Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
159KNew |
$7.6M - $8.75M
|
159K
$8.06M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
37.5K+ 707.22% |
$1.8M - $2.07M
|
42.8K
$2.18M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36.5KNew |
$1.75M - $2.01M
|
36.5K
$1.86M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35.6K+ 5331.74% |
$1.71M - $1.96M
|
36.3K
$1.85M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
33.5KNew |
$1.6M - $1.85M
|
33.5K
$1.7M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.2K+ 23.62% |
$775K - $892K
|
84.6K
$4.31M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.2KNew |
$730K - $840K
|
15.2K
$774K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
13.1K+ 117.72% |
$626K - $721K
|
24.2K
$1.23M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
12.5K+ 19.44% |
$600K - $691K
|
77K
$3.91M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.5KNew |
$597K - $687K
|
12.5K
$634K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 34.36% |
$491K - $566K
|
40.1K
$2.04M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.87K+ 25.72% |
$377K - $434K
|
38.5K
$1.96M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.77K+ 28.85% |
$372K - $429K
|
34.7K
$1.77M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.97K+ 5.74% |
$286K - $329K
|
110K
$5.6M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.84K+ 253.93% |
$280K - $322K
|
8.14K
$414K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.7K+ 26.76% |
$273K - $314K
|
27K
$1.37M
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.65K+ 8.68% |
$79.2K - $91.1K
|
20.7K
$1.05M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.19K+ 6.46% |
$57.1K - $65.7K
|
19.6K
$998K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
895+ 360.89% |
$42.9K - $49.4K
|
1.14K
$58.1K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
776+ 111.33% |
$37.2K - $42.8K
|
1.47K
$74.9K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
740+ 19.48% |
$35.5K - $40.8K
|
4.54K
$231K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
689New |
$33K - $38K
|
689
$35K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
685+ 11.81% |
$32.8K - $37.8K
|
6.48K
$330K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
677+ 497.79% |
$32.4K - $37.4K
|
813
$41.4K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
478New |
$22.9K - $26.4K
|
478
$24.3K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
358+ 2.46% |
$17.2K - $19.8K
|
14.9K
$758K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
342+ 99.13% |
$16.4K - $18.9K
|
687
$34.9K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
230New |
$11K - $12.7K
|
230
$11.7K
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
221+ 5.05% |
$10.6K - $12.2K
|
4.6K
$234K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
194+ 4.68% |
$9.3K - $10.7K
|
4.34K
$221K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
146New |
$7K - $8.05K
|
146
$7.43K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
106New |
$5.08K - $5.85K
|
106
$5.39K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
106New |
$5.08K - $5.85K
|
106
$5.39K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$4.79K - $5.52K
|
100
$5.09K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
64+ 5.37% |
$3.07K - $3.53K
|
1.26K
$63.9K
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
63+ 1.1% |
$3.02K - $3.48K
|
5.79K
$294K
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
52+ 0.33% |
$2.49K - $2.87K
|
15.6K
$796K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
50New |
$2.4K - $2.76K
|
50
$2.54K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 1.24% |
$623 - $717
|
1.07K
$54.2K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
11New |
$527 - $607
|
11
$560
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.13% |
$95.8 - $110
|
1.51K
$76.6K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.41% |
$95.8 - $110
|
484
$24.6K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.18% |
$47.9 - $55.2
|
552
$28.1K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 42.86% |
$288 - $331
|
8
$407
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8- 0.27% |
$383 - $441
|
2.91K
$148K
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-60- 0.35% |
$2.88K - $3.31K
|
17.3K
$879K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-70- 0.64% |
$3.35K - $3.86K
|
10.9K
$556K
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-70- 1.44% |
$3.35K - $3.86K
|
4.8K
$244K
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-104- 1.08% |
$4.98K - $5.74K
|
9.5K
$483K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-274- 20.82% |
$13.1K - $15.1K
|
1.04K
$53K
|