Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
162K+ 39.5% |
$8.27M - $9.95M
|
572K
$43.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 34.72% |
$7.79M - $9.37M
|
592K
$44.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99.6K+ 1721.88% |
$5.09M - $6.12M
|
105K
$7.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
46.1KNew |
$2.35M - $2.83M
|
46.1K
$3.48M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45.4KNew |
$2.32M - $2.79M
|
45.4K
$3.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33K+ 243.37% |
$1.69M - $2.03M
|
46.6K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29.1KNew |
$1.48M - $1.79M
|
29.1K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
25.4KNew |
$1.3M - $1.56M
|
25.4K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23.4KNew |
$1.19M - $1.44M
|
23.4K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.6K+ 15.61% |
$1.05M - $1.26M
|
152K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
17.9K+ 42.11% |
$915K - $1.1M
|
60.4K
$4.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
17.7K+ 463.9% |
$903K - $1.09M
|
21.5K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.9K+ 26.52% |
$606K - $729K
|
56.6K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 9.35% |
$584K - $703K
|
134K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.9KNew |
$404K - $486K
|
7.9K
$597K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.16KNew |
$366K - $440K
|
7.16K
$541K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.2K+ 8.88% |
$317K - $381K
|
76K
$5.74M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
6.04KNew |
$309K - $371K
|
6.04K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.27KNew |
$269K - $324K
|
5.27K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.5KNew |
$230K - $277K
|
4.5K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.05KNew |
$207K - $249K
|
4.05K
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.78KNew |
$193K - $232K
|
3.78K
$286K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.62KNew |
$185K - $222K
|
3.62K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.62KNew |
$185K - $222K
|
3.62K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.48K+ 52.35% |
$178K - $214K
|
10.1K
$764K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.32K+ 11.97% |
$170K - $204K
|
31.1K
$2.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.3KNew |
$169K - $203K
|
3.3K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.35K+ 44.32% |
$120K - $144K
|
7.64K
$577K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.81KNew |
$92.7K - $111K
|
1.81K
$137K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.67KNew |
$85.4K - $103K
|
1.67K
$126K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 8.14% |
$83.6K - $101K
|
21.7K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 5.39% |
$67.3K - $81K
|
25.8K
$1.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 4.48% |
$57.1K - $68.7K
|
26.1K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1K+ 2.61% |
$56.3K - $67.8K
|
43.4K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
846+ 12.66% |
$43.2K - $52K
|
7.53K
$569K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
777+ 5.77% |
$39.7K - $47.8K
|
14.2K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
565+ 376.67% |
$28.9K - $34.7K
|
715
$54K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
518New |
$26.5K - $31.8K
|
518
$39.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
500+ 12.14% |
$25.5K - $30.7K
|
4.62K
$349K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
484+ 7.08% |
$24.7K - $29.7K
|
7.32K
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
455+ 1.28% |
$23.2K - $28K
|
36K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
393+ 132.77% |
$20.1K - $24.2K
|
689
$52.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
379+ 3.48% |
$19.4K - $23.3K
|
11.3K
$851K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
327+ 0.34% |
$16.7K - $20.1K
|
95.8K
$7.24M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
191+ 5.61% |
$9.76K - $11.7K
|
3.59K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
185+ 4.08% |
$9.45K - $11.4K
|
4.72K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
131+ 6.98% |
$6.69K - $8.05K
|
2.01K
$152K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
104New |
$5.31K - $6.39K
|
104
$7.86K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102New |
$5.21K - $6.27K
|
102
$7.71K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
91New |
$4.65K - $5.59K
|
91
$6.88K
|