Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Quality (FQAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Quality (FQAL) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR QUALITY .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
340K+ 61.32% |
$14.9M - $16.5M
|
893K
$60.2M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.5K+ 24.92% |
$3.31M - $3.66M
|
378K
$25.5M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.8K+ 23.81% |
$2.8M - $3.1M
|
332K
$22.4M
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
52.5KNew |
$2.3M - $2.55M
|
52.5K
$3.54M
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$1.31M - $1.45M
|
30K
$2.02M
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
24.9K+ 16.48% |
$1.09M - $1.21M
|
176K
$11.8M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.52K+ 30.32% |
$373K - $413K
|
36.6K
$2.47M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.64K+ 36.2% |
$291K - $322K
|
25K
$1.69M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.37K+ 497.13% |
$235K - $261K
|
6.46K
$435K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.12K+ 23.06% |
$224K - $248K
|
27.3K
$1.84M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.08KNew |
$222K - $246K
|
5.08K
$342K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.85KNew |
$212K - $235K
|
4.85K
$327K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
4.81K+ 13.18% |
$211K - $233K
|
41.3K
$2.79M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.41K+ 41.73% |
$193K - $214K
|
15K
$1.01M
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
4.38KNew |
$192K - $213K
|
4.38K
$296K
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.35KNew |
$191K - $211K
|
4.35K
$293K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.27K+ 21.59% |
$187K - $207K
|
24.1K
$1.62M
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.48K+ 0.86% |
$109K - $120K
|
290K
$19.5M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.07K+ 9.7% |
$90.7K - $101K
|
23.4K
$1.58M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67K+ 26.38% |
$73K - $80.9K
|
7.99K
$539K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.44K+ 184.85% |
$63K - $69.9K
|
2.22K
$150K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.41K+ 20.51% |
$61.6K - $68.3K
|
8.27K
$558K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
716+ 13.57% |
$31.3K - $34.7K
|
5.99K
$404K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
658+ 3.67% |
$28.8K - $31.9K
|
18.6K
$1.25M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
607New |
$26.6K - $29.4K
|
607
$40.9K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
581New |
$25.4K - $28.2K
|
581
$39.2K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
338+ 0.86% |
$14.8K - $16.4K
|
39.7K
$2.68M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
182+ 3.2% |
$7.97K - $8.83K
|
5.87K
$396K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45New |
$1.97K - $2.18K
|
45
$3.03K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11New |
$482 - $534
|
11
$742
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-3- 0.01% |
$131 - $146
|
27.7K
$1.87M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-30- 0.17% |
$1.31K - $1.46K
|
18.1K
$1.22M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-38- 1.64% |
$1.66K - $1.84K
|
2.27K
$153K
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-50- 1.11% |
$2.19K - $2.43K
|
4.46K
$301K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-77- 3.03% |
$3.37K - $3.74K
|
2.46K
$166K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-87- 0.23% |
$3.81K - $4.22K
|
37.8K
$2.55M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-177- 1.6% |
$7.75K - $8.59K
|
10.9K
$736K
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-206- 0.5% |
$9.02K - $9.99K
|
41.2K
$2.78M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-389- 1.76% |
$17K - $18.9K
|
21.7K
$1.46M
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-438- 2.93% |
$19.2K - $21.2K
|
14.5K
$980K
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-585- 2.74% |
$25.6K - $28.4K
|
20.7K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-676- 4.02% |
$29.6K - $32.8K
|
16.1K
$1.09M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-898- 36.33% |
$39.3K - $43.6K
|
1.57K
$106K
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.33K- 2.23% |
$58.1K - $64.4K
|
58.1K
$3.92M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.58K- 80.95% |
$69K - $76.5K
|
371
$25K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.06K- 6.64% |
$90.2K - $99.9K
|
29K
$1.95M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.22K- 2.5% |
$97K - $107K
|
86.5K
$5.83M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.06K- 10.9% |
$134K - $148K
|
25K
$1.69M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.23K- 11.57% |
$141K - $157K
|
24.7K
$1.66M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.6KClosed |
$158K - $175K
|
0
$0
|