Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q2 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI MAT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
111K+ 24.37% |
$5.46M - $5.8M
|
565K
$26.9M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.2KNew |
$2.77M - $2.95M
|
56.2K
$2.68M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.6K+ 12.52% |
$2.55M - $2.71M
|
464K
$22.1M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.2K+ 13.86% |
$1.29M - $1.37M
|
215K
$10.2M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.6KNew |
$1.21M - $1.29M
|
24.6K
$1.17M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7K+ 21.4% |
$1.07M - $1.14M
|
123K
$5.86M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3KNew |
$1M - $1.06M
|
20.3K
$964K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.6K+ 3.58% |
$870K - $925K
|
510K
$24.3M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 17.24% |
$847K - $900K
|
117K
$5.56M
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
12.4KNew |
$611K - $649K
|
12.4K
$589K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7.18KNew |
$355K - $377K
|
7.18K
$342K
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.65KNew |
$279K - $297K
|
5.65K
$269K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.6KNew |
$276K - $294K
|
5.6K
$267K
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.1K+ 18.36% |
$202K - $215K
|
26.4K
$1.26M
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.94K+ 70.91% |
$195K - $207K
|
9.5K
$452K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.7K+ 33.97% |
$182K - $194K
|
14.6K
$694K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.62K+ 6.54% |
$179K - $190K
|
59K
$2.81M
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.28K+ 32.64% |
$162K - $172K
|
13.3K
$634K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.42KNew |
$120K - $127K
|
2.42K
$115K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.38K+ 8.87% |
$118K - $125K
|
29.2K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 10.44% |
$72.8K - $77.3K
|
15.6K
$742K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.39KNew |
$68.6K - $72.9K
|
1.39K
$66.2K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.37K+ 1.58% |
$67.7K - $72K
|
88.1K
$4.19M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.22K+ 7.67% |
$60K - $63.8K
|
17.1K
$813K
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
767+ 4.48% |
$37.9K - $40.2K
|
17.9K
$851K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
724+ 5.4% |
$35.7K - $38K
|
14.1K
$673K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
598+ 1.86% |
$29.5K - $31.4K
|
32.8K
$1.56M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
573+ 3.38% |
$28.3K - $30.1K
|
17.5K
$835K
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
566+ 6.58% |
$27.9K - $29.7K
|
9.17K
$436K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 49.85% |
$24.7K - $26.2K
|
1.5K
$71.5K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
385+ 1.46% |
$19K - $20.2K
|
26.7K
$1.27M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
361+ 0.97% |
$17.8K - $18.9K
|
37.7K
$1.79M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
361+ 0.97% |
$17.8K - $18.9K
|
37.7K
$1.79M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
343New |
$16.9K - $18K
|
343
$16.3K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
319+ 1.07% |
$15.7K - $16.7K
|
30.2K
$1.44M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
224New |
$11.1K - $11.8K
|
224
$10.7K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
217+ 83.46% |
$10.7K - $11.4K
|
477
$22.7K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
205+ 4.78% |
$10.1K - $10.8K
|
4.5K
$214K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
130+ 2.7% |
$6.42K - $6.82K
|
4.94K
$235K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
104+ 1.53% |
$5.13K - $5.46K
|
6.92K
$329K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
96+ 1.16% |
$4.74K - $5.04K
|
8.34K
$397K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 1.75% |
$3.65K - $3.88K
|
4.29K
$204K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
66+ 2.21% |
$3.26K - $3.46K
|
3.06K
$145K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
66New |
$3.26K - $3.46K
|
66
$3.14K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33+ 0.14% |
$1.63K - $1.73K
|
24K
$1.14M
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.34% |
$1.04K - $1.1K
|
6.2K
$295K
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
20+ 0.41% |
$987 - $1.05K
|
4.88K
$232K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17+ 1.63% |
$839 - $892
|
1.06K
$50.5K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7+ 0.41% |
$346 - $367
|
1.72K
$81.8K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7+ 0.06% |
$346 - $367
|
11K
$521K
|