Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q2 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.33M+ 175.42% |
$58.7M - $62.2M
|
2.08M
$104M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
260K+ 73.53% |
$11.5M - $12.2M
|
613K
$30.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
238KNew |
$10.5M - $11.2M
|
238K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157K+ 37.46% |
$6.94M - $7.36M
|
577K
$28.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
150KNew |
$6.63M - $7.04M
|
150K
$7.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
81.8K+ 2096.98% |
$3.61M - $3.84M
|
85.7K
$4.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68K+ 7.5% |
$3M - $3.19M
|
975K
$48.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
51.6K+ 137.83% |
$2.28M - $2.42M
|
89K
$4.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
43.9K+ 39.53% |
$1.94M - $2.06M
|
155K
$7.77M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.1K+ 177.47% |
$1.29M - $1.36M
|
45.5K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.2KNew |
$1.2M - $1.27M
|
27.2K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
24.7K+ 3.33% |
$1.09M - $1.16M
|
766K
$38.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
23.1K+ 38.48% |
$1.02M - $1.08M
|
83.2K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.8K+ 57.73% |
$964K - $1.02M
|
59.6K
$2.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.5K+ 23.1% |
$863K - $916K
|
104K
$5.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.7K+ 249.19% |
$825K - $876K
|
26.2K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
17.3K+ 46.83% |
$765K - $812K
|
54.3K
$2.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 2.0% |
$715K - $759K
|
827K
$41.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 7.93% |
$698K - $740K
|
215K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.3KNew |
$674K - $715K
|
15.3K
$764K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.3K+ 10706.45% |
$587K - $622K
|
13.4K
$671K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
12.1K+ 4.59% |
$534K - $567K
|
275K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.7K+ 30.63% |
$518K - $550K
|
50K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 26.99% |
$517K - $548K
|
55K
$2.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
11.5K+ 14.38% |
$509K - $540K
|
91.5K
$4.59M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
11.2KNew |
$497K - $527K
|
11.2K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.1K+ 55.72% |
$492K - $522K
|
31.1K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8K+ 8.49% |
$477K - $506K
|
138K
$6.92M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10.7K+ 175.48% |
$472K - $501K
|
16.8K
$841K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.97K+ 14.41% |
$396K - $420K
|
71.2K
$3.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
7.98KNew |
$352K - $374K
|
7.98K
$400K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.38KNew |
$326K - $346K
|
7.38K
$370K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.93KNew |
$306K - $325K
|
6.93K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.73K+ 3.12% |
$297K - $315K
|
222K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.56KNew |
$290K - $307K
|
6.56K
$329K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.9K+ 37.97% |
$261K - $276K
|
21.4K
$1.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
5.84KNew |
$258K - $274K
|
5.84K
$293K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.1KNew |
$225K - $239K
|
5.1K
$256K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.94K+ 9.16% |
$174K - $184K
|
46.9K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.61K+ 23.94% |
$160K - $169K
|
18.7K
$937K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.54K+ 26.58% |
$156K - $166K
|
16.9K
$845K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.49K+ 4.0% |
$154K - $164K
|
90.7K
$4.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.32K+ 13.11% |
$147K - $156K
|
28.7K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.17K+ 45.63% |
$140K - $149K
|
10.1K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.57K+ 12.1% |
$114K - $121K
|
23.9K
$1.2M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.31K+ 6.97% |
$102K - $108K
|
35.4K
$1.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.14K+ 12.41% |
$94.3K - $100K
|
19.3K
$969K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.85K+ 8.4% |
$81.7K - $86.7K
|
23.9K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.71K+ 8.53% |
$75.7K - $80.3K
|
21.8K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
1.08K+ 5.62% |
$47.8K - $50.7K
|
20.3K
$1.02M
|