Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q4 2023. 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 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.06K- 9.76% |
$412K - $495K
|
74.6K
$5.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.03K- 3.44% |
$461K - $555K
|
254K
$18.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.67K- 66.37% |
$494K - $594K
|
4.9K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10.1K- 10.6% |
$514K - $618K
|
84.8K
$6.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-11.8K- 6.95% |
$605K - $728K
|
159K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.6K- 14.38% |
$642K - $772K
|
74.8K
$5.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.6K- 31.76% |
$642K - $772K
|
27K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.6K- 18.21% |
$744K - $895K
|
65.4K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.7K- 1.35% |
$958K - $1.15M
|
1.38M
$100M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-24.3K- 35.52% |
$1.24M - $1.49M
|
44.1K
$3.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-24.9K- 52.7% |
$1.27M - $1.53M
|
22.3K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.5K- 81.58% |
$1.3M - $1.57M
|
5.76K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 55.07% |
$1.66M - $2M
|
26.6K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.2K- 23.26% |
$1.75M - $2.1M
|
113K
$8.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.5K- 31.34% |
$2.02M - $2.42M
|
86.4K
$6.31M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60.8K- 28.53% |
$3.1M - $3.73M
|
152K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-107K- 72.51% |
$5.46M - $6.56M
|
40.5K
$2.96M
|