Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q2 2024. 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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.89MNew |
$122M - $128M
|
1.89M
$142M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
220KNew |
$14.2M - $14.9M
|
220K
$16.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
90.1K+ 14.87% |
$5.81M - $6.11M
|
696K
$52.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
72.6KNew |
$4.68M - $4.92M
|
72.6K
$5.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
54.3K+ 3.78% |
$3.5M - $3.68M
|
1.49M
$113M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.8K+ 17.45% |
$2.89M - $3.04M
|
302K
$22.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.3KNew |
$2.02M - $2.12M
|
31.3K
$2.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
27K+ 18.37% |
$1.74M - $1.83M
|
174K
$13.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.4KNew |
$1.57M - $1.65M
|
24.4K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.6K+ 17.97% |
$1.2M - $1.26M
|
122K
$9.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 21.75% |
$1.04M - $1.09M
|
90.2K
$6.82M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
15.2K+ 14.94% |
$982K - $1.03M
|
117K
$8.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
13.6KNew |
$880K - $925K
|
13.6K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 6.75% |
$868K - $912K
|
213K
$16.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 6.75% |
$868K - $912K
|
213K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.32K+ 84.59% |
$601K - $631K
|
20.3K
$1.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.22K+ 1.5% |
$594K - $625K
|
624K
$47.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.51KNew |
$484K - $509K
|
7.51K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.22K+ 9.63% |
$465K - $489K
|
82.2K
$6.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.46K+ 26.29% |
$417K - $438K
|
31K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.99K+ 13.97% |
$386K - $406K
|
48.9K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.77KNew |
$372K - $391K
|
5.77K
$436K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.28KNew |
$276K - $290K
|
4.28K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.21K+ 59.74% |
$272K - $286K
|
11.3K
$851K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.19KNew |
$270K - $284K
|
4.19K
$317K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26K+ 16.71% |
$146K - $153K
|
15.8K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.25K+ 11.07% |
$145K - $153K
|
22.6K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 8.5% |
$126K - $132K
|
24.8K
$1.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.87K+ 16.53% |
$120K - $127K
|
13.2K
$996K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.79KNew |
$115K - $121K
|
1.79K
$135K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.7K+ 20.02% |
$110K - $115K
|
10.2K
$772K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56K+ 2.13% |
$101K - $106K
|
75K
$5.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
975+ 1.75% |
$62.8K - $66.1K
|
56.7K
$4.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
961+ 4.63% |
$61.9K - $65.1K
|
21.7K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
931+ 56.25% |
$60K - $63.1K
|
2.59K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
931New |
$60K - $63.1K
|
931
$70.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
753+ 4.39% |
$48.5K - $51K
|
17.9K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
742New |
$47.8K - $50.3K
|
742
$56.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
720+ 6.41% |
$46.4K - $48.8K
|
12K
$903K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
627New |
$40.4K - $42.5K
|
627
$47.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
577+ 5.84% |
$37.2K - $39.1K
|
10.4K
$790K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
539+ 1.0% |
$34.7K - $36.5K
|
54.6K
$4.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
480+ 3.43% |
$30.9K - $32.5K
|
14.5K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
449+ 38.54% |
$28.9K - $30.4K
|
1.61K
$122K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
409+ 9.26% |
$26.4K - $27.7K
|
4.83K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
301+ 1.86% |
$19.4K - $20.4K
|
16.4K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
289+ 4.49% |
$18.6K - $19.6K
|
6.73K
$508K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
221+ 1.42% |
$14.2K - $15K
|
15.7K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
208New |
$13.4K - $14.1K
|
208
$15.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
175+ 3.53% |
$11.3K - $11.9K
|
5.14K
$388K
|