Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Divid Et (FDRR)
This table provides information about the institutional ownership of Fidelity Covington Tr Divid Et (FDRR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.16K- 26.71% |
$82.6K - $95.1K
|
5.93K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.5KClosed |
$95.6K - $110K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.63K- 27.4% |
$100K - $116K
|
6.96K
$360K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-2.95K- 28.83% |
$113K - $130K
|
7.29K
$377K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.33K- 35.57% |
$127K - $146K
|
6.03K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.48K- 10.48% |
$171K - $197K
|
38.3K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.34K- 50.41% |
$204K - $235K
|
5.25K
$272K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-6.15K- 7.04% |
$235K - $271K
|
81.2K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.47K- 19.19% |
$362K - $417K
|
39.9K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.3K- 7.1% |
$395K - $455K
|
135K
$6.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 18.62% |
$410K - $472K
|
46.9K
$2.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-11.4K- 11.59% |
$436K - $502K
|
87K
$4.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 46.97% |
$443K - $510K
|
13.1K
$677K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.8K- 9.36% |
$490K - $564K
|
124K
$6.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19.9K- 33.9% |
$762K - $877K
|
38.9K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.7K- 21.4% |
$867K - $998K
|
83.2K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.7K- 11.58% |
$1.52M - $1.75M
|
303K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-128K- 19.69% |
$4.88M - $5.62M
|
521K
$26.9M
|