Purchases and Sales Made in Q2 2021 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q2 2021. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI IND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
663+ 1.67% |
$34.8K - $36.9K
|
40.4K
$2.89M
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
588+ 1.71% |
$30.8K - $32.7K
|
35K
$2.51M
|
|
Jul 27, 2021
Q2 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
495+ 8.86% |
$26K - $27.5K
|
6.08K
$435K
|
|
Jul 27, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
450+ 900.0% |
$23.6K - $25K
|
500
$35.8K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
342New |
$17.9K - $19K
|
342
$24.5K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
312+ 84.78% |
$16.4K - $17.4K
|
680
$48.7K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
299New |
$15.7K - $16.6K
|
299
$21.4K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
265+ 2.95% |
$13.9K - $14.7K
|
9.25K
$662K
|
|
Aug 13, 2021
Q2 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
242+ 2.86% |
$12.7K - $13.5K
|
8.7K
$623K
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
236New |
$12.4K - $13.1K
|
236
$16.9K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
150+ 0.81% |
$7.86K - $8.35K
|
18.7K
$1.34M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
138+ 138.0% |
$7.24K - $7.68K
|
238
$17K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
130+ 2.53% |
$6.82K - $7.23K
|
5.27K
$378K
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
52+ 0.79% |
$2.73K - $2.89K
|
6.61K
$473K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 4.67% |
$1.84K - $1.95K
|
785
$56.2K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 1.02% |
$1.21K - $1.28K
|
2.29K
$164K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$839 - $890
|
16
$1.15K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.25% |
$262 - $278
|
2.01K
$144K
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 25.0% |
$210 - $223
|
20
$1.43K
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.33% |
$157 - $167
|
912
$65.3K
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.6% |
$52.4 - $55.7
|
167
$12K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-3- 30.0% |
$157 - $167
|
7
$501
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-15Closed |
$786 - $835
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16- 15.84% |
$839 - $890
|
85
$6.08K
|
|
Jul 23, 2021
Q2 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-50- 0.95% |
$2.62K - $2.78K
|
5.24K
$375K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 50.0% |
$2.62K - $2.78K
|
50
$3.58K
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-60- 0.14% |
$3.15K - $3.34K
|
41.8K
$2.99M
|
|
Aug 02, 2021
Q2 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-62- 1.51% |
$3.25K - $3.45K
|
4.04K
$289K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-90Closed |
$4.72K - $5.01K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-155- 0.13% |
$8.13K - $8.63K
|
121K
$8.68M
|
|
Jul 15, 2021
Q2 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-238- 3.98% |
$12.5K - $13.2K
|
5.75K
$411K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-300Closed |
$15.7K - $16.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-557- 0.73% |
$29.2K - $31K
|
75.6K
$5.41M
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-892- 9.12% |
$46.8K - $49.6K
|
8.89K
$637K
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-963- 2.35% |
$50.5K - $53.6K
|
40.1K
$2.87M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.36K- 9.82% |
$71.3K - $75.7K
|
12.5K
$894K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.37KClosed |
$71.6K - $76K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.49KClosed |
$78.1K - $82.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.65K- 0.83% |
$86.5K - $91.8K
|
198K
$14.2M
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.91K- 22.74% |
$99.9K - $106K
|
6.47K
$463K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.93KClosed |
$101K - $107K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.99K- 2.05% |
$104K - $111K
|
95K
$6.8M
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.77K- 10.22% |
$145K - $154K
|
24.3K
$1.74M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.17K- 38.24% |
$166K - $176K
|
5.12K
$366K
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.58K- 16.48% |
$187K - $199K
|
18.1K
$1.3M
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.8K- 6.34% |
$199K - $212K
|
56.2K
$4.02M
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.44KClosed |
$233K - $247K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.27K- 25.66% |
$329K - $349K
|
18.2K
$1.3M
|
|
Aug 12, 2021
Q2 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.51K- 4.13% |
$446K - $474K
|
197K
$14.1M
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.24KClosed |
$484K - $514K
|
0
$0
|