Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 60.14% |
$5.32M - $6.37M
|
319K
$23.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 678.56% |
$5.25M - $6.29M
|
136K
$10.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
115K+ 160.75% |
$5.12M - $6.13M
|
187K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.5KNew |
$2.95M - $3.53M
|
66.5K
$4.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
63.1KNew |
$2.8M - $3.35M
|
63.1K
$4.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
44.3KNew |
$1.96M - $2.35M
|
44.3K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.4K+ 399.22% |
$907K - $1.09M
|
25.6K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
15.9KNew |
$705K - $844K
|
15.9K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.7K+ 18.01% |
$650K - $779K
|
96K
$7.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.7K+ 21.29% |
$607K - $727K
|
78K
$5.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 32.08% |
$529K - $634K
|
49.1K
$3.68M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.3KNew |
$458K - $549K
|
10.3K
$775K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.35K+ 42.36% |
$415K - $497K
|
31.4K
$2.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9.11KNew |
$404K - $484K
|
9.11K
$684K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.91KNew |
$307K - $367K
|
6.91K
$519K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.66KNew |
$296K - $354K
|
6.66K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.42KNew |
$285K - $341K
|
6.42K
$482K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.09K+ 9.97% |
$271K - $324K
|
67.2K
$5.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.8KNew |
$258K - $308K
|
5.8K
$435K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.33KNew |
$236K - $283K
|
5.33K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.89K+ 0.44% |
$217K - $260K
|
1.12M
$84.1M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
4.48K+ 17.3% |
$199K - $238K
|
30.4K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.28KNew |
$190K - $228K
|
4.28K
$321K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.26KNew |
$189K - $226K
|
4.26K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4KNew |
$178K - $213K
|
4K
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4KNew |
$178K - $213K
|
4K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.97KNew |
$176K - $211K
|
3.97K
$298K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.54KNew |
$157K - $188K
|
3.54K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.03K+ 3.15% |
$135K - $161K
|
99.3K
$7.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.52K+ 3.92% |
$112K - $134K
|
66.7K
$5.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.94K+ 3.46% |
$86K - $103K
|
57.9K
$4.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 12.6% |
$83.2K - $99.7K
|
16.8K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.42K+ 1.37% |
$62.8K - $75.2K
|
105K
$7.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.41K+ 16.09% |
$62.7K - $75K
|
10.2K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.04K+ 277.01% |
$46K - $55.1K
|
1.41K
$106K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
940New |
$41.7K - $50K
|
940
$70.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
869+ 14.43% |
$38.6K - $46.2K
|
6.89K
$517K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
822+ 17.1% |
$36.5K - $43.7K
|
5.63K
$422K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
781+ 5.58% |
$34.7K - $41.5K
|
14.8K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
729New |
$32.4K - $38.7K
|
729
$54.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
706+ 4.76% |
$31.3K - $37.5K
|
15.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
704+ 3.46% |
$31.3K - $37.4K
|
21.1K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
516New |
$22.9K - $27.4K
|
516
$38.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
500New |
$22.2K - $26.6K
|
500
$37.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
480+ 9.92% |
$21.3K - $25.5K
|
5.32K
$399K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
451New |
$20K - $24K
|
451
$33.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
439+ 1.16% |
$19.5K - $23.3K
|
38.2K
$2.87M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
421+ 11.76% |
$18.7K - $22.4K
|
4K
$300K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
395+ 5.94% |
$17.5K - $21K
|
7.05K
$529K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
385+ 5.88% |
$17.1K - $20.5K
|
6.93K
$520K
|