Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI INF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
357+ 2.0% |
$32.9K - $40.7K
|
18.2K
$3.49M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
312+ 297.14% |
$28.7K - $35.6K
|
417
$79.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
307+ 5.92% |
$28.3K - $35K
|
5.49K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
296+ 4.16% |
$27.2K - $33.7K
|
7.41K
$1.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
293+ 10.63% |
$27K - $33.4K
|
3.05K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
289+ 4.84% |
$26.6K - $32.9K
|
6.26K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
276+ 1452.63% |
$25.4K - $31.5K
|
295
$56.5K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
256+ 16.17% |
$23.6K - $29.2K
|
1.84K
$352K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
249+ 2.56% |
$22.9K - $28.4K
|
9.99K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
248+ 7.0% |
$22.8K - $28.3K
|
3.79K
$727K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
246+ 0.91% |
$22.6K - $28K
|
27.3K
$5.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
221+ 1.2% |
$20.3K - $25.2K
|
18.7K
$3.58M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
220+ 8.55% |
$20.2K - $25.1K
|
2.79K
$535K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
200+ 7.12% |
$18.4K - $22.8K
|
3.01K
$576K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
195+ 8.39% |
$17.9K - $22.2K
|
2.52K
$483K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
169+ 2.24% |
$15.6K - $19.3K
|
7.71K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
168+ 3.9% |
$15.5K - $19.1K
|
4.48K
$858K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
162New |
$14.9K - $18.5K
|
162
$31K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
152+ 0.12% |
$14K - $17.3K
|
128K
$24.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
150+ 208.33% |
$13.8K - $17.1K
|
222
$42.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
149+ 2.95% |
$13.7K - $17K
|
5.2K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
126+ 2.65% |
$11.6K - $14.4K
|
4.88K
$935K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117New |
$10.8K - $13.3K
|
117
$22.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
108+ 1.1% |
$9.94K - $12.3K
|
9.96K
$1.91M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
105+ 17.77% |
$9.66K - $12K
|
696
$133K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
104+ 0.37% |
$9.57K - $11.9K
|
28.1K
$5.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
100+ 1.51% |
$9.2K - $11.4K
|
6.7K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
97New |
$8.93K - $11.1K
|
97
$18.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
97+ 1.49% |
$8.93K - $11.1K
|
6.6K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
70New |
$6.44K - $7.98K
|
70
$13.4K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
68New |
$6.26K - $7.75K
|
68
$13K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
63+ 420.0% |
$5.8K - $7.18K
|
78
$14.9K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30+ 83.33% |
$2.76K - $3.42K
|
66
$12.6K
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 0.47% |
$2.76K - $3.42K
|
6.36K
$1.22M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24+ 0.22% |
$2.21K - $2.73K
|
11.1K
$2.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22New |
$2.02K - $2.51K
|
22
$4.22K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10+ 0.16% |
$920 - $1.14K
|
6.33K
$1.21M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10New |
$920 - $1.14K
|
10
$1.92K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$920 - $1.14K
|
4.67K
$895K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
9+ 900.0% |
$828 - $1.03K
|
10
$1.92K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.22% |
$644 - $798
|
3.23K
$619K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.11% |
$552 - $684
|
5.68K
$1.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6+ 0.22% |
$552 - $684
|
2.73K
$523K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.02% |
$460 - $570
|
27.8K
$5.34M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
4+ 0.13% |
$368 - $456
|
3.01K
$577K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4New |
$368 - $456
|
4
$767
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4+ 0.16% |
$368 - $456
|
2.53K
$485K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.1% |
$276 - $342
|
2.87K
$550K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3+ 0.01% |
$276 - $342
|
37.7K
$7.22M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$184 - $228
|
9.25K
$1.77M
|