Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
814+ 7.2% |
$24.3K - $27.5K
|
12.1K
$764K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
622New |
$18.6K - $21K
|
622
$39.2K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
501New |
$15K - $16.9K
|
501
$31.6K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$12K - $13.5K
|
400
$25.2K
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
317+ 2.53% |
$9.48K - $10.7K
|
12.9K
$810K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
194+ 1.9% |
$5.8K - $6.55K
|
10.4K
$656K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
190+ 1.67% |
$5.68K - $6.42K
|
11.6K
$729K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
138New |
$4.12K - $4.66K
|
138
$8.7K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$2.99K - $3.38K
|
100
$6.3K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
75New |
$2.24K - $2.53K
|
75
$4.73K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
71+ 0.94% |
$2.12K - $2.4K
|
7.65K
$482K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
71+ 0.68% |
$2.12K - $2.4K
|
10.5K
$662K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7New |
$209 - $236
|
7
$441
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 2.38% |
$29.9 - $33.8
|
43
$2.71K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.09% |
$29.9 - $33.8
|
1.14K
$71.6K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-5- 0.74% |
$149 - $169
|
675
$42.5K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-45- 0.28% |
$1.35K - $1.52K
|
16.2K
$1.02M
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-84Closed |
$2.51K - $2.84K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-123- 0.34% |
$3.68K - $4.15K
|
36.6K
$2.31M
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-227- 0.54% |
$6.79K - $7.67K
|
41.9K
$2.64M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-388- 4.12% |
$11.6K - $13.1K
|
9.03K
$569K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-413- 52.21% |
$12.3K - $14K
|
378
$23.8K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-553- 64.45% |
$16.5K - $18.7K
|
305
$19.2K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-913- 2.42% |
$27.3K - $30.8K
|
36.8K
$2.32M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.22K- 6.31% |
$36.3K - $41.1K
|
18.1K
$1.14M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.28K- 3.22% |
$38.3K - $43.2K
|
38.5K
$2.43M
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-1.85K- 3.64% |
$55.2K - $62.4K
|
48.9K
$3.09M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.01K- 3.56% |
$60.2K - $68K
|
54.5K
$3.44M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.37K- 5.47% |
$70.7K - $79.9K
|
40.9K
$2.58M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.49K- 27.11% |
$74.4K - $84K
|
6.69K
$422K
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-2.54K- 13.48% |
$76K - $85.9K
|
16.3K
$1.03M
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-3.66K- 18.29% |
$109K - $123K
|
16.3K
$1.03M
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-3.86K- 25.81% |
$115K - $130K
|
11.1K
$700K
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.1K- 18.72% |
$123K - $138K
|
17.8K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.25K- 89.86% |
$127K - $144K
|
480
$30.3K
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.4K- 17.38% |
$132K - $149K
|
20.9K
$1.32M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.04K- 10.58% |
$151K - $170K
|
42.6K
$2.69M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.27K- 10.93% |
$158K - $178K
|
43K
$2.71M
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.6K- 9.95% |
$197K - $223K
|
59.7K
$3.76M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-7.09K- 9.54% |
$212K - $240K
|
67.3K
$4.24M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.13K- 43.46% |
$243K - $275K
|
10.6K
$667K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.2K- 75.57% |
$305K - $345K
|
3.3K
$208K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 22.39% |
$321K - $362K
|
37.2K
$2.34M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.6K- 63.74% |
$375K - $424K
|
7.15K
$450K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 51.56% |
$439K - $496K
|
13.8K
$869K
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-15.7K- 67.35% |
$470K - $531K
|
7.62K
$480K
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-24.5K- 6.09% |
$732K - $828K
|
377K
$23.8M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67K- 24.68% |
$2M - $2.26M
|
204K
$12.9M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-90.6K- 6.89% |
$2.71M - $3.06M
|
1.22M
$77.2M
|