Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.1KNew |
$3.17M - $3.65M
|
57.1K
$5.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
52.5K+ 9.19% |
$2.91M - $3.35M
|
624K
$57.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
40KNew |
$2.22M - $2.56M
|
40K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31.9K+ 3.38% |
$1.77M - $2.03M
|
975K
$89.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.8K+ 32.58% |
$1.54M - $1.77M
|
113K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8K+ 435.71% |
$1.43M - $1.65M
|
31.8K
$2.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 291.02% |
$1.17M - $1.35M
|
28.4K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
17.5KNew |
$971K - $1.12M
|
17.5K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.7K+ 251.04% |
$928K - $1.07M
|
23.4K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
16.7KNew |
$924K - $1.06M
|
16.7K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6K+ 24.87% |
$923K - $1.06M
|
83.6K
$7.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.8K+ 85.54% |
$820K - $943K
|
32.1K
$2.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.7K+ 23.49% |
$813K - $936K
|
77.1K
$7.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 26.27% |
$739K - $851K
|
64.1K
$5.91M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 216.71% |
$677K - $780K
|
17.9K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
12K+ 22.01% |
$667K - $768K
|
66.7K
$6.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
9.78KNew |
$542K - $624K
|
9.78K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.62K+ 19.02% |
$423K - $486K
|
47.7K
$4.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.71KNew |
$372K - $428K
|
6.71K
$619K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.77KNew |
$320K - $368K
|
5.77K
$532K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.05K+ 14.9% |
$280K - $322K
|
38.9K
$3.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
4.69KNew |
$260K - $299K
|
4.69K
$432K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4.66K+ 28.77% |
$259K - $298K
|
20.9K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.47K+ 51.85% |
$192K - $221K
|
10.2K
$937K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.44K+ 5.67% |
$135K - $156K
|
45.5K
$4.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2KNew |
$111K - $128K
|
2K
$184K
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
1.95K+ 8.88% |
$108K - $124K
|
23.9K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.66K+ 12.58% |
$92.1K - $106K
|
14.9K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.3KNew |
$71.9K - $82.8K
|
1.3K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.11K+ 23.31% |
$61.8K - $71.1K
|
5.89K
$543K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.11K+ 14.74% |
$61.7K - $71K
|
8.65K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.07KNew |
$59.3K - $68.2K
|
1.07K
$98.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
874+ 15.66% |
$48.5K - $55.8K
|
6.46K
$595K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
871+ 2.94% |
$48.3K - $55.6K
|
30.4K
$2.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
745New |
$41.3K - $47.5K
|
745
$68.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
690+ 3.08% |
$38.3K - $44K
|
23.1K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
600New |
$33.3K - $38.3K
|
600
$55.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
486+ 2.85% |
$26.9K - $31K
|
17.5K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
425New |
$23.6K - $27.1K
|
425
$39.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
399+ 3.14% |
$22.1K - $25.5K
|
13.1K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
323New |
$17.9K - $20.6K
|
323
$29.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
286+ 0.67% |
$15.9K - $18.2K
|
43.2K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
264+ 7.15% |
$14.6K - $16.8K
|
3.96K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
264New |
$14.6K - $16.8K
|
264
$24.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
161+ 4.64% |
$8.93K - $10.3K
|
3.63K
$335K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
146New |
$8.1K - $9.32K
|
146
$13.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
137+ 0.59% |
$7.6K - $8.74K
|
23.2K
$2.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
114+ 0.3% |
$6.32K - $7.27K
|
37.8K
$3.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
107+ 138.96% |
$5.93K - $6.83K
|
184
$17K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
103New |
$5.71K - $6.57K
|
103
$9.5K
|