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 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.79KNew |
$186K - $211K
|
1.79K
$333K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 49.87% |
$186K - $211K
|
5.37K
$999K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.74KNew |
$181K - $206K
|
1.74K
$324K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
1.64K+ 11.26% |
$170K - $193K
|
16.2K
$3.01M
|
|
|
Jul 21, 2021
Q2 2021
|
Capital Planning LLC
|
BUY
|
- |
1.53K+ 37.36% |
$159K - $181K
|
5.64K
$1.05M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.43K+ 31.08% |
$149K - $169K
|
6.03K
$1.12M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
1.25K+ 2.06% |
$130K - $148K
|
62.2K
$11.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.25KNew |
$130K - $148K
|
1.25K
$233K
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05K+ 2.91% |
$109K - $124K
|
37K
$6.89M
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
900+ 3.9% |
$93.6K - $106K
|
24K
$4.46M
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
890New |
$92.5K - $105K
|
890
$166K
|
|
|
Aug 02, 2021
Q2 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
885+ 1.41% |
$92K - $105K
|
63.5K
$11.8M
|
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
880+ 15.06% |
$91.5K - $104K
|
6.72K
$1.25M
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
764+ 34.89% |
$79.4K - $90.3K
|
2.95K
$549K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
721+ 19.53% |
$75K - $85.2K
|
4.41K
$821K
|
|
|
Aug 05, 2021
Q2 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
560+ 28.44% |
$58.2K - $66.2K
|
2.53K
$470K
|
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
528+ 3.14% |
$54.9K - $62.4K
|
17.3K
$3.22M
|
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
461+ 2.93% |
$47.9K - $54.5K
|
16.2K
$3.01M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
442+ 11.15% |
$46K - $52.2K
|
4.41K
$819K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
431+ 7.33% |
$44.8K - $50.9K
|
6.31K
$1.17M
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
427New |
$44.4K - $50.5K
|
427
$79.4K
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
425+ 91.79% |
$44.2K - $50.2K
|
888
$165K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
400New |
$41.6K - $47.3K
|
400
$74.4K
|
|
|
Jul 27, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
400+ 571.43% |
$41.6K - $47.3K
|
470
$87.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
372+ 1.85% |
$38.7K - $44K
|
20.5K
$3.82M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
361+ 20.59% |
$37.5K - $42.7K
|
2.11K
$393K
|
|
|
Jul 15, 2021
Q2 2021
|
Adirondack Trust CO
|
BUY
|
- |
360+ 17.02% |
$37.4K - $42.5K
|
2.48K
$460K
|
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
349+ 2.36% |
$36.3K - $41.2K
|
15.1K
$2.82M
|
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
333+ 16.53% |
$34.6K - $39.4K
|
2.35K
$437K
|
|
|
Jul 22, 2021
Q2 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
248+ 9.95% |
$25.8K - $29.3K
|
2.74K
$510K
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
221+ 3.4% |
$23K - $26.1K
|
6.72K
$1.25M
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
193+ 49.49% |
$20.1K - $22.8K
|
583
$108K
|
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
BUY
|
- |
175+ 1.25% |
$18.2K - $20.7K
|
14.1K
$2.63M
|
|
|
Aug 06, 2021
Q2 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
139+ 4.25% |
$14.5K - $16.4K
|
3.41K
$634K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
137New |
$14.2K - $16.2K
|
137
$25.5K
|
|
|
Jul 15, 2021
Q2 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
131+ 3.74% |
$13.6K - $15.5K
|
3.64K
$676K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
122+ 8.32% |
$12.7K - $14.4K
|
1.59K
$296K
|
|
|
Jul 21, 2021
Q2 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
116+ 0.55% |
$12.1K - $13.7K
|
21.2K
$3.94M
|
|
|
Aug 12, 2021
Q2 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
113+ 0.67% |
$11.7K - $13.4K
|
17K
$3.16M
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
101+ 5.9% |
$10.5K - $11.9K
|
1.81K
$337K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
88+ 4.33% |
$9.15K - $10.4K
|
2.12K
$394K
|
|
|
Aug 12, 2021
Q2 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
85+ 0.35% |
$8.84K - $10K
|
24.6K
$4.57M
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
83+ 31.44% |
$8.63K - $9.81K
|
347
$64.5K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
65+ 0.75% |
$6.76K - $7.68K
|
8.75K
$1.63M
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
62New |
$6.45K - $7.33K
|
62
$11.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
61New |
$6.34K - $7.21K
|
61
$11.3K
|
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
56+ 0.4% |
$5.82K - $6.62K
|
14K
$2.61M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
50New |
$5.2K - $5.91K
|
50
$9.3K
|
|
|
Aug 05, 2021
Q2 2021
|
Ckw Financial Group
|
BUY
|
- |
50+ 28.09% |
$5.2K - $5.91K
|
228
$42.4K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
49+ 490.0% |
$5.09K - $5.79K
|
59
$11K
|