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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
871+ 3.94% |
$140K - $167K
|
23K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
831+ 3.66% |
$134K - $160K
|
23.6K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
769+ 8.78% |
$124K - $148K
|
9.52K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
755+ 2.02% |
$122K - $145K
|
38.1K
$7.03M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
745+ 35.54% |
$120K - $143K
|
2.84K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
660+ 13.59% |
$106K - $127K
|
5.52K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
650+ 0.69% |
$105K - $125K
|
95.2K
$17.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
640+ 16.35% |
$103K - $123K
|
4.55K
$842K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
638+ 3.46% |
$103K - $123K
|
19.1K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
621New |
$100K - $119K
|
621
$115K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
621+ 54.28% |
$100K - $119K
|
1.77K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
616+ 8.66% |
$99.3K - $118K
|
7.73K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
608+ 20.58% |
$98.1K - $117K
|
3.56K
$658K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
601+ 37.42% |
$96.9K - $116K
|
2.21K
$408K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
579+ 3.43% |
$93.4K - $111K
|
17.5K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
564+ 0.8% |
$91K - $108K
|
71.5K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
557+ 2.73% |
$89.8K - $107K
|
20.9K
$3.87M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
537New |
$86.6K - $103K
|
537
$99.3K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
505+ 6.22% |
$81.4K - $97.1K
|
8.62K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
501+ 42.6% |
$80.8K - $96.3K
|
1.68K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
490New |
$79K - $94.2K
|
490
$90.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
486+ 0.15% |
$78.4K - $93.5K
|
329K
$60.8M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
483New |
$77.9K - $92.9K
|
483
$89.3K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
463New |
$74.7K - $89K
|
463
$85.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
447+ 7.59% |
$72.1K - $86K
|
6.34K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
439New |
$70.8K - $84.4K
|
439
$81.1K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
408+ 13.12% |
$65.8K - $78.5K
|
3.52K
$650K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
401+ 34.9% |
$64.7K - $77.1K
|
1.55K
$287K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
400+ 12.9% |
$64.5K - $76.9K
|
3.5K
$647K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
393+ 1.42% |
$63.4K - $75.6K
|
28.1K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
373+ 33.91% |
$60.2K - $71.7K
|
1.47K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
367+ 12.83% |
$59.2K - $70.6K
|
3.23K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
355+ 2.18% |
$57.3K - $68.3K
|
16.7K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
350+ 23.01% |
$56.4K - $67.3K
|
1.87K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
350New |
$56.4K - $67.3K
|
350
$64.7K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
344+ 8.47% |
$55.5K - $66.2K
|
4.41K
$815K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
342+ 7.3% |
$55.2K - $65.8K
|
5.03K
$930K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
337+ 26.02% |
$54.3K - $64.8K
|
1.63K
$302K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
330+ 11.95% |
$53.2K - $63.5K
|
3.09K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
317New |
$51.1K - $61K
|
317
$58.6K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
312New |
$50.3K - $60K
|
312
$57.7K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
301New |
$48.5K - $57.9K
|
301
$55.6K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
299+ 3.71% |
$48.2K - $57.5K
|
8.35K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
291New |
$46.9K - $56K
|
291
$53.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
291+ 1.28% |
$46.9K - $56K
|
23K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
275+ 11.96% |
$44.3K - $52.9K
|
2.58K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
272+ 10.81% |
$43.9K - $52.3K
|
2.79K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
267+ 34.5% |
$43.1K - $51.3K
|
1.04K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
262+ 4.54% |
$42.3K - $50.4K
|
6.04K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
247+ 21.67% |
$39.8K - $47.5K
|
1.39K
$256K
|