Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Con (FDIS)

FDIS Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
156K
New
$8.8M - $10.7M
156K $15.3M
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
98K
New
$5.52M - $6.73M
98K $9.62M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
77.2K
New
$4.35M - $5.3M
77.2K $7.58M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
42K
+ 4.31%
$2.37M - $2.89M
1.02M $99.9M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
36.6K
+ 119.15%
$2.06M - $2.51M
67.3K $6.61M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
31.8K
New
$1.79M - $2.18M
31.8K $3.12M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
29.3K
New
$1.65M - $2.02M
29.3K $2.88M
May 03, 2023 Q1 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
29K
+ 458.31%
$1.64M - $1.99M
35.4K $3.47M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
27.2K
+ 41838.46%
$1.53M - $1.87M
27.3K $2.68M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
25.5K
+ 4.09%
$1.44M - $1.75M
649K $63.8M
Dec 12, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
19K
+ 16.3%
$1.07M - $1.31M
136K $13.3M
May 15, 2023 Q1 2023
Caxton Associates LP

New York, NY
BUY
 -
15.5K
New
$872K - $1.06M
15.5K $1.52M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
12.6K
New
$713K - $869K
12.6K $1.24M
May 03, 2023 Q1 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
11.3K
+ 64.36%
$635K - $774K
28.8K $2.83M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
8.72K
+ 23.04%
$492K - $599K
46.5K $4.57M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
8.28K
+ 46.35%
$467K - $569K
26.1K $2.57M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
8.2K
+ 12.29%
$462K - $563K
74.9K $7.36M
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
7.81K
New
$440K - $536K
7.81K $767K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
7.8K
+ 16.35%
$440K - $536K
55.5K $5.45M
May 15, 2023 Q1 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
7.63K
+ 19.05%
$430K - $524K
47.7K $4.68M
May 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
5.07K
New
$286K - $348K
5.07K $498K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
4.72K
+ 26.82%
$266K - $325K
22.3K $2.19M
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
4.33K
+ 5.49%
$244K - $297K
83.1K $8.17M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.17K
+ 41.06%
$235K - $287K
14.3K $1.41M
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.74K
New
$211K - $257K
3.74K $367K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
3.54K
+ 6.55%
$199K - $243K
57.5K $5.65M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.43K
+ 5.36%
$193K - $235K
67.3K $6.61M
May 11, 2023 Q1 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
3.35K
New
$189K - $230K
3.35K $329K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.91K
+ 3.77%
$164K - $200K
80K $7.86M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.56K
+ 10.31%
$145K - $176K
27.4K $2.7M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.94K
New
$109K - $133K
1.94K $190K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
1.27K
+ 2.94%
$71.6K - $87.2K
44.5K $4.37M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
966
New
$54.5K - $66.4K
966 $94.9K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
951
+ 4.65%
$53.6K - $65.3K
21.4K $2.1M
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

BUY
 -
921
+ 10.64%
$51.9K - $63.3K
9.58K $941K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
759
+ 3.58%
$42.8K - $52.2K
21.9K $2.15M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
759
+ 3.58%
$42.8K - $52.2K
21.9K $2.15M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
709
+ 14.0%
$40K - $48.7K
5.78K $567K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
681
New
$38.4K - $46.8K
681 $66.9K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
650
+ 3.67%
$36.7K - $44.7K
18.4K $1.8M
May 12, 2023 Q1 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
619
+ 15.65%
$34.9K - $42.5K
4.58K $449K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
608
+ 5.63%
$34.3K - $41.8K
11.4K $1.12M
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
596
+ 5.15%
$33.6K - $41K
12.2K $1.19M
Apr 28, 2023 Q1 2023
Penobscot Wealth Management

BUY
 -
444
+ 1.86%
$25K - $30.5K
24.4K $2.39M
May 15, 2023 Q1 2023
Belvedere Trading LLC

BUY
 -
394
New
$22.2K - $27.1K
394 $38.7K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
356
+ 5.88%
$20.1K - $24.5K
6.41K $630K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
328
+ 6.98%
$18.5K - $22.5K
5.03K $494K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
293
+ 4.54%
$16.5K - $20.1K
6.75K $663K
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
251
+ 5.22%
$14.2K - $17.2K
5.06K $497K

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