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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2021
Q2 2021
|
Adviser Investments LLC
|
BUY
|
- |
45+ 0.04% |
$4.68K - $5.32K
|
101K
$18.7M
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$4.68K - $5.32K
|
45
$8.37K
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40+ 2.1% |
$4.16K - $4.73K
|
1.95K
$362K
|
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
38+ 1.01% |
$3.95K - $4.49K
|
3.8K
$707K
|
|
|
Aug 12, 2021
Q2 2021
|
Jsf Financial, LLC
|
BUY
|
- |
38+ 1.18% |
$3.95K - $4.49K
|
3.27K
$609K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
36New |
$3.74K - $4.25K
|
36
$6.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.04% |
$1.25K - $1.42K
|
30.6K
$5.68M
|
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10New |
$1.04K - $1.18K
|
10
$1.86K
|
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
BUY
|
- |
9+ 0.27% |
$936 - $1.06K
|
3.38K
$628K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
9+ 0.17% |
$936 - $1.06K
|
5.34K
$993K
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
BUY
|
- |
7+ 1.02% |
$728 - $827
|
690
$128K
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 0.15% |
$624 - $709
|
4.1K
$763K
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
6New |
$624 - $709
|
6
$1.12K
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
4New |
$416 - $473
|
4
$744
|
|
|
Jul 28, 2021
Q2 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3+ 0.01% |
$312 - $355
|
20.5K
$3.81M
|
|
|
Jul 21, 2021
Q2 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
3+ 0.11% |
$312 - $355
|
2.82K
$525K
|
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3+ 8.57% |
$312 - $355
|
38
$7.07K
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
BUY
|
- |
3+ 0.16% |
$312 - $355
|
1.91K
$356K
|
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.21% |
$208 - $236
|
968
$180K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$208 - $236
|
2.06K
$383K
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.11% |
$104 - $118
|
926
$172K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 1.01% |
$104 - $118
|
100
$18.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1Closed |
$104 - $118
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.2% |
$416 - $473
|
2.03K
$377K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6Closed |
$624 - $709
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-8Closed |
$832 - $945
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-10Closed |
$1.04K - $1.18K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-13- 32.5% |
$1.35K - $1.54K
|
27
$5.02K
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 39.53% |
$1.77K - $2.01K
|
26
$4.84K
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-19Closed |
$1.98K - $2.25K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-20- 0.04% |
$2.08K - $2.36K
|
50.6K
$9.42M
|
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20Closed |
$2.08K - $2.36K
|
0
$0
|
|
|
Jun 17, 2024
Q2 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-23- 0.54% |
$2.39K - $2.72K
|
4.23K
$787K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-23Closed |
$2.39K - $2.72K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 3.12% |
$2.5K - $2.84K
|
745
$139K
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26- 33.33% |
$2.7K - $3.07K
|
52
$9.67K
|
|
|
Aug 10, 2021
Q2 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-30- 0.93% |
$3.12K - $3.55K
|
3.2K
$595K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-33- 39.76% |
$3.43K - $3.9K
|
50
$9.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-68- 0.79% |
$7.07K - $8.04K
|
8.57K
$1.59M
|
|
|
Aug 12, 2021
Q2 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-75- 0.06% |
$7.8K - $8.86K
|
130K
$24.2M
|
|
|
Jul 21, 2021
Q2 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-83- 0.11% |
$8.63K - $9.81K
|
73.1K
$13.6M
|
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-84Closed |
$8.73K - $9.93K
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-84- 1.4% |
$8.73K - $9.93K
|
5.92K
$1.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-100Closed |
$10.4K - $11.8K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-106- 31.64% |
$11K - $12.5K
|
229
$42.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-106- 4.52% |
$11K - $12.5K
|
2.24K
$416K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-110- 13.72% |
$11.4K - $13K
|
692
$129K
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-125- 50.0% |
$13K - $14.8K
|
125
$23.3K
|
|
|
Jul 23, 2021
Q2 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-125- 2.59% |
$13K - $14.8K
|
4.7K
$874K
|