Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
454+ 56.12% |
$18.2K - $21.1K
|
1.26K
$63.4K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
451New |
$18.1K - $21K
|
451
$22.6K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
330+ 2.12% |
$13.2K - $15.3K
|
15.9K
$797K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
302New |
$12.1K - $14K
|
302
$15.2K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
250New |
$10K - $11.6K
|
250
$12.6K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
239+ 0.96% |
$9.6K - $11.1K
|
25K
$1.26M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138+ 1.41% |
$5.54K - $6.42K
|
9.95K
$500K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
104+ 3.62% |
$4.18K - $4.84K
|
2.98K
$150K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
71+ 0.53% |
$2.85K - $3.3K
|
13.5K
$678K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
59New |
$2.37K - $2.74K
|
59
$2.96K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
59+ 0.08% |
$2.37K - $2.74K
|
73.1K
$3.67M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
49+ 0.29% |
$1.97K - $2.28K
|
16.8K
$845K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 7.09% |
$1.61K - $1.86K
|
604
$30.3K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38+ 0.28% |
$1.53K - $1.77K
|
13.5K
$678K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23New |
$923 - $1.07K
|
23
$1.16K
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15+ 0.15% |
$602 - $698
|
9.71K
$488K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15New |
$602 - $698
|
15
$753
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.16% |
$80.3 - $93
|
1.22K
$61.1K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$40.2 - $46.5
|
7.45K
$374K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.61% |
$40.2 - $46.5
|
165
$8.29K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-62- 1.33% |
$2.49K - $2.88K
|
4.59K
$230K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-112- 2.1% |
$4.5K - $5.21K
|
5.22K
$262K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-167- 1.34% |
$6.71K - $7.77K
|
12.3K
$618K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-183- 5.24% |
$7.35K - $8.51K
|
3.31K
$166K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-231- 17.28% |
$9.27K - $10.7K
|
1.11K
$55.5K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-239- 1.07% |
$9.6K - $11.1K
|
22.1K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-359- 1.02% |
$14.4K - $16.7K
|
34.9K
$1.75M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-484- 5.77% |
$19.4K - $22.5K
|
7.91K
$397K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-521- 0.47% |
$20.9K - $24.2K
|
111K
$5.59M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-583- 56.17% |
$23.4K - $27.1K
|
455
$22.9K
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-726- 4.48% |
$29.1K - $33.8K
|
15.5K
$777K
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-778- 78.51% |
$31.2K - $36.2K
|
213
$10.7K
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-795- 2.94% |
$31.9K - $37K
|
26.2K
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-803- 5.89% |
$32.2K - $37.3K
|
12.8K
$644K
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.21K- 8.31% |
$48.6K - $56.3K
|
13.4K
$671K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.29K- 17.28% |
$51.6K - $59.8K
|
6.16K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 11.27% |
$60.4K - $70K
|
11.8K
$595K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.97K- 14.52% |
$79K - $91.5K
|
11.6K
$582K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.28K- 6.05% |
$91.7K - $106K
|
35.5K
$1.78M
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.43K- 30.12% |
$97.6K - $113K
|
5.64K
$283K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.52K- 5.22% |
$101K - $117K
|
45.7K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.75K- 3.32% |
$150K - $174K
|
109K
$5.49M
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-3.99K- 19.4% |
$160K - $185K
|
16.6K
$832K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.22K- 99.53% |
$169K - $196K
|
20
$1K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.26K- 22.93% |
$171K - $198K
|
14.3K
$719K
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-4.32K- 11.75% |
$173K - $201K
|
32.4K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.35K- 17.59% |
$175K - $202K
|
20.4K
$1.02M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.44K- 20.67% |
$178K - $207K
|
17.1K
$856K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.19K- 8.73% |
$208K - $241K
|
54.2K
$2.72M
|