Purchases and Sales Made in Q3 2021 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q3 2021. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
656K+ 6697.45% |
$27.5M - $29M
|
666K
$33.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
122KNew |
$5.11M - $5.39M
|
122K
$6.13M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
74.6K+ 435.5% |
$3.12M - $3.3M
|
91.7K
$4.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.7K+ 26.11% |
$1.99M - $2.11M
|
230K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.3KNew |
$1.98M - $2.09M
|
47.3K
$2.37M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
47K+ 107.94% |
$1.97M - $2.08M
|
90.6K
$4.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39KNew |
$1.63M - $1.72M
|
39K
$1.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
35.7KNew |
$1.49M - $1.58M
|
35.7K
$1.79M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
33.9K+ 13.36% |
$1.42M - $1.5M
|
288K
$14.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24K+ 3.42% |
$1M - $1.06M
|
725K
$36.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.2K+ 203.3% |
$973K - $1.03M
|
34.7K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8K+ 76.29% |
$744K - $786K
|
41.1K
$2.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.9KNew |
$706K - $746K
|
16.9K
$847K
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.9K+ 1.67% |
$625K - $661K
|
911K
$45.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
14.3KNew |
$599K - $633K
|
14.3K
$719K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.7K+ 50.18% |
$530K - $560K
|
37.9K
$1.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 4.22% |
$521K - $550K
|
307K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
7.66KNew |
$321K - $339K
|
7.66K
$385K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.64K+ 2.99% |
$320K - $338K
|
263K
$13.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
7.47KNew |
$313K - $330K
|
7.47K
$375K
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.36KNew |
$308K - $326K
|
7.36K
$370K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.21KNew |
$260K - $275K
|
6.21K
$312K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.19KNew |
$259K - $274K
|
6.19K
$311K
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.88KNew |
$204K - $216K
|
4.88K
$245K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 4.13% |
$184K - $194K
|
111K
$5.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.23K+ 47.85% |
$177K - $187K
|
13.1K
$656K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.27K+ 5.91% |
$137K - $145K
|
58.6K
$2.94M
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
3.22K+ 13.56% |
$135K - $142K
|
27K
$1.35M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.79KNew |
$117K - $123K
|
2.79K
$140K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.63K+ 9.24% |
$110K - $116K
|
31.1K
$1.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
2.37K+ 15.82% |
$99.2K - $105K
|
17.4K
$872K
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.94K+ 2.36% |
$81.3K - $85.9K
|
84.2K
$4.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 14.84% |
$72.9K - $77K
|
13.5K
$677K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.64K+ 3.07% |
$68.7K - $72.5K
|
55.1K
$2.77M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.45K+ 7.1% |
$60.7K - $64.1K
|
21.9K
$1.1M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 53.15% |
$49.4K - $52.2K
|
3.4K
$171K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.17K+ 6.71% |
$48.9K - $51.7K
|
18.6K
$934K
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.13K+ 9.89% |
$47.3K - $50K
|
12.6K
$631K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 11.29% |
$44.6K - $47.1K
|
10.5K
$528K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
990+ 3.56% |
$41.4K - $43.8K
|
28.8K
$1.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
985+ 59.7% |
$41.2K - $43.5K
|
2.64K
$132K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
857New |
$35.9K - $37.9K
|
857
$43K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
737+ 105.74% |
$30.8K - $32.6K
|
1.43K
$72K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
631+ 133.97% |
$26.4K - $27.9K
|
1.1K
$55.3K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
589+ 195.03% |
$24.6K - $26K
|
891
$44.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
580+ 33.03% |
$24.3K - $25.6K
|
2.34K
$117K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
564+ 4.04% |
$23.6K - $24.9K
|
14.5K
$730K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
537+ 12.63% |
$22.5K - $23.7K
|
4.79K
$240K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
513+ 0.69% |
$21.5K - $22.7K
|
74.5K
$3.74M
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
415+ 1.09% |
$17.4K - $18.3K
|
38.4K
$1.93M
|