Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
142K+ 20.94% |
$2.21M - $2.71M
|
818K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.4K+ 664.55% |
$1.32M - $1.61M
|
97.1K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.2K+ 7.41% |
$720K - $882K
|
669K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
18.6K+ 47.21% |
$290K - $355K
|
58K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.8K+ 17.65% |
$277K - $339K
|
118K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
12.3KNew |
$192K - $235K
|
12.3K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12KNew |
$188K - $230K
|
12K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.7KNew |
$167K - $204K
|
10.7K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.6K+ 76.51% |
$165K - $202K
|
24.4K
$547K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.7K+ 421.92% |
$120K - $147K
|
9.53K
$213K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.6KNew |
$119K - $145K
|
7.6K
$170K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
7.08K+ 4.15% |
$110K - $135K
|
178K
$3.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.68K+ 3.1% |
$73K - $89.3K
|
156K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 1.86% |
$25.1K - $30.7K
|
87.7K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 3.45% |
$19K - $23.2K
|
36.5K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.16K+ 2.59% |
$18.1K - $22.2K
|
45.9K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 6.38% |
$15.6K - $19.1K
|
16.7K
$374K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
650+ 1.3% |
$10.1K - $12.4K
|
50.6K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
550New |
$8.58K - $10.5K
|
550
$12.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
487+ 1.48% |
$7.6K - $9.3K
|
33.4K
$749K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
200New |
$3.12K - $3.82K
|
200
$4.48K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
192+ 0.48% |
$3K - $3.67K
|
39.9K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
154+ 0.8% |
$2.4K - $2.94K
|
19.3K
$433K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 6.63% |
$172 - $210
|
155
$3.47K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-248- 2.31% |
$3.87K - $4.74K
|
10.5K
$235K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-446- 2.44% |
$6.96K - $8.52K
|
17.8K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-449- 1.38% |
$7K - $8.58K
|
32K
$717K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-572- 84.74% |
$8.92K - $10.9K
|
103
$2.31K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.85K- 23.14% |
$28.9K - $35.3K
|
6.15K
$138K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.91K- 21.28% |
$76.6K - $93.8K
|
18.2K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.2K- 50.84% |
$330K - $404K
|
20.5K
$459K
|