Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 7.0% |
$554K - $614K
|
430K
$8.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 29.55% |
$465K - $515K
|
103K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.9KNew |
$254K - $281K
|
12.9K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.07K+ 6.53% |
$99.9K - $111K
|
82.7K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.98K+ 7.25% |
$98.1K - $109K
|
73.6K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.3K+ 34.9% |
$84.7K - $93.8K
|
16.6K
$336K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.03K+ 24.41% |
$59.8K - $66.2K
|
15.5K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.69K+ 1.4% |
$53K - $58.7K
|
194K
$3.94M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.52K+ 7.04% |
$49.6K - $55K
|
38.3K
$775K
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.02K+ 0.53% |
$39.9K - $44.2K
|
381K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.9K+ 13.35% |
$37.5K - $41.5K
|
16.2K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38K+ 1922.22% |
$27.3K - $30.2K
|
1.46K
$29.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14K+ 2.16% |
$22.4K - $24.8K
|
53.7K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
999+ 6.96% |
$19.7K - $21.8K
|
15.4K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
263New |
$5.18K - $5.74K
|
263
$5.32K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162+ 0.73% |
$3.19K - $3.54K
|
22.4K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$1.24K - $1.38K
|
63
$1.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
40+ 0.24% |
$788 - $873
|
16.7K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 1.01% |
$98.6 - $109
|
502
$10.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$19.7 - $21.8
|
1
$20.2
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-243- 20.47% |
$4.79K - $5.3K
|
944
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-250- 0.42% |
$4.93K - $5.46K
|
58.8K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-632- 1.13% |
$12.5K - $13.8K
|
55.3K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-956- 5.71% |
$18.8K - $20.9K
|
15.8K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.53K- 60.63% |
$49.9K - $55.3K
|
1.64K
$33.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.89K- 22.81% |
$96.4K - $107K
|
16.5K
$335K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-5.45K- 24.39% |
$107K - $119K
|
16.9K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-27.8K- 26.56% |
$548K - $607K
|
76.9K
$1.56M
|