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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
84New |
$4.26K - $4.78K
|
84
$6.35K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
67+ 1.32% |
$3.4K - $3.81K
|
5.13K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
67+ 0.48% |
$3.4K - $3.81K
|
14.1K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.71% |
$3.35K - $3.75K
|
9.35K
$706K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
63New |
$3.2K - $3.58K
|
63
$4.76K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 8.82% |
$914 - $1.02K
|
222
$16.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 0.38% |
$761 - $853
|
4.02K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.24% |
$50.8 - $56.9
|
423
$32K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.85% |
$50.8 - $56.9
|
55
$4.16K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 33.33% |
$50.8 - $56.9
|
4
$302
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1Closed |
$50.8 - $56.9
|
0
$0
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 29.55% |
$660 - $739
|
31
$2.34K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 29.55% |
$660 - $739
|
31
$2.34K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-102- 33.01% |
$5.18K - $5.8K
|
207
$15.6K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-107- 2.53% |
$5.43K - $6.09K
|
4.12K
$312K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-156- 1.07% |
$7.92K - $8.87K
|
14.4K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-220- 42.64% |
$11.2K - $12.5K
|
296
$22.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-236- 0.55% |
$12K - $13.4K
|
42.4K
$3.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-385- 1.01% |
$19.5K - $21.9K
|
37.6K
$2.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-421- 10.52% |
$21.4K - $23.9K
|
3.58K
$271K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-433- 9.4% |
$22K - $24.6K
|
4.18K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-631- 2.53% |
$32K - $35.9K
|
24.3K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-649- 10.76% |
$32.9K - $36.9K
|
5.38K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-664- 11.09% |
$33.7K - $37.8K
|
5.32K
$402K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-720- 2.03% |
$36.5K - $40.9K
|
34.8K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-802- 0.46% |
$40.7K - $45.6K
|
175K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-949- 15.86% |
$48.2K - $54K
|
5.03K
$380K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.21K- 16.29% |
$61.3K - $68.7K
|
6.21K
$469K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.26K- 3.53% |
$64K - $71.7K
|
34.5K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.3K- 2.44% |
$66.2K - $74.2K
|
52.1K
$3.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.37K- 8.81% |
$69.5K - $77.9K
|
14.2K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.43K- 9.88% |
$72.3K - $81K
|
13K
$982K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.57K- 21.9% |
$79.7K - $89.3K
|
5.6K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.96K- 1.52% |
$99.6K - $112K
|
127K
$9.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.47K- 3.65% |
$125K - $140K
|
65.3K
$4.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.61K- 19.9% |
$132K - $148K
|
10.5K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.67K- 30.14% |
$136K - $152K
|
6.2K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.91K- 4.55% |
$147K - $165K
|
60.9K
$4.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.09K- 10.7% |
$258K - $289K
|
42.4K
$3.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.5K- 8.79% |
$632K - $708K
|
129K
$9.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.7K- 65.85% |
$644K - $721K
|
6.58K
$497K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-14.6K- 25.42% |
$739K - $828K
|
42.7K
$3.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.7K- 5.86% |
$799K - $896K
|
253K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.8K- 17.69% |
$953K - $1.07M
|
87.3K
$6.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-22.8K- 78.19% |
$1.16M - $1.3M
|
6.35K
$480K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.7K- 40.82% |
$1.41M - $1.58M
|
40.2K
$3.04M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37K- 73.19% |
$1.88M - $2.11M
|
13.6K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37K- 73.19% |
$1.88M - $2.11M
|
13.6K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.5K- 58.74% |
$2.97M - $3.33M
|
41.1K
$3.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74K- 34.49% |
$3.76M - $4.21M
|
141K
$10.6M
|