Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI COM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.44M+ 43.88% |
$62.8M - $71.3M
|
4.71M
$277M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
107K+ 863.43% |
$4.68M - $5.31M
|
119K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100K+ 9.65% |
$4.39M - $4.98M
|
1.14M
$67.2M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
63.7K+ 122.83% |
$2.79M - $3.16M
|
116K
$6.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
59.8KNew |
$2.61M - $2.97M
|
59.8K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57.9K+ 3.32% |
$2.53M - $2.87M
|
1.8M
$106M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
52.6K+ 26.17% |
$2.3M - $2.61M
|
254K
$14.9M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
48.5K+ 190.47% |
$2.12M - $2.41M
|
74K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.1KNew |
$1.49M - $1.69M
|
34.1K
$2.01M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
25.3KNew |
$1.1M - $1.25M
|
25.3K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
20.9K+ 41.76% |
$913K - $1.04M
|
70.8K
$4.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
17.4K+ 38.95% |
$760K - $862K
|
62K
$3.65M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.3K+ 209.67% |
$714K - $810K
|
24.1K
$1.42M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9KNew |
$696K - $789K
|
15.9K
$937K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 33.76% |
$593K - $672K
|
53.7K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 3.52% |
$544K - $617K
|
365K
$21.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 3.52% |
$544K - $617K
|
365K
$21.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
11.7KNew |
$511K - $579K
|
11.7K
$688K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.9K+ 66.26% |
$476K - $540K
|
27.3K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.8KNew |
$429K - $486K
|
9.8K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.77K+ 9.38% |
$384K - $435K
|
102K
$6.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.09K+ 117.49% |
$310K - $352K
|
13.1K
$773K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.4KNew |
$280K - $317K
|
6.4K
$377K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.28K+ 9.35% |
$275K - $312K
|
73.4K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.08K+ 30.89% |
$266K - $302K
|
25.7K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.89K+ 17.9% |
$258K - $292K
|
38.8K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.7K+ 79.93% |
$206K - $233K
|
10.6K
$623K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.49KNew |
$196K - $223K
|
4.49K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.46KNew |
$195K - $222K
|
4.46K
$263K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.45K+ 89.53% |
$195K - $221K
|
9.41K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.5K+ 42.68% |
$153K - $174K
|
11.7K
$690K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.92K+ 12.12% |
$128K - $145K
|
27K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.36K+ 33.22% |
$103K - $117K
|
9.45K
$557K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.34K+ 3.85% |
$102K - $116K
|
63.2K
$3.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.14K+ 4.19% |
$93.5K - $106K
|
53.1K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.1K+ 16.34% |
$91.8K - $104K
|
14.9K
$880K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.04K+ 15.44% |
$89.3K - $101K
|
15.3K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2K+ 50.86% |
$87.7K - $99.5K
|
5.94K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.84K+ 68.63% |
$80.4K - $91.2K
|
4.52K
$266K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
1.75K+ 8.24% |
$76.4K - $86.7K
|
22.9K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.43K+ 72.15% |
$62.3K - $70.7K
|
3.4K
$200K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 50.96% |
$44.3K - $50.3K
|
3K
$177K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
964+ 7.69% |
$42.2K - $47.8K
|
13.5K
$795K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
961+ 1.82% |
$42K - $47.7K
|
53.7K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
888New |
$38.9K - $44.1K
|
888
$52.3K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
864+ 7.97% |
$37.8K - $42.9K
|
11.7K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
841+ 5.2% |
$36.8K - $41.7K
|
17K
$1M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
680New |
$29.8K - $33.7K
|
680
$40.1K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
483+ 8.2% |
$21.1K - $24K
|
6.37K
$375K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
479+ 25.61% |
$21K - $23.8K
|
2.35K
$138K
|