Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr New Mill (FMIL)
This table provides information about the institutional ownership of Fidelity Covington Tr New Mill (FMIL) during Q4 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR NEW MILL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
572KNew |
N/A
|
572K
$0
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
212K+ 887.38% |
N/A
|
236K
$0
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
157KNew |
N/A
|
157K
$0
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.4KNew |
N/A
|
32.4K
$0
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.6K+ 27.05% |
N/A
|
101K
$0
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.5KNew |
N/A
|
20.5K
$0
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.1K+ 23.07% |
N/A
|
96.4K
$0
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8K+ 19.14% |
N/A
|
104K
$0
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.8KNew |
N/A
|
13.8K
$0
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.82KNew |
N/A
|
7.82K
$0
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.51K+ 66.5% |
N/A
|
16.3K
$0
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.24KNew |
N/A
|
6.24K
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23KNew |
N/A
|
3.23K
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
605New |
N/A
|
605
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
445+ 3.39% |
N/A
|
13.6K
$0
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.84% |
N/A
|
120
$0
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.84% |
N/A
|
120
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-319- 3.87% |
N/A
|
7.92K
$0
|