Purchases and Sales Made in Q2 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 Q2 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
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
770
+ 1.73%
$48.6K - $56.5K
45.2K $4.44M
Aug 03, 2023 Q2 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
758
+ 14.96%
$47.8K - $55.6K
5.83K $572K
Aug 10, 2023 Q2 2023
Belmont Capital, LLC

BUY
 -
657
New
$41.5K - $48.2K
657 $64.5K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
648
+ 3.53%
$40.9K - $47.5K
19K $1.87M
Aug 18, 2023 Q2 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
598
+ 1.25%
$37.7K - $43.8K
48.3K $4.74M
Jul 11, 2023 Q2 2023
Monumental Financial Group Inc.

BUY
 -
575
+ 0.69%
$36.3K - $42.2K
83.7K $8.22M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
510
+ 7.93%
$32.2K - $37.4K
6.95K $682K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
462
New
$29.1K - $33.9K
462 $45.4K
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
358
New
$22.6K - $26.2K
358 $35.2K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
293
+ 7.84%
$18.5K - $21.5K
4.03K $396K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
250
New
$15.8K - $18.3K
250 $24.6K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
241
+ 2.11%
$15.2K - $17.7K
11.6K $1.14M
Aug 14, 2023 Q2 2023
Investors Research Corp

BUY
 -
197
+ 2.92%
$12.4K - $14.4K
6.95K $682K
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
172
New
$10.9K - $12.6K
172 $16.9K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
153
+ 2.56%
$9.65K - $11.2K
6.12K $601K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
146
+ 365.0%
$9.21K - $10.7K
186 $18.3K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
144
+ 26.97%
$9.08K - $10.6K
678 $66.6K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
79
+ 9.62%
$4.98K - $5.79K
900 $88.4K
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
73
+ 0.3%
$4.61K - $5.35K
24.4K $2.4M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
52
New
$3.28K - $3.81K
52 $5.11K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
50
+ 0.59%
$3.15K - $3.67K
8.48K $833K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
30
New
$1.89K - $2.2K
30 $2.95K
Aug 09, 2023 Q2 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
28
+ 0.06%
$1.77K - $2.05K
50.3K $4.95M
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
26
New
$1.64K - $1.91K
26 $2.55K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
26
New
$1.64K - $1.91K
26 $2.55K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
20
New
$1.26K - $1.47K
20 $1.96K
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
20
New
$1.26K - $1.47K
20 $1.96K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
1
+ 0.2%
$63.1 - $73.3
508 $49.9K
Aug 14, 2023 Q2 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
1
+ 0.02%
$63.1 - $73.3
4.27K $420K
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
1
+ 1.75%
$63.1 - $73.3
58 $5.7K
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

BUY
 -
1
+ 0.04%
$63.1 - $73.3
2.66K $261K
Aug 14, 2023 Q2 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1
+ 0.08%
$63.1 - $73.3
1.3K $128K
Aug 04, 2023 Q2 2023
West Branch Capital LLC

SELL
 -
-7
- 77.78%
$442 - $513
2 $196
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-9
- 28.13%
$568 - $660
23 $2.26K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-9
- 28.13%
$568 - $660
23 $2.26K
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-23
- 12.5%
$1.45K - $1.69K
161 $15.8K
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

SELL
 -
-28
- 0.44%
$1.77K - $2.05K
6.39K $627K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-59
- 3.42%
$3.72K - $4.33K
1.67K $164K
Jul 20, 2023 Q2 2023
Charter Oak Capital Management, LLC

SELL
 -
-106
- 1.11%
$6.69K - $7.77K
9.47K $930K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-111
- 1.92%
$7K - $8.14K
5.66K $556K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-125
- 1.93%
$7.89K - $9.17K
6.36K $625K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-180
- 0.41%
$11.4K - $13.2K
43.6K $4.28M
Aug 09, 2023 Q2 2023
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-185
- 5.52%
$11.7K - $13.6K
3.17K $311K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-198
- 73.88%
$12.5K - $14.5K
70 $6.88K
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-310
- 29.0%
$19.6K - $22.7K
759 $74.6K
Aug 14, 2023 Q2 2023
Trail Ridge Investment Advisors, LLC

SELL
 -
-312
- 6.82%
$19.7K - $22.9K
4.26K $419K
Jul 21, 2023 Q2 2023
Crumly & Associates Inc.

SELL
 -
-347
- 7.6%
$21.9K - $25.4K
4.22K $414K
Aug 03, 2023 Q2 2023
Southern Capital Advisors, LLC

SELL
 -
-353
- 3.53%
$22.3K - $25.9K
9.64K $947K
Jul 20, 2023 Q2 2023
Pfg Advisors

SELL
 -
-364
- 9.93%
$23K - $26.7K
3.3K $324K

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