Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
246K+ 60.99% |
$7.26M - $8.18M
|
650K
$27.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
66.5KNew |
$1.96M - $2.21M
|
66.5K
$2.84M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
66.5KNew |
$1.96M - $2.21M
|
66.5K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.9K+ 48.4% |
$1.88M - $2.12M
|
196K
$8.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.4K+ 38.67% |
$1.81M - $2.04M
|
220K
$9.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1KNew |
$799K - $900K
|
27.1K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 8.17% |
$609K - $686K
|
274K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.8KNew |
$496K - $559K
|
16.8K
$718K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$342K - $386K
|
11.6K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.07K+ 1209.6% |
$267K - $301K
|
9.82K
$419K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
8.14KNew |
$240K - $270K
|
8.14K
$347K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.16K+ 2.63% |
$34.1K - $38.5K
|
45.2K
$1.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
857New |
$25.2K - $28.5K
|
857
$36.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
702+ 2.66% |
$20.7K - $23.3K
|
27.1K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
432+ 288.0% |
$12.7K - $14.3K
|
582
$24.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
170+ 1.82% |
$5.01K - $5.65K
|
9.5K
$405K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
72New |
$2.12K - $2.39K
|
72
$3.07K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66New |
$1.94K - $2.19K
|
66
$2.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
48+ 0.56% |
$1.41K - $1.59K
|
8.64K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
13New |
$383 - $432
|
13
$555
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.6K- 16.62% |
$370K - $417K
|
63.1K
$2.69M
|