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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.2% |
$164 - $186
|
1.49K
$95.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8- 0.03% |
$437 - $496
|
25.2K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8- 0.04% |
$437 - $496
|
18.9K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-12- 0.02% |
$656 - $744
|
54.3K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69- 1.65% |
$3.77K - $4.28K
|
4.1K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-85- 34.69% |
$4.65K - $5.27K
|
160
$10.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-87- 1.39% |
$4.75K - $5.39K
|
6.18K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-87- 0.73% |
$4.75K - $5.39K
|
11.9K
$760K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-92- 13.47% |
$5.03K - $5.7K
|
591
$37.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-100- 1.53% |
$5.47K - $6.2K
|
6.44K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-171- 2.82% |
$9.35K - $10.6K
|
5.89K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-180- 3.09% |
$9.84K - $11.2K
|
5.65K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-204- 22.59% |
$11.1K - $12.6K
|
699
$44.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-279- 47.77% |
$15.2K - $17.3K
|
305
$19.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-383- 1.56% |
$20.9K - $23.7K
|
24.2K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-409- 64.61% |
$22.4K - $25.3K
|
224
$14.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-448- 1.97% |
$24.5K - $27.8K
|
22.3K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-506- 9.72% |
$27.7K - $31.4K
|
4.7K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-568- 1.81% |
$31K - $35.2K
|
30.8K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-600- 2.62% |
$32.8K - $37.2K
|
22.3K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-600- 3.59% |
$32.8K - $37.2K
|
16.1K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-601- 85.73% |
$32.8K - $37.2K
|
100
$6.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-610- 14.9% |
$33.3K - $37.8K
|
3.48K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-641- 0.38% |
$35K - $39.7K
|
166K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.04K- 2.97% |
$57K - $64.6K
|
34.1K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.11K- 10.98% |
$60.4K - $68.5K
|
8.97K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.44K- 3.0% |
$78.5K - $89K
|
46.4K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.55K- 9.02% |
$84.9K - $96.3K
|
15.7K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.14K- 7.6% |
$117K - $132K
|
25.9K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.3K- 3.81% |
$126K - $143K
|
58K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.64K- 17.97% |
$144K - $163K
|
12K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.67K- 2.28% |
$146K - $165K
|
114K
$7.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.69K- 4.71% |
$147K - $166K
|
54.3K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.92K- 25.68% |
$214K - $243K
|
11.4K
$728K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.57K- 11.36% |
$250K - $283K
|
35.7K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.23K- 40.66% |
$286K - $324K
|
7.63K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.17K- 3.15% |
$446K - $506K
|
251K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.5K- 11.96% |
$685K - $777K
|
92.2K
$5.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.7K- 31.93% |
$913K - $1.03M
|
35.6K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.3K- 7.98% |
$1.33M - $1.51M
|
280K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.4K- 24.84% |
$2.04M - $2.32M
|
113K
$7.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-38.1K- 85.26% |
$2.08M - $2.36M
|
6.59K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-45.2K- 85.88% |
$2.47M - $2.8M
|
7.44K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-109K- 2.31% |
$5.97M - $6.76M
|
4.61M
$296M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-115K- 17.03% |
$6.27M - $7.11M
|
559K
$35.9M
|