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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.88K+ 146.16% |
$464K - $553K
|
4.84K
$895K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.77KNew |
$447K - $533K
|
2.77K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.73K+ 2.95% |
$440K - $524K
|
95.2K
$17.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.32KNew |
$374K - $445K
|
2.32K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.24K+ 140.36% |
$362K - $431K
|
3.84K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.19K+ 171.13% |
$353K - $421K
|
3.47K
$641K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.19KNew |
$353K - $421K
|
2.19K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.05K+ 8.4% |
$331K - $394K
|
26.5K
$4.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2K+ 100.0% |
$323K - $385K
|
4K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.92K+ 40.33% |
$309K - $368K
|
6.66K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.9KNew |
$306K - $364K
|
1.9K
$350K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.86K+ 98.1% |
$300K - $357K
|
3.75K
$694K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.84K+ 706.54% |
$296K - $353K
|
2.1K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.82K+ 15.01% |
$293K - $349K
|
13.9K
$2.57M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.76KNew |
$283K - $337K
|
1.76K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.75KNew |
$282K - $336K
|
1.75K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.73K+ 19.17% |
$278K - $332K
|
10.7K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.72KNew |
$277K - $331K
|
1.72K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.66KNew |
$267K - $319K
|
1.66K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.63K+ 1.92% |
$263K - $314K
|
86.4K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 1.99% |
$257K - $307K
|
81.7K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.57K+ 4.36% |
$254K - $302K
|
37.6K
$6.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.56K+ 11.92% |
$251K - $299K
|
14.6K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.52KNew |
$244K - $291K
|
1.52K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.5K+ 10.29% |
$241K - $287K
|
16K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.48K+ 108.94% |
$238K - $284K
|
2.83K
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.47KNew |
$238K - $283K
|
1.47K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.47KNew |
$238K - $283K
|
1.47K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.45K+ 13.61% |
$234K - $279K
|
12.1K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.44KNew |
$231K - $276K
|
1.44K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.39KNew |
$224K - $267K
|
1.39K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.38K+ 16.42% |
$223K - $266K
|
9.81K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.36KNew |
$219K - $261K
|
1.36K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.34K+ 0.56% |
$216K - $258K
|
239K
$44.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.27K+ 11.23% |
$205K - $244K
|
12.6K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.27K+ 126600.0% |
$204K - $243K
|
1.27K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.26KNew |
$203K - $242K
|
1.26K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 7.92% |
$177K - $211K
|
14.9K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08K+ 22.71% |
$175K - $208K
|
5.86K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.08K+ 33.56% |
$174K - $208K
|
4.3K
$794K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
985+ 2.2% |
$159K - $189K
|
45.8K
$8.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
983+ 6.47% |
$159K - $189K
|
16.2K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
975New |
$157K - $187K
|
975
$180K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
971+ 60.05% |
$157K - $187K
|
2.59K
$478K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
960+ 16.9% |
$155K - $185K
|
6.64K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
952+ 73.8% |
$154K - $183K
|
2.24K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
886+ 76.38% |
$143K - $170K
|
2.05K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
879+ 54.26% |
$142K - $169K
|
2.5K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
878+ 33.59% |
$142K - $169K
|
3.49K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
872+ 1.35% |
$141K - $168K
|
65.6K
$12.1M
|