.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 6.88% |
$573K - $654K
|
251K
$14.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 30.02% |
$459K - $525K
|
56.2K
$3.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.5KNew |
$373K - $426K
|
10.5K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.37KNew |
$332K - $379K
|
9.37K
$535K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.86K+ 16.58% |
$314K - $359K
|
62.3K
$3.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.07K+ 7.56% |
$250K - $286K
|
101K
$5.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.07KNew |
$250K - $286K
|
7.07K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.6KNew |
$234K - $267K
|
6.6K
$377K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
6.5KNew |
$230K - $263K
|
6.5K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.45KNew |
$228K - $261K
|
6.45K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.74K+ 1.69% |
$203K - $232K
|
346K
$19.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.55K+ 15.45% |
$126K - $143K
|
26.5K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.36K+ 7.04% |
$119K - $136K
|
51.1K
$2.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.45K+ 13.47% |
$86.7K - $99.1K
|
20.6K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.94K+ 11.24% |
$68.5K - $78.3K
|
19.2K
$1.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.8K+ 4.08% |
$63.6K - $72.7K
|
45.8K
$2.62M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
1.36K+ 8.09% |
$48.3K - $55.2K
|
18.2K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
1.36K+ 8.09% |
$48.3K - $55.2K
|
18.2K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.01K+ 13.26% |
$35.8K - $40.9K
|
8.63K
$493K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
928+ 2.05% |
$32.9K - $37.6K
|
46.2K
$2.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
906+ 2.36% |
$32.1K - $36.7K
|
39.3K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
872+ 2.04% |
$30.9K - $35.3K
|
43.5K
$2.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
843+ 221.84% |
$29.9K - $34.1K
|
1.22K
$69.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
721+ 6.0% |
$25.5K - $29.2K
|
12.7K
$727K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
679+ 0.3% |
$24.1K - $27.5K
|
229K
$13.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
597+ 5.76% |
$21.1K - $24.2K
|
11K
$626K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
501New |
$17.7K - $20.3K
|
501
$28.6K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
422+ 3.08% |
$14.9K - $17.1K
|
14.1K
$805K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
400New |
$14.2K - $16.2K
|
400
$22.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
306+ 3.6% |
$10.8K - $12.4K
|
8.8K
$503K
|