Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Quality (FQAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Quality (FQAL) during Q4 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR QUALITY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
246K+ 2138.76% |
$11.7M - $13.4M
|
258K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 16.41% |
$6.74M - $7.75M
|
1.01M
$66.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
111K+ 33.07% |
$5.26M - $6.06M
|
447K
$29.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
41.5KNew |
$1.96M - $2.26M
|
41.5K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3K+ 158.63% |
$914K - $1.05M
|
31.5K
$2.07M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
12KNew |
$566K - $651K
|
12K
$786K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11KNew |
$520K - $599K
|
11K
$722K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.63KNew |
$314K - $361K
|
6.63K
$436K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.4K+ 2.96% |
$303K - $349K
|
222K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.98KNew |
$283K - $326K
|
5.98K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.74K+ 28.19% |
$271K - $312K
|
26.1K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.12K+ 19.57% |
$242K - $279K
|
31.3K
$2.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.55KNew |
$215K - $248K
|
4.55K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.29K+ 37.42% |
$203K - $234K
|
15.8K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.94K+ 178.61% |
$187K - $215K
|
6.15K
$404K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
3.76KNew |
$178K - $205K
|
3.76K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
3.72KNew |
$176K - $203K
|
3.72K
$245K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.69KNew |
$174K - $201K
|
3.69K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.45K+ 7.42% |
$163K - $188K
|
50K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.95K+ 155.26% |
$140K - $161K
|
4.85K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.24K+ 71.92% |
$106K - $122K
|
5.35K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.18K+ 13.56% |
$103K - $119K
|
18.2K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.04K+ 6.17% |
$96.6K - $111K
|
35.1K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.93K+ 9.13% |
$91.1K - $105K
|
23K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.79K+ 4.3% |
$84.6K - $97.4K
|
43.3K
$2.85M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.7KNew |
$80.3K - $92.5K
|
1.7K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.65K+ 4.01% |
$78.1K - $89.9K
|
42.8K
$2.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 5.76% |
$53.7K - $61.8K
|
20.8K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.06K+ 2.74% |
$50.2K - $57.7K
|
39.7K
$2.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
992New |
$47K - $54K
|
992
$65.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
925New |
$43.8K - $50.4K
|
925
$60.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
816+ 9.25% |
$38.6K - $44.5K
|
9.63K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
779+ 27.63% |
$36.9K - $42.4K
|
3.6K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
684+ 7.01% |
$32.4K - $37.3K
|
10.4K
$686K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
504+ 7.23% |
$23.9K - $27.5K
|
7.48K
$491K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
416New |
$19.7K - $22.7K
|
416
$27.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
293+ 1.35% |
$13.9K - $16K
|
21.9K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
263+ 1.08% |
$12.4K - $14.3K
|
24.7K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
83+ 1.42% |
$3.93K - $4.52K
|
5.93K
$390K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
54+ 1.12% |
$2.56K - $2.94K
|
4.89K
$321K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7+ 0.15% |
$331 - $381
|
4.78K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.73% |
$947 - $1.09K
|
2.71K
$178K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-63- 0.88% |
$2.98K - $3.43K
|
7.13K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-69- 1.55% |
$3.27K - $3.76K
|
4.39K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-140- 0.38% |
$6.63K - $7.63K
|
36.8K
$2.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-297- 2.1% |
$14.1K - $16.2K
|
13.9K
$911K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-318- 1.51% |
$15.1K - $17.3K
|
20.8K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-798- 3.39% |
$37.8K - $43.5K
|
22.8K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-800- 2.67% |
$37.9K - $43.6K
|
29.2K
$1.92M
|