Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Divid Et (FDRR)
This table provides information about the institutional ownership of Fidelity Covington Tr Divid Et (FDRR) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR DIVID ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
205K+ 39.33% |
$8.89M - $9.54M
|
726K
$37.5M
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
65.4KNew |
$2.83M - $3.04M
|
65.4K
$3.38M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.2K+ 55.51% |
$2M - $2.15M
|
129K
$6.7M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26KNew |
$1.13M - $1.21M
|
26K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 53.94% |
$895K - $961K
|
58.9K
$3.05M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.7KNew |
$856K - $919K
|
19.7K
$1.02M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.3K+ 12.79% |
$750K - $805K
|
152K
$7.89M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.7K+ 4.37% |
$726K - $779K
|
400K
$20.7M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8K+ 56.86% |
$555K - $596K
|
35.3K
$1.83M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.17KNew |
$355K - $380K
|
8.17K
$423K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.06K+ 4.35% |
$350K - $375K
|
193K
$10M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.52K+ 21.56% |
$239K - $257K
|
31.1K
$1.61M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.16K+ 151.02% |
$224K - $240K
|
8.58K
$444K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.91KNew |
$213K - $228K
|
4.91K
$254K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.65KNew |
$201K - $216K
|
4.65K
$240K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.52KNew |
$196K - $211K
|
4.52K
$234K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.37K+ 64.75% |
$146K - $157K
|
8.58K
$444K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 171.74% |
$94.9K - $102K
|
3.46K
$179K
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2K+ 29.41% |
$86.7K - $93.1K
|
8.8K
$455K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.77K+ 2.42% |
$76.8K - $82.4K
|
75.1K
$3.88M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.7K+ 1.37% |
$73.5K - $78.9K
|
126K
$6.51M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.54KNew |
$66.7K - $71.5K
|
1.54K
$79.5K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.34K+ 13.59% |
$57.9K - $62.1K
|
11.2K
$577K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25K+ 11.13% |
$54.4K - $58.4K
|
12.5K
$648K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.05KNew |
$45.4K - $48.7K
|
1.05K
$54.1K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
403New |
$17.5K - $18.8K
|
403
$20.8K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
350New |
$15.2K - $16.3K
|
350
$18.1K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272New |
$11.8K - $12.7K
|
272
$14.1K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
80New |
$3.47K - $3.72K
|
80
$4.14K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71+ 0.21% |
$3.08K - $3.31K
|
34.4K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50New |
$2.17K - $2.33K
|
50
$2.59K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
40+ 0.33% |
$1.73K - $1.86K
|
12.1K
$624K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
16+ 0.27% |
$694 - $745
|
5.94K
$307K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12+ 0.11% |
$520 - $559
|
10.7K
$551K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
9+ 0.15% |
$390 - $419
|
6.1K
$316K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.55% |
$347 - $372
|
1.47K
$76.1K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.6% |
$130 - $140
|
507
$26.2K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$43.4 - $46.6
|
16K
$830K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.19% |
$43.4 - $46.6
|
515
$26.6K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-30- 0.47% |
$1.3K - $1.4K
|
6.39K
$331K
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.02% |
$2.6K - $2.79K
|
5.85K
$302K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-95- 1.1% |
$4.12K - $4.42K
|
8.57K
$443K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-159- 1.95% |
$6.9K - $7.4K
|
7.98K
$413K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-184- 26.32% |
$7.98K - $8.57K
|
515
$26.6K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-218- 0.55% |
$9.45K - $10.1K
|
39.1K
$2.02M
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-233- 1.21% |
$10.1K - $10.8K
|
19K
$981K
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-390- 3.23% |
$16.9K - $18.2K
|
11.7K
$605K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-430- 1.56% |
$18.6K - $20K
|
27.1K
$1.4M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-438- 6.31% |
$19K - $20.4K
|
6.5K
$336K
|