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 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.13K- 6.2% |
$182K - $217K
|
17.1K
$3.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17K- 6.1% |
$188K - $224K
|
18K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.22K- 36.13% |
$196K - $234K
|
2.15K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.23K- 6.78% |
$198K - $236K
|
16.9K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.29K- 2.25% |
$209K - $249K
|
56.3K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.32K- 5.43% |
$213K - $253K
|
23K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.38K- 6.4% |
$222K - $264K
|
20.1K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.41K- 3.81% |
$227K - $270K
|
35.5K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.45K- 99.79% |
$234K - $279K
|
3
$555
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.46K- 46.63% |
$235K - $281K
|
1.67K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 10.14% |
$238K - $284K
|
13.1K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.49K- 4.61% |
$241K - $287K
|
30.9K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.56K- 8.18% |
$252K - $300K
|
17.5K
$3.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.75K- 16.21% |
$283K - $337K
|
9.06K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 4.18% |
$294K - $351K
|
41.9K
$7.74M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.83K- 20.3% |
$295K - $351K
|
7.17K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.03K- 8.7% |
$328K - $391K
|
21.3K
$3.94M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.08K- 41.84% |
$335K - $400K
|
2.89K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.16K- 3.51% |
$349K - $416K
|
59.4K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.29K- 7.38% |
$370K - $441K
|
28.8K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.32K- 17.17% |
$374K - $447K
|
11.2K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.68K- 16.61% |
$431K - $514K
|
13.4K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.81K- 54.18% |
$452K - $539K
|
2.37K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.01K- 3.58% |
$485K - $579K
|
81K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.09K- 10.11% |
$498K - $594K
|
27.5K
$5.08M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.52K- 16.8% |
$568K - $677K
|
17.4K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.56K- 27.62% |
$573K - $684K
|
9.32K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.11K- 3.42% |
$663K - $791K
|
116K
$21.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.61K- 52.8% |
$743K - $886K
|
4.12K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.76K- 8.12% |
$767K - $915K
|
53.8K
$9.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.27K- 60.92% |
$849K - $1.01M
|
3.38K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.54K- 53.8% |
$1.05M - $1.26M
|
5.61K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.03K- 32.76% |
$1.3M - $1.54M
|
16.5K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.1K- 69.47% |
$1.47M - $1.75M
|
4K
$739K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-9.45K- 35.6% |
$1.52M - $1.82M
|
17.1K
$3.16M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-10.7K- 29.37% |
$1.72M - $2.05M
|
25.6K
$4.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.9K- 88.07% |
$2.08M - $2.48M
|
1.75K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.9K- 9.64% |
$2.56M - $3.06M
|
149K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.8K- 8.23% |
$3.35M - $3.99M
|
231K
$42.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 93.72% |
$3.73M - $4.44M
|
1.55K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 43.41% |
$3.75M - $4.47M
|
30.3K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-27.3K- 6.95% |
$4.4M - $5.25M
|
365K
$67.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-28K- 74.32% |
$4.52M - $5.39M
|
9.68K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.7K- 6.13% |
$5.6M - $6.68M
|
532K
$98.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.1K- 4.74% |
$5.98M - $7.13M
|
744K
$138M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-47K- 60.56% |
$7.58M - $9.04M
|
30.6K
$5.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-73.2K- 4.69% |
$11.8M - $14.1M
|
1.49M
$275M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-111K- 51.41% |
$18M - $21.4M
|
105K
$19.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-112K- 97.74% |
$18M - $21.5M
|
2.59K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-118K- 65.77% |
$19M - $22.7M
|
61.4K
$11.3M
|