Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
220KNew |
$12M - $13.6M
|
220K
$14.1M
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
194KNew |
$10.6M - $12M
|
194K
$12.4M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
179KNew |
$9.78M - $11.1M
|
179K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
179KNew |
$9.77M - $11.1M
|
179K
$11.5M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.5K+ 38.42% |
$4.4M - $4.99M
|
290K
$18.6M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.4KNew |
$2.7M - $3.06M
|
49.4K
$3.17M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.6K+ 2.01% |
$1.84M - $2.08M
|
1.71M
$110M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
31.2KNew |
$1.7M - $1.93M
|
31.2K
$2M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.9K+ 24.09% |
$1.36M - $1.54M
|
128K
$8.21M
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
21.2KNew |
$1.16M - $1.32M
|
21.2K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 37.51% |
$916K - $1.04M
|
61.4K
$3.94M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.9K+ 10.36% |
$867K - $983K
|
169K
$10.8M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.6K+ 14.99% |
$801K - $908K
|
112K
$7.2M
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
12.1K+ 109.73% |
$659K - $747K
|
23K
$1.48M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11K+ 65.83% |
$599K - $679K
|
27.6K
$1.77M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.76K+ 16.83% |
$533K - $605K
|
67.7K
$4.34M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.11KNew |
$443K - $502K
|
8.11K
$520K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.81K+ 16.15% |
$372K - $422K
|
49K
$3.14M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.81K+ 24.38% |
$372K - $422K
|
34.7K
$2.23M
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6.78K+ 11.28% |
$370K - $420K
|
66.9K
$4.29M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.77KNew |
$370K - $420K
|
6.77K
$434K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.64KNew |
$363K - $412K
|
6.64K
$426K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.55K+ 5.98% |
$358K - $406K
|
116K
$7.44M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.24KNew |
$341K - $387K
|
6.24K
$400K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
5.98K+ 115.14% |
$327K - $371K
|
11.2K
$717K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.45KNew |
$298K - $337K
|
5.45K
$349K
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.3K+ 5.83% |
$290K - $329K
|
96.3K
$6.18M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.27KNew |
$288K - $327K
|
5.27K
$338K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.08K+ 0.46% |
$278K - $315K
|
1.1M
$70.8M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.95KNew |
$271K - $307K
|
4.95K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.91K+ 1824.54% |
$268K - $304K
|
5.18K
$332K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.61KNew |
$252K - $285K
|
4.61K
$295K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.54KNew |
$248K - $281K
|
4.54K
$291K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.45KNew |
$243K - $275K
|
4.45K
$285K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.42KNew |
$241K - $274K
|
4.42K
$283K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.33KNew |
$236K - $268K
|
4.33K
$277K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.32K+ 6.49% |
$236K - $268K
|
70.9K
$4.54M
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.31KNew |
$236K - $267K
|
4.31K
$276K
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.23KNew |
$231K - $262K
|
4.23K
$271K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.15KNew |
$227K - $257K
|
4.15K
$266K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.05KNew |
$221K - $251K
|
4.05K
$260K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.96K+ 14.78% |
$216K - $245K
|
30.8K
$1.97M
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.74KNew |
$204K - $232K
|
3.74K
$240K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.66KNew |
$200K - $227K
|
3.66K
$235K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.59KNew |
$196K - $222K
|
3.59K
$230K
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.5KNew |
$191K - $217K
|
3.5K
$225K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.43KNew |
$188K - $213K
|
3.43K
$220K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.12K+ 29.44% |
$171K - $193K
|
13.7K
$880K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.7K+ 4.37% |
$148K - $167K
|
64.5K
$4.14M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.68K+ 3.16% |
$147K - $166K
|
87.6K
$5.61M
|