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 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-257- 6.76% |
$41.4K - $49.4K
|
3.55K
$576K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-268- 2.88% |
$43.2K - $51.5K
|
9.02K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-312- 7.27% |
$50.3K - $60K
|
3.98K
$646K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-355- 20.89% |
$57.3K - $68.3K
|
1.34K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-362- 3.98% |
$58.4K - $69.6K
|
8.73K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-400- 71.56% |
$64.5K - $76.9K
|
159
$25.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-542- 88.13% |
$87.4K - $104K
|
73
$11.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-558- 11.67% |
$90K - $107K
|
4.22K
$686K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-570- 10.03% |
$91.9K - $110K
|
5.11K
$831K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-602- 24.48% |
$97.1K - $116K
|
1.86K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-670- 34.43% |
$108K - $129K
|
1.28K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-704- 1.72% |
$114K - $135K
|
40.3K
$6.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-709- 2.12% |
$114K - $136K
|
32.7K
$5.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-760- 3.27% |
$123K - $146K
|
22.5K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-856- 39.85% |
$138K - $165K
|
1.29K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17K- 6.1% |
$188K - $224K
|
18K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.22K- 36.13% |
$196K - $234K
|
2.15K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.23K- 6.78% |
$198K - $236K
|
16.9K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.38K- 6.4% |
$222K - $264K
|
20.1K
$3.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 10.14% |
$238K - $284K
|
13.1K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.75K- 16.21% |
$283K - $337K
|
9.06K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.09K- 10.11% |
$498K - $594K
|
27.5K
$4.47M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.52K- 16.8% |
$568K - $677K
|
17.4K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.61K- 52.8% |
$743K - $886K
|
4.12K
$669K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.9K- 88.07% |
$2.08M - $2.48M
|
1.75K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 43.41% |
$3.75M - $4.47M
|
30.3K
$4.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-47K- 60.56% |
$7.58M - $9.04M
|
30.6K
$4.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-112K- 97.74% |
$18M - $21.5M
|
2.59K
$420K
|