Purchases and Sales Made in Q3 2021 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
223+ 19.7% |
$17.7K - $18.6K
|
1.36K
$125K
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
183+ 0.37% |
$14.5K - $15.3K
|
49.3K
$4.55M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
115New |
$9.12K - $9.59K
|
115
$10.6K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 3.9% |
$7.93K - $8.34K
|
2.67K
$246K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100New |
$7.93K - $8.34K
|
100
$9.22K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
94New |
$7.45K - $7.84K
|
94
$8.67K
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
71+ 0.58% |
$5.63K - $5.92K
|
12.3K
$1.14M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
65New |
$5.15K - $5.42K
|
65
$5.99K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51+ 1.2% |
$4.04K - $4.25K
|
4.29K
$396K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
48+ 2.8% |
$3.81K - $4K
|
1.76K
$162K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44New |
$3.49K - $3.67K
|
44
$4.06K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
36+ 2.22% |
$2.85K - $3K
|
1.66K
$153K
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6+ 0.16% |
$476 - $500
|
3.8K
$350K
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.13% |
$317 - $334
|
3.04K
$280K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.05% |
$79.3 - $83.4
|
2.09K
$192K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.07% |
$79.3 - $83.4
|
1.52K
$140K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1- 0.19% |
$79.3 - $83.4
|
530
$48.9K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11- 0.23% |
$872 - $918
|
4.67K
$431K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-15- 0.16% |
$1.19K - $1.25K
|
9.45K
$872K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16- 0.54% |
$1.27K - $1.33K
|
2.97K
$274K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-30- 0.23% |
$2.38K - $2.5K
|
13.1K
$1.21M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-60- 33.15% |
$4.76K - $5K
|
121
$11.2K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 8.85% |
$4.76K - $5K
|
618
$57K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-83- 0.34% |
$6.58K - $6.92K
|
24.5K
$2.26M
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-85- 1.36% |
$6.74K - $7.09K
|
6.17K
$569K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-125Closed |
$9.91K - $10.4K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-161- 41.82% |
$12.8K - $13.4K
|
224
$20.7K
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-177- 5.06% |
$14K - $14.8K
|
3.32K
$306K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-240- 29.7% |
$19K - $20K
|
568
$52.4K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-254- 0.47% |
$20.1K - $21.2K
|
53.8K
$4.96M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-256- 1.42% |
$20.3K - $21.4K
|
17.7K
$1.63M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-257- 0.91% |
$20.4K - $21.4K
|
27.9K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-269Closed |
$21.3K - $22.4K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-275Closed |
$21.8K - $22.9K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-300- 6.25% |
$23.8K - $25K
|
4.5K
$415K
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-322- 0.85% |
$25.5K - $26.9K
|
37.8K
$3.48M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-374- 0.51% |
$29.7K - $31.2K
|
73.2K
$6.75M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-375- 3.84% |
$29.7K - $31.3K
|
9.39K
$866K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-445- 31.12% |
$35.3K - $37.1K
|
985
$90.8K
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-479- 1.52% |
$38K - $40K
|
31.1K
$2.87M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-529Closed |
$41.9K - $44.1K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-634- 15.24% |
$50.3K - $52.9K
|
3.53K
$325K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-686- 11.01% |
$54.4K - $57.2K
|
5.54K
$511K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-697- 1.68% |
$55.3K - $58.1K
|
40.8K
$3.76M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-756- 14.4% |
$59.9K - $63.1K
|
4.49K
$414K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-800- 3.63% |
$63.4K - $66.7K
|
21.2K
$1.96M
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
SELL
|
- |
-1.03K- 7.53% |
$81.8K - $86.1K
|
12.7K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-1.08K- 26.54% |
$85.2K - $89.7K
|
2.98K
$274K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.32K- 2.65% |
$105K - $110K
|
48.6K
$4.48M
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.44K- 37.16% |
$114K - $120K
|
2.43K
$224K
|