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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.6K- 27.55% |
$167K - $176K
|
6.83K
$516K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.73K- 3.29% |
$176K - $185K
|
80.1K
$6.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.9K- 10.07% |
$251K - $264K
|
34.8K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.23K- 19.41% |
$337K - $354K
|
21.7K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-5.94K- 15.5% |
$383K - $403K
|
32.4K
$2.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.22K- 12.6% |
$401K - $422K
|
43.2K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.96K- 6.99% |
$449K - $472K
|
92.6K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.27K- 7.61% |
$469K - $493K
|
88.3K
$6.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.2K- 18.75% |
$913K - $960K
|
61.4K
$4.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.9K- 86.1% |
$1.41M - $1.48M
|
3.53K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.3K- 77.2% |
$2.15M - $2.26M
|
9.83K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-34.8KClosed |
$2.24M - $2.36M
|
0
$0
|