Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q1 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI IND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3.36K- 14.18% |
$199K - $228K
|
20.3K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.87K- 17.36% |
$229K - $263K
|
18.4K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-4.46K- 7.62% |
$263K - $302K
|
54K
$4.06M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.48K- 23.98% |
$382K - $439K
|
20.5K
$1.54M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-7.71K- 16.73% |
$455K - $522K
|
38.4K
$2.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.3K- 33.18% |
$609K - $699K
|
20.8K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.7K- 22.89% |
$630K - $723K
|
35.9K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.2K- 8.36% |
$661K - $759K
|
123K
$9.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13K- 15.01% |
$766K - $880K
|
73.5K
$5.51M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 11.79% |
$786K - $903K
|
99.6K
$7.47M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.5K- 6.32% |
$795K - $913K
|
200K
$15M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.7K- 42.41% |
$1.1M - $1.27M
|
25.4K
$1.91M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-36.9K- 31.63% |
$2.18M - $2.5M
|
79.8K
$5.99M
|