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 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
9+ 0.19% |
$415 - $471
|
4.68K
$223K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.4% |
$184 - $209
|
1K
$47.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.95% |
$138 - $157
|
320
$15.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.42% |
$92.2 - $105
|
478
$22.8K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 1.72% |
$46.1 - $52.4
|
59
$2.81K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 0.39% |
$46.1 - $52.4
|
255
$12.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 26.92% |
$323 - $367
|
19
$904
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 46.15% |
$553 - $628
|
14
$666
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-13- 18.57% |
$599 - $681
|
57
$2.71K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-25- 1.77% |
$1.15K - $1.31K
|
1.38K
$65.9K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35- 0.42% |
$1.61K - $1.83K
|
8.24K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47- 0.7% |
$2.17K - $2.46K
|
6.66K
$317K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 50.0% |
$2.3K - $2.62K
|
50
$2.38K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-83- 1.47% |
$3.82K - $4.35K
|
5.56K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-91- 8.02% |
$4.19K - $4.77K
|
1.04K
$49.7K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-221- 3.01% |
$10.2K - $11.6K
|
7.11K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-234- 3.67% |
$10.8K - $12.3K
|
6.14K
$292K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-361- 0.96% |
$16.6K - $18.9K
|
37.3K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-504- 22.74% |
$23.2K - $26.4K
|
1.71K
$81.5K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-522- 7.64% |
$24.1K - $27.3K
|
6.31K
$300K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-720- 2.61% |
$33.2K - $37.7K
|
26.8K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-740- 14.93% |
$34.1K - $38.8K
|
4.22K
$201K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-750- 2.45% |
$34.6K - $39.3K
|
29.9K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-768- 1.88% |
$35.4K - $40.2K
|
40.2K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.25K- 6.22% |
$57.7K - $65.6K
|
18.9K
$898K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 6.73% |
$58.6K - $66.6K
|
17.6K
$838K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.49K- 23.63% |
$68.6K - $77.9K
|
4.81K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.8K- 12.26% |
$83.1K - $94.5K
|
12.9K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2.41K- 28.1% |
$111K - $126K
|
6.17K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.42K- 33.65% |
$112K - $127K
|
4.78K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.4K- 6.37% |
$157K - $178K
|
50K
$2.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.46K- 15.72% |
$159K - $181K
|
18.6K
$884K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.23K- 4.01% |
$195K - $221K
|
101K
$4.82M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.26K- 15.06% |
$196K - $223K
|
24K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.65K- 15.54% |
$214K - $244K
|
25.3K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.99K- 3.37% |
$276K - $314K
|
172K
$8.18M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-12K- 34.97% |
$553K - $629K
|
22.3K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.7K- 20.72% |
$1.28M - $1.45M
|
106K
$5.05M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.3K- 86.7% |
$1.62M - $1.85M
|
5.41K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-142K- 62.29% |
$6.56M - $7.45M
|
86.2K
$4.1M
|