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 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 0.77% |
$968 - $1.15K
|
775
$143K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-6- 0.2% |
$968 - $1.15K
|
2.93K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6- 0.08% |
$968 - $1.15K
|
7.18K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14- 0.53% |
$2.26K - $2.69K
|
2.61K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-15- 0.25% |
$2.42K - $2.88K
|
5.91K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.65% |
$2.74K - $3.27K
|
2.6K
$481K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-20- 1.19% |
$3.23K - $3.85K
|
1.66K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-26- 0.65% |
$4.19K - $5K
|
3.99K
$737K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27- 0.65% |
$4.35K - $5.19K
|
4.16K
$769K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-28- 0.85% |
$4.52K - $5.38K
|
3.26K
$602K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-30- 16.22% |
$4.84K - $5.77K
|
155
$28.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-30- 0.28% |
$4.84K - $5.77K
|
10.6K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-32- 1.05% |
$5.16K - $6.15K
|
3.03K
$560K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-35- 1.66% |
$5.64K - $6.73K
|
2.08K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36- 1.78% |
$5.81K - $6.92K
|
1.99K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40- 2.54% |
$6.45K - $7.69K
|
1.53K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-47- 1.0% |
$7.58K - $9.04K
|
4.67K
$864K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-48- 97.96% |
$7.74K - $9.23K
|
1
$185
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 1.48% |
$8.06K - $9.62K
|
3.32K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-51- 1.0% |
$8.22K - $9.81K
|
5.06K
$935K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-51- 2.7% |
$8.22K - $9.81K
|
1.84K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-52- 2.76% |
$8.39K - $10K
|
1.83K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-52- 0.48% |
$8.39K - $10K
|
10.7K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-60- 0.92% |
$9.68K - $11.5K
|
6.43K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-73Closed |
$11.8K - $14K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-73- 0.17% |
$11.8K - $14K
|
42K
$7.76M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-81- 1.05% |
$13.1K - $15.6K
|
7.6K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-82- 2.99% |
$13.2K - $15.8K
|
2.66K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-91- 1.33% |
$14.7K - $17.5K
|
6.74K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-93- 2.7% |
$15K - $17.9K
|
3.35K
$620K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-94- 2.71% |
$15.2K - $18.1K
|
3.37K
$623K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-97- 0.92% |
$15.6K - $18.7K
|
10.4K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-98- 2.05% |
$15.8K - $18.8K
|
4.67K
$864K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-100- 5.35% |
$16.1K - $19.2K
|
1.77K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-104- 6.77% |
$16.8K - $20K
|
1.43K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-122- 5.47% |
$19.7K - $23.5K
|
2.11K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-123- 5.76% |
$19.8K - $23.7K
|
2.01K
$372K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-127- 49.61% |
$20.5K - $24.4K
|
129
$23.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-128- 22.61% |
$20.6K - $24.6K
|
438
$81K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-135- 5.24% |
$21.8K - $26K
|
2.44K
$451K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-140- 37.74% |
$22.6K - $26.9K
|
231
$42.7K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-142- 7.35% |
$22.9K - $27.3K
|
1.79K
$331K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-145- 6.64% |
$23.4K - $27.9K
|
2.04K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-150- 57.47% |
$24.2K - $28.8K
|
111
$20.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-155- 3.97% |
$25K - $29.8K
|
3.75K
$693K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-159- 2.24% |
$25.6K - $30.6K
|
6.93K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-159- 5.08% |
$25.6K - $30.6K
|
2.97K
$550K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-160- 9.3% |
$25.8K - $30.8K
|
1.56K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-165- 1.75% |
$26.6K - $31.7K
|
9.24K
$1.71M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-166- 2.03% |
$26.8K - $31.9K
|
8.02K
$1.48M
|