Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
152K+ 1753.61% |
$24.5M - $29.2M
|
161K
$26.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.5K+ 15.08% |
$4.59M - $5.47M
|
217K
$35.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
26.4KNew |
$4.26M - $5.08M
|
26.4K
$4.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
17.4K+ 40.27% |
$2.8M - $3.34M
|
60.5K
$9.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.3K+ 157.36% |
$1.83M - $2.18M
|
18.5K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.65K+ 15.7% |
$1.23M - $1.47M
|
56.4K
$9.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
6.19K+ 29.39% |
$998K - $1.19M
|
27.2K
$4.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.09K+ 14.68% |
$981K - $1.17M
|
47.5K
$7.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
3.01KNew |
$485K - $578K
|
3.01K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.77KNew |
$447K - $533K
|
2.77K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.24K+ 140.36% |
$362K - $431K
|
3.84K
$624K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.19KNew |
$353K - $421K
|
2.19K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.73K+ 19.17% |
$278K - $332K
|
10.7K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.72KNew |
$277K - $331K
|
1.72K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.52KNew |
$244K - $291K
|
1.52K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.5K+ 10.29% |
$241K - $287K
|
16K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.38K+ 16.42% |
$223K - $266K
|
9.81K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.34K+ 0.56% |
$216K - $258K
|
239K
$38.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 7.92% |
$177K - $211K
|
14.9K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.08K+ 33.56% |
$174K - $208K
|
4.3K
$699K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
985+ 2.2% |
$159K - $189K
|
45.8K
$7.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
983+ 6.47% |
$159K - $189K
|
16.2K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
886+ 76.38% |
$143K - $170K
|
2.05K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
879+ 54.26% |
$142K - $169K
|
2.5K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
878+ 33.59% |
$142K - $169K
|
3.49K
$568K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
831+ 3.66% |
$134K - $160K
|
23.6K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
755+ 2.02% |
$122K - $145K
|
38.1K
$6.19M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
745+ 35.54% |
$120K - $143K
|
2.84K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
640+ 16.35% |
$103K - $123K
|
4.55K
$740K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
638+ 3.46% |
$103K - $123K
|
19.1K
$3.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
616+ 8.66% |
$99.3K - $118K
|
7.73K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
601+ 37.42% |
$96.9K - $116K
|
2.21K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
501+ 42.6% |
$80.8K - $96.3K
|
1.68K
$273K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
447+ 7.59% |
$72.1K - $86K
|
6.34K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
393+ 1.42% |
$63.4K - $75.6K
|
28.1K
$4.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
350+ 23.01% |
$56.4K - $67.3K
|
1.87K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
350New |
$56.4K - $67.3K
|
350
$56.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
317New |
$51.1K - $61K
|
317
$51.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
291New |
$46.9K - $56K
|
291
$47.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
247+ 3.03% |
$39.8K - $47.5K
|
8.41K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
247+ 21.67% |
$39.8K - $47.5K
|
1.39K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
233+ 21.4% |
$37.6K - $44.8K
|
1.32K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
212+ 3.17% |
$34.2K - $40.8K
|
6.89K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
155+ 8.91% |
$25K - $29.8K
|
1.9K
$308K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
137+ 2.42% |
$22.1K - $26.3K
|
5.81K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
136+ 9.35% |
$21.9K - $26.2K
|
1.59K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
135+ 0.91% |
$21.8K - $26K
|
14.9K
$2.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
125+ 2.38% |
$20.2K - $24K
|
5.38K
$875K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
120+ 10.09% |
$19.4K - $23.1K
|
1.31K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
120+ 2.89% |
$19.4K - $23.1K
|
4.28K
$695K
|