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 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
247+ 3.03% |
$39.8K - $47.5K
|
8.41K
$1.55M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
238+ 1.74% |
$38.4K - $45.8K
|
13.9K
$2.57M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
238+ 191.94% |
$38.4K - $45.8K
|
362
$66.9K
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
233+ 21.4% |
$37.6K - $44.8K
|
1.32K
$244K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
212+ 3.17% |
$34.2K - $40.8K
|
6.89K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
198+ 1.42% |
$31.9K - $38.1K
|
14.1K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
195+ 8.1% |
$31.4K - $37.5K
|
2.6K
$481K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
194+ 3.01% |
$31.3K - $37.3K
|
6.63K
$1.23M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
179New |
$28.9K - $34.4K
|
179
$33.1K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
177+ 2.01% |
$28.5K - $34K
|
8.96K
$1.66M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
176+ 11.62% |
$28.4K - $33.8K
|
1.69K
$312K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
162+ 0.11% |
$26.1K - $31.2K
|
148K
$27.3M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
160+ 9.94% |
$25.8K - $30.8K
|
1.77K
$327K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
157+ 0.58% |
$25.3K - $30.2K
|
27.1K
$5.01M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
155+ 8.91% |
$25K - $29.8K
|
1.9K
$350K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
155New |
$25K - $29.8K
|
155
$28.7K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
150+ 4.97% |
$24.2K - $28.8K
|
3.17K
$586K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
146+ 1.79% |
$23.5K - $28.1K
|
8.3K
$1.53M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
137+ 2.42% |
$22.1K - $26.3K
|
5.81K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
136+ 1.07% |
$21.9K - $26.2K
|
12.9K
$2.38M
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
136+ 9.35% |
$21.9K - $26.2K
|
1.59K
$294K
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
135+ 0.91% |
$21.8K - $26K
|
14.9K
$2.76M
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
131New |
$21.1K - $25.2K
|
131
$24.2K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
126+ 2.42% |
$20.3K - $24.2K
|
5.34K
$987K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
125+ 2.38% |
$20.2K - $24K
|
5.38K
$994K
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
120+ 10.09% |
$19.4K - $23.1K
|
1.31K
$242K
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
120+ 0.39% |
$19.4K - $23.1K
|
31.2K
$5.78M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
120+ 2.89% |
$19.4K - $23.1K
|
4.28K
$790K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
118+ 9.83% |
$19K - $22.7K
|
1.32K
$244K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
116+ 6.0% |
$18.7K - $22.3K
|
2.05K
$379K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115+ 0.12% |
$18.5K - $22.1K
|
98.2K
$18.2M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
111+ 3.32% |
$17.9K - $21.3K
|
3.45K
$638K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
110+ 2.57% |
$17.7K - $21.2K
|
4.4K
$813K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
103+ 20.44% |
$16.6K - $19.8K
|
607
$112K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
102New |
$16.4K - $19.6K
|
102
$18.9K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
92+ 2.94% |
$14.8K - $17.7K
|
3.22K
$595K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
90New |
$14.5K - $17.3K
|
90
$16.6K
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
88+ 2.65% |
$14.2K - $16.9K
|
3.41K
$630K
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
85+ 0.83% |
$13.7K - $16.3K
|
10.4K
$1.92M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
81+ 2.87% |
$13.1K - $15.6K
|
2.91K
$537K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.66% |
$12.9K - $15.4K
|
4.89K
$904K
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
75+ 3.45% |
$12.1K - $14.4K
|
2.25K
$416K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
74+ 0.38% |
$11.9K - $14.2K
|
19.4K
$3.59M
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
72+ 5.4% |
$11.6K - $13.8K
|
1.41K
$260K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
70New |
$11.3K - $13.5K
|
70
$12.9K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 220.0% |
$10.6K - $12.7K
|
96
$17.7K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
58New |
$9.35K - $11.2K
|
58
$10.7K
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.69% |
$8.71K - $10.4K
|
3.26K
$602K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
53+ 1.89% |
$8.55K - $10.2K
|
2.85K
$527K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 0.83% |
$8.55K - $10.2K
|
6.47K
$1.2M
|