Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
252KNew |
$11.4M - $12.3M
|
252K
$12.6M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
193K+ 443.64% |
$8.77M - $9.43M
|
237K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
159KNew |
$7.23M - $7.78M
|
159K
$7.99M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.6K+ 29.56% |
$2.98M - $3.2M
|
288K
$14.4M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
52.3KNew |
$2.37M - $2.55M
|
52.3K
$2.62M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
44K+ 3.75% |
$2M - $2.15M
|
1.22M
$61M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
38.7K+ 50.43% |
$1.75M - $1.89M
|
115K
$5.78M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
33.5K+ 1.54% |
$1.52M - $1.63M
|
2.21M
$111M
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
32.4KNew |
$1.47M - $1.58M
|
32.4K
$1.62M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25.5K+ 77257.58% |
$1.16M - $1.24M
|
25.5K
$1.28M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5K+ 14.63% |
$614K - $660K
|
106K
$5.32M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
13K+ 18.37% |
$588K - $633K
|
83.6K
$4.19M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
12.1K+ 815.19% |
$548K - $589K
|
13.6K
$679K
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
11.8K+ 8.9% |
$533K - $573K
|
144K
$7.21M
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
7.83K+ 11.33% |
$355K - $382K
|
76.9K
$3.85M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.07K+ 12.45% |
$321K - $345K
|
63.9K
$3.2M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.31K+ 5.23% |
$241K - $259K
|
107K
$5.35M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.31K+ 5.23% |
$241K - $259K
|
107K
$5.35M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.7K+ 18.82% |
$213K - $229K
|
29.7K
$1.49M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92K+ 7.99% |
$178K - $191K
|
52.9K
$2.65M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.23K+ 767.86% |
$146K - $157K
|
3.65K
$183K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.96K+ 43.44% |
$134K - $144K
|
9.76K
$489K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.67K+ 2.56% |
$121K - $130K
|
107K
$5.35M
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.11K+ 9.09% |
$95.7K - $103K
|
25.3K
$1.27M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.76KNew |
$79.9K - $85.9K
|
1.76K
$88.2K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.66K+ 22.13% |
$75.1K - $80.7K
|
9.13K
$458K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.58K+ 10.08% |
$71.4K - $76.8K
|
17.2K
$862K
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.45K+ 6.09% |
$65.9K - $70.9K
|
25.3K
$1.27M
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.45K+ 6.57% |
$65.8K - $70.8K
|
23.5K
$1.18M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$45.4K - $48.8K
|
1K
$50.1K
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
983+ 4.03% |
$44.6K - $47.9K
|
25.4K
$1.27M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
913+ 255.03% |
$41.4K - $44.5K
|
1.27K
$63.7K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
900New |
$40.8K - $43.9K
|
900
$45.1K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
863+ 1.7% |
$39.1K - $42.1K
|
51.5K
$2.58M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
641+ 5.79% |
$29.1K - $31.3K
|
11.7K
$587K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
550+ 32.64% |
$24.9K - $26.8K
|
2.24K
$112K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
484New |
$22K - $23.6K
|
484
$24.3K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
380+ 0.92% |
$17.2K - $18.5K
|
41.7K
$2.09M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
372+ 12.64% |
$16.9K - $18.1K
|
3.32K
$166K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
371+ 1.41% |
$16.8K - $18.1K
|
26.7K
$1.34M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
345+ 1.9% |
$15.6K - $16.8K
|
18.5K
$928K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
297+ 1.03% |
$13.5K - $14.5K
|
29.1K
$1.46M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275+ 66.11% |
$12.5K - $13.4K
|
691
$34.6K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
226+ 418.52% |
$10.3K - $11K
|
280
$14K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
208+ 12.55% |
$9.43K - $10.1K
|
1.87K
$93.5K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
202New |
$9.16K - $9.85K
|
202
$10.1K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
180+ 1.97% |
$8.16K - $8.78K
|
9.33K
$467K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
142New |
$6.44K - $6.93K
|
142
$7.12K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
126New |
$5.72K - $6.15K
|
126
$6.31K
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
110+ 1.19% |
$4.99K - $5.36K
|
9.36K
$469K
|