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 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
332+ 0.79% |
$14.7K - $17.6K
|
42.3K
$3.09M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
280New |
$12.4K - $14.9K
|
280
$20.5K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
277+ 2.14% |
$12.3K - $14.7K
|
13.2K
$964K
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
270+ 0.86% |
$12K - $14.4K
|
31.5K
$2.3M
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
268New |
$11.9K - $14.2K
|
268
$19.6K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
202+ 0.37% |
$8.97K - $10.7K
|
55K
$4.02M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
201+ 0.83% |
$8.92K - $10.7K
|
24.3K
$1.77M
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
172New |
$7.64K - $9.14K
|
172
$12.6K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
120New |
$5.33K - $6.38K
|
120
$8.77K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
108New |
$4.79K - $5.74K
|
108
$7.89K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
84+ 37.33% |
$3.73K - $4.46K
|
309
$22.6K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
51+ 1.57% |
$2.26K - $2.71K
|
3.3K
$241K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 18.82% |
$1.55K - $1.86K
|
221
$16.1K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
25New |
$1.11K - $1.33K
|
25
$1.83K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.1% |
$1.07K - $1.28K
|
24K
$1.75M
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
2+ 0.49% |
$88.8 - $106
|
411
$30K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.49% |
$44.4 - $53.2
|
204
$14.9K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.41% |
$44.4 - $53.2
|
244
$17.8K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 12.36% |
$488 - $585
|
78
$5.7K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-17- 0.34% |
$755 - $904
|
5.06K
$369K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-19- 16.38% |
$843 - $1.01K
|
97
$7.09K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-52- 23.53% |
$2.31K - $2.76K
|
169
$12.3K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-58- 0.3% |
$2.57K - $3.08K
|
19.5K
$1.43M
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-65- 17.81% |
$2.89K - $3.45K
|
300
$21.9K
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-150- 1.57% |
$6.66K - $7.97K
|
9.41K
$688K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-181- 5.11% |
$8.03K - $9.62K
|
3.36K
$245K
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-217- 0.59% |
$9.63K - $11.5K
|
36.3K
$2.65M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-238- 45.08% |
$10.6K - $12.6K
|
290
$21.2K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-352- 2.34% |
$15.6K - $18.7K
|
14.7K
$1.07M
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-549- 2.13% |
$24.4K - $29.2K
|
25.2K
$1.84M
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-675- 2.17% |
$30K - $35.9K
|
30.4K
$2.22M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.05K- 84.43% |
$46.7K - $55.9K
|
194
$14.2K
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.19K- 6.58% |
$52.6K - $63K
|
16.8K
$1.23M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 18.99% |
$57.6K - $68.9K
|
5.53K
$404K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.47K- 1.48% |
$65.1K - $78K
|
97.9K
$7.15M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.64K- 25.41% |
$72.8K - $87.2K
|
4.82K
$352K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.25K- 4.22% |
$99.8K - $120K
|
51.1K
$3.73M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.45K- 1.03% |
$109K - $130K
|
235K
$17.2M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.66K- 6.53% |
$163K - $195K
|
52.5K
$3.83M
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4K- 19.14% |
$178K - $213K
|
16.9K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.49K- 4.9% |
$199K - $238K
|
87.1K
$6.36M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.67K- 11.79% |
$296K - $355K
|
49.9K
$3.65M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.67K- 11.79% |
$296K - $355K
|
49.9K
$3.65M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.91K- 12.75% |
$351K - $421K
|
54.2K
$3.96M
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-10.3K- 41.83% |
$457K - $547K
|
14.3K
$1.05M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12.5K- 38.14% |
$554K - $663K
|
20.2K
$1.48M
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-12.6K- 6.62% |
$557K - $667K
|
177K
$12.9M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.4K- 48.93% |
$595K - $712K
|
14K
$1.02M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.2K- 47.29% |
$629K - $753K
|
15.8K
$1.15M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30K- 42.5% |
$1.33M - $1.59M
|
40.5K
$2.96M
|