Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI MAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.6K+ 77.76% |
$3.8M - $4.32M
|
189K
$8.98M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
60K+ 15.23% |
$2.76M - $3.14M
|
454K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
55.7KNew |
$2.57M - $2.92M
|
55.7K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35.1KNew |
$1.62M - $1.84M
|
35.1K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.9K+ 4.45% |
$965K - $1.1M
|
492K
$23.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
20.6K+ 31.19% |
$950K - $1.08M
|
86.7K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.9K+ 3.75% |
$688K - $782K
|
412K
$19.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 42.6% |
$486K - $552K
|
35.3K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9.96K+ 190.75% |
$459K - $522K
|
15.2K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.94K+ 26.47% |
$458K - $521K
|
47.5K
$2.26M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.86K+ 31.11% |
$408K - $464K
|
37.3K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.86K+ 31.11% |
$408K - $464K
|
37.3K
$1.78M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.1K+ 30.06% |
$373K - $424K
|
35K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.71K+ 7.23% |
$309K - $352K
|
99.6K
$4.74M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.39KNew |
$249K - $282K
|
5.39K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.31K+ 118.97% |
$244K - $278K
|
9.76K
$465K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.87KNew |
$224K - $255K
|
4.87K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.82K+ 56.05% |
$222K - $252K
|
13.4K
$638K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.55K+ 14.92% |
$210K - $238K
|
35K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.54K+ 8.94% |
$209K - $238K
|
55.4K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.49K+ 70.31% |
$207K - $235K
|
10.9K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.29KNew |
$198K - $225K
|
4.29K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.91K+ 38.27% |
$180K - $205K
|
14.1K
$672K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.23KNew |
$149K - $169K
|
3.23K
$154K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.92K+ 1.29% |
$88.4K - $100K
|
150K
$7.15M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.82K+ 12.96% |
$83.8K - $95.3K
|
15.9K
$755K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 26.66% |
$69.5K - $79K
|
7.17K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.4K+ 13.73% |
$64.7K - $73.5K
|
11.6K
$553K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.34K+ 8.52% |
$61.9K - $70.3K
|
17.1K
$814K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.28K+ 16.47% |
$59K - $67K
|
9.05K
$431K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.25K+ 7.92% |
$57.4K - $65.2K
|
17K
$808K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 21.93% |
$52.3K - $59.4K
|
6.31K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
998+ 17.78% |
$46K - $52.3K
|
6.61K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
922+ 4.47% |
$42.5K - $48.3K
|
21.5K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
889+ 3.49% |
$41K - $46.6K
|
26.4K
$1.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
863+ 11.15% |
$39.8K - $45.2K
|
8.6K
$409K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
815+ 30.56% |
$37.6K - $42.7K
|
3.48K
$166K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
697+ 11.39% |
$32.1K - $36.5K
|
6.82K
$324K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
566New |
$26.1K - $29.6K
|
566
$26.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
466+ 3.17% |
$21.5K - $24.4K
|
15.1K
$721K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
318+ 138.26% |
$14.7K - $16.7K
|
548
$26.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
309New |
$14.2K - $16.2K
|
309
$14.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
197New |
$9.08K - $10.3K
|
197
$9.38K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
134+ 4.69% |
$6.17K - $7.02K
|
2.99K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
127+ 6.4% |
$5.85K - $6.65K
|
2.11K
$100K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
76New |
$3.5K - $3.98K
|
76
$3.62K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 0.65% |
$3K - $3.4K
|
10K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
43+ 19.82% |
$1.98K - $2.25K
|
260
$12.4K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
34+ 0.7% |
$1.57K - $1.78K
|
4.86K
$231K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
18+ 0.86% |
$829 - $943
|
2.1K
$100K
|