Purchases and Sales Made in Q2 2021 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
596K+ 31.04% |
$61.9M - $70.4M
|
2.51M
$468M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
405KNew |
$42.1M - $47.8M
|
405K
$75.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
248K+ 27.58% |
$25.7M - $29.3M
|
1.15M
$213M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.6KNew |
$10.2M - $11.5M
|
97.6K
$18.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
97.3K+ 11699.88% |
$10.1M - $11.5M
|
98.2K
$18.3M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.6K+ 18.98% |
$8.38M - $9.52M
|
505K
$94M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
40.3K+ 473.81% |
$4.18M - $4.76M
|
48.7K
$9.07M
|
|
|
Aug 12, 2021
Q2 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
33.6K+ 5.3% |
$3.49M - $3.97M
|
668K
$124M
|
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
BUY
|
- |
22.2KNew |
$2.3M - $2.62M
|
22.2K
$4.12M
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21K+ 16.88% |
$2.19M - $2.49M
|
146K
$27.1M
|
|
|
Aug 09, 2021
Q2 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
18.6KNew |
$1.93M - $2.2M
|
18.6K
$3.46M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1KNew |
$1.88M - $2.14M
|
18.1K
$3.37M
|
|
|
Jul 12, 2021
Q2 2021
|
American National Bank
|
BUY
|
- |
17KNew |
$1.77M - $2.01M
|
17K
$3.16M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.5KNew |
$1.72M - $1.95M
|
16.5K
$3.07M
|
|
|
Aug 16, 2021
Q2 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
15.7K+ 192.76% |
$1.63M - $1.86M
|
23.9K
$4.44M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.3K+ 11687.7% |
$1.48M - $1.69M
|
14.4K
$2.68M
|
|
|
Jul 15, 2021
Q2 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
11.5KNew |
$1.19M - $1.35M
|
11.5K
$2.13M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
9.39K+ 3.51% |
$976K - $1.11M
|
277K
$51.6M
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.22K+ 24.45% |
$958K - $1.09M
|
46.9K
$8.72M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.01KNew |
$937K - $1.06M
|
9.01K
$1.68M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.69K+ 40.48% |
$904K - $1.03M
|
30.2K
$5.61M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.63K+ 33.07% |
$897K - $1.02M
|
34.7K
$6.46M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.61K+ 5.69% |
$687K - $781K
|
123K
$22.8M
|
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.38K+ 73.91% |
$664K - $754K
|
15K
$2.79M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.2KNew |
$645K - $733K
|
6.2K
$1.15M
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
6.15K+ 18.11% |
$639K - $727K
|
40.1K
$7.46M
|
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.75K+ 11.52% |
$598K - $680K
|
55.7K
$10.4M
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
5.12KNew |
$532K - $605K
|
5.12K
$952K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.74K+ 59.52% |
$492K - $560K
|
12.7K
$2.36M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.53K+ 35.02% |
$471K - $536K
|
17.5K
$3.25M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.25K+ 3.96% |
$442K - $502K
|
111K
$20.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.23K+ 62.56% |
$440K - $500K
|
11K
$2.04M
|
|
|
Jul 21, 2021
Q2 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.65K+ 8.8% |
$379K - $431K
|
45.1K
$8.39M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.21K+ 7.35% |
$334K - $379K
|
46.9K
$8.72M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.03K+ 12.07% |
$315K - $358K
|
28.1K
$5.23M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.93K+ 75.93% |
$304K - $346K
|
6.78K
$1.26M
|
|
|
Aug 04, 2021
Q2 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.83K+ 8.38% |
$295K - $335K
|
36.6K
$6.82M
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
2.67K+ 7.01% |
$277K - $315K
|
40.7K
$7.56M
|
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.44K+ 39.83% |
$254K - $288K
|
8.57K
$1.59M
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.39K+ 6.29% |
$248K - $282K
|
40.3K
$7.5M
|
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.32K+ 10.72% |
$241K - $274K
|
23.9K
$4.45M
|
|
|
Jul 27, 2021
Q2 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
2.18KNew |
$227K - $258K
|
2.18K
$406K
|
|
|
Jul 28, 2021
Q2 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.16KNew |
$224K - $255K
|
2.16K
$401K
|
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.12KNew |
$220K - $250K
|
2.12K
$394K
|
|
|
Aug 26, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.1KNew |
$218K - $248K
|
2.1K
$390K
|
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.01K+ 26.8% |
$209K - $237K
|
9.49K
$1.77M
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.91K+ 7.61% |
$199K - $226K
|
27K
$5.02M
|
|
|
Jul 23, 2021
Q2 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.87KNew |
$194K - $221K
|
1.87K
$348K
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.86KNew |
$193K - $219K
|
1.86K
$345K
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.8KNew |
$187K - $212K
|
1.8K
$334K
|