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 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.01K- 63.13% |
$277K - $343K
|
1.76K
$337K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.07K- 23.98% |
$282K - $349K
|
9.72K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.29K- 5.61% |
$302K - $374K
|
55.3K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-3.36K- 6.28% |
$309K - $382K
|
50.1K
$9.59M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.77K- 16.07% |
$347K - $429K
|
19.7K
$3.77M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.1K- 63.0% |
$377K - $467K
|
2.41K
$461K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.14K- 19.02% |
$381K - $471K
|
17.6K
$3.37M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.49K- 98.01% |
$413K - $511K
|
91
$17.4K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.67K- 38.46% |
$430K - $532K
|
7.47K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.7K- 19.41% |
$433K - $536K
|
19.5K
$3.74M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4.92K- 57.52% |
$453K - $561K
|
3.63K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.53K- 51.21% |
$601K - $745K
|
6.23K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.23K- 16.44% |
$666K - $824K
|
36.8K
$7.04M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.45K- 46.4% |
$685K - $848K
|
8.6K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.2K- 12.8% |
$755K - $935K
|
55.9K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.86K- 50.11% |
$907K - $1.12M
|
9.82K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.2K- 4.56% |
$939K - $1.16M
|
214K
$40.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.4K- 5.87% |
$958K - $1.19M
|
167K
$32M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.5K- 59.96% |
$965K - $1.19M
|
7K
$1.34M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.1K- 12.86% |
$1.2M - $1.49M
|
88.6K
$17M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.8K- 23.43% |
$1.64M - $2.03M
|
58.2K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18K- 12.33% |
$1.66M - $2.06M
|
128K
$24.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.6K- 55.89% |
$1.71M - $2.12M
|
14.7K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-23.4K- 87.59% |
$2.16M - $2.67M
|
3.32K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.6K- 75.99% |
$2.26M - $2.8M
|
7.77K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-25.3K- 3.46% |
$2.33M - $2.88M
|
706K
$135M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.4K- 25.27% |
$2.43M - $3.01M
|
78.2K
$15M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28K- 47.81% |
$2.57M - $3.19M
|
30.5K
$5.85M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-28.9K- 46.28% |
$2.66M - $3.29M
|
33.5K
$6.42M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.4K- 35.19% |
$3.17M - $3.92M
|
63.4K
$12.1M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-34.6K- 38.15% |
$3.18M - $3.94M
|
56.1K
$10.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-37.6K- 63.78% |
$3.46M - $4.29M
|
21.4K
$4.09M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-62.7K- 93.57% |
$5.77M - $7.15M
|
4.31K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-70.6K- 41.02% |
$6.49M - $8.04M
|
101K
$19.4M
|