Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
265K+ 229.82% |
$3.27M - $3.95M
|
381K
$8.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
151KNew |
$1.86M - $2.24M
|
151K
$3.38M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28KNew |
$346K - $417K
|
28K
$628K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.6K+ 5.58% |
$328K - $395K
|
503K
$11.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
18.6K+ 14.09% |
$230K - $277K
|
151K
$3.38M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.3K+ 27.77% |
$226K - $272K
|
84.2K
$1.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.7KNew |
$193K - $233K
|
15.7K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3KNew |
$151K - $182K
|
12.3K
$275K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
12.1KNew |
$149K - $179K
|
12.1K
$270K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$140K - $168K
|
11.3K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.93KNew |
$85.5K - $103K
|
6.93K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.07K+ 17.67% |
$75K - $90.3K
|
40.5K
$907K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.16K+ 13.54% |
$51.4K - $61.9K
|
34.9K
$782K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$26.6K - $32K
|
2.16K
$48.3K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
335+ 2.87% |
$4.13K - $4.98K
|
12K
$269K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$617 - $744
|
50
$1.12K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-440- 1.04% |
$5.43K - $6.54K
|
42K
$941K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-721- 0.98% |
$8.9K - $10.7K
|
73.1K
$1.64M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 97.68% |
$20.7K - $25K
|
40
$896
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.12K- 2.75% |
$26.2K - $31.6K
|
75K
$1.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.89K- 89.89% |
$35.7K - $43K
|
325
$7.28K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.3K- 9.32% |
$40.7K - $49.1K
|
32.1K
$719K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.87K- 26.3% |
$47.7K - $57.5K
|
10.8K
$243K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.22K- 5.83% |
$64.4K - $77.6K
|
84.2K
$1.89M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.67K- 22.72% |
$70K - $84.3K
|
19.3K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.18K- 90.17% |
$113K - $136K
|
1K
$22.4K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.3K- 21.73% |
$226K - $272K
|
65.9K
$1.48M
|