Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q2 2023. 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 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
89.3K+ 7.61% |
$4.53M - $5.08M
|
1.26M
$95.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
88K+ 36.04% |
$4.47M - $5M
|
332K
$25.1M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30.9KNew |
$1.57M - $1.76M
|
30.9K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.6K+ 107.87% |
$1.4M - $1.57M
|
53.2K
$4.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6KNew |
$1.2M - $1.34M
|
23.6K
$1.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.4K+ 44.89% |
$1.19M - $1.33M
|
75.5K
$5.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
21.6K+ 54.05% |
$1.09M - $1.23M
|
61.5K
$4.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 19.04% |
$808K - $906K
|
99.6K
$7.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
15.7K+ 22.58% |
$799K - $896K
|
85.5K
$6.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4K+ 57.73% |
$680K - $762K
|
36.6K
$2.76M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.1K+ 16.53% |
$511K - $573K
|
71K
$5.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.87K+ 22.99% |
$450K - $504K
|
47.4K
$3.59M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.68KNew |
$441K - $494K
|
8.68K
$656K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.12KNew |
$361K - $405K
|
7.12K
$538K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.32KNew |
$219K - $246K
|
4.32K
$327K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.32KNew |
$219K - $246K
|
4.32K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.05K+ 32.15% |
$206K - $231K
|
16.7K
$1.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4KNew |
$203K - $228K
|
4K
$303K
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.96KNew |
$201K - $225K
|
3.96K
$299K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.9KNew |
$198K - $222K
|
3.9K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.61KNew |
$183K - $205K
|
3.61K
$273K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.78K+ 292.63% |
$141K - $158K
|
3.73K
$282K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.99K+ 7.61% |
$101K - $113K
|
28.2K
$2.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
1.67K+ 5.69% |
$84.5K - $94.7K
|
30.9K
$2.34M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
1.67K+ 5.69% |
$84.5K - $94.7K
|
30.9K
$2.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.65K+ 7.32% |
$83.6K - $93.7K
|
24.1K
$1.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.43K+ 33.85% |
$72.7K - $81.5K
|
5.67K
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.43K+ 36.93% |
$72.4K - $81.2K
|
5.29K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$66K - $73.9K
|
1.3K
$98.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23K+ 1.78% |
$62.2K - $69.7K
|
70.1K
$5.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 6.42% |
$60.2K - $67.5K
|
19.7K
$1.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.11K+ 1.73% |
$56.5K - $63.3K
|
65.4K
$4.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.02K+ 4.08% |
$51.8K - $58K
|
26K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1K+ 6.69% |
$51K - $57.1K
|
16K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$50.8K - $56.9K
|
1K
$75.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
995New |
$50.5K - $56.6K
|
995
$75.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
964+ 18.31% |
$48.9K - $54.8K
|
6.23K
$471K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
901New |
$45.7K - $51.2K
|
901
$68.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
784New |
$39.8K - $44.6K
|
784
$59.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
725+ 4531.25% |
$36.8K - $41.2K
|
741
$56K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
600New |
$30.5K - $34.1K
|
600
$45.3K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
593+ 2.56% |
$30.1K - $33.7K
|
23.8K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
471+ 4.48% |
$23.9K - $26.8K
|
11K
$830K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
301+ 0.31% |
$15.3K - $17.1K
|
97.5K
$7.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
256+ 0.27% |
$13K - $14.6K
|
96.5K
$7.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
142New |
$7.21K - $8.08K
|
142
$10.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
133+ 9.5% |
$6.75K - $7.56K
|
1.53K
$116K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
128+ 3.16% |
$6.5K - $7.28K
|
4.18K
$316K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
122+ 1.23% |
$6.19K - $6.94K
|
10.1K
$761K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
100+ 2.64% |
$5.08K - $5.69K
|
3.89K
$294K
|