Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR SMALL-MI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
238KNew |
$8.36M - $9.25M
|
238K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 13.36% |
$4.33M - $4.79M
|
1.05M
$44.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.5K+ 82.47% |
$2.58M - $2.85M
|
163K
$6.94M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.2K+ 45.58% |
$2.15M - $2.38M
|
195K
$8.34M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.3KNew |
$1.63M - $1.8M
|
46.3K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.1KNew |
$1.44M - $1.6M
|
41.1K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.8KNew |
$1.33M - $1.47M
|
37.8K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 86.01% |
$1.08M - $1.2M
|
66.8K
$2.85M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
28.6K+ 490.47% |
$1M - $1.11M
|
34.4K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.5K+ 4.99% |
$613K - $679K
|
367K
$15.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
15K+ 15.12% |
$526K - $582K
|
114K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 63.68% |
$487K - $539K
|
35.7K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.3K+ 53.97% |
$433K - $479K
|
35.2K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$405K - $448K
|
11.5K
$492K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.96K+ 4.53% |
$350K - $387K
|
230K
$9.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.48KNew |
$228K - $252K
|
6.48K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.25K+ 7.54% |
$219K - $243K
|
89.1K
$3.8M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.36KNew |
$188K - $208K
|
5.36K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.21KNew |
$183K - $202K
|
5.21K
$222K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.4K+ 4.94% |
$84.2K - $93.1K
|
50.9K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.38K+ 3.3% |
$83.6K - $92.5K
|
74.6K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.22KNew |
$42.8K - $47.4K
|
1.22K
$52K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15KNew |
$40.4K - $44.7K
|
1.15K
$49.1K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.12K+ 8.62% |
$39.4K - $43.6K
|
14.2K
$604K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
437+ 1.36% |
$15.3K - $17K
|
32.6K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
278+ 2.4% |
$9.76K - $10.8K
|
11.9K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
209New |
$7.34K - $8.12K
|
209
$8.92K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
207New |
$7.27K - $8.04K
|
207
$8.83K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
196+ 3.05% |
$6.88K - $7.62K
|
6.62K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
13New |
$457 - $505
|
13
$555
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 1.22% |
$35.1 - $38.9
|
83
$3.54K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 1.22% |
$35.1 - $38.9
|
83
$3.54K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 2.35% |
$70.2 - $77.7
|
83
$3.54K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94- 0.68% |
$3.3K - $3.65K
|
13.7K
$582K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-310- 2.25% |
$10.9K - $12K
|
13.5K
$575K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-473- 3.26% |
$16.6K - $18.4K
|
14K
$598K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.96K- 12.53% |
$68.7K - $76K
|
13.7K
$582K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6K- 15.98% |
$211K - $233K
|
31.5K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-10.5K- 91.0% |
$368K - $407K
|
1.04K
$44.2K
|