Purchases and Sales Made in Q2 2022 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q2 2022. 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 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.49KNew |
$233K - $312K
|
2.49K
$477K
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2.44KNew |
$228K - $305K
|
2.44K
$468K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$223K - $299K
|
2.39K
$457K
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.36KNew |
$221K - $295K
|
2.36K
$452K
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.23K+ 87.9% |
$209K - $279K
|
4.77K
$914K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.2K+ 2.39% |
$205K - $275K
|
93.9K
$18M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.13K+ 60.72% |
$199K - $267K
|
5.64K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.74K+ 35.69% |
$163K - $218K
|
6.63K
$1.27M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.66K+ 7.95% |
$155K - $208K
|
22.5K
$4.32M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.62K+ 3.96% |
$151K - $202K
|
42.4K
$8.13M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.46KNew |
$137K - $183K
|
1.46K
$280K
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 7.47% |
$136K - $182K
|
21K
$4.02M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.39K+ 2.58% |
$130K - $174K
|
55.3K
$10.6M
|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.23K+ 2.3% |
$115K - $153K
|
54.5K
$10.4M
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.2K+ 2.52% |
$113K - $151K
|
49K
$9.4M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.2K+ 17.33% |
$112K - $150K
|
8.12K
$1.56M
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.2K+ 35.14% |
$112K - $150K
|
4.6K
$882K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.09K+ 4.02% |
$102K - $136K
|
28.1K
$5.38M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$93.5K - $125K
|
1K
$192K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
964+ 11.23% |
$90.2K - $121K
|
9.55K
$1.83M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
795New |
$74.3K - $99.5K
|
795
$152K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
793+ 2.43% |
$74.2K - $99.3K
|
33.4K
$6.4M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
768+ 33.85% |
$71.8K - $96.2K
|
3.04K
$582K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
722+ 209.88% |
$67.5K - $90.4K
|
1.07K
$204K
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
662+ 38.2% |
$61.9K - $82.9K
|
2.4K
$459K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
652New |
$61K - $81.6K
|
652
$125K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
600New |
$56.1K - $75.1K
|
600
$115K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
542+ 2.83% |
$50.7K - $67.9K
|
19.7K
$3.77M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
407+ 107.11% |
$38.1K - $51K
|
787
$151K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
397+ 14.87% |
$37.1K - $49.7K
|
3.07K
$588K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
394+ 197.0% |
$36.8K - $49.3K
|
594
$114K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
375+ 2.72% |
$35.1K - $47K
|
14.1K
$2.71M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
331New |
$31K - $41.4K
|
331
$63.4K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
298+ 0.27% |
$27.9K - $37.3K
|
111K
$21.3M
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
292+ 0.44% |
$27.3K - $36.6K
|
67K
$12.8M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
276+ 6.28% |
$25.8K - $34.6K
|
4.67K
$896K
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
273+ 0.51% |
$25.5K - $34.2K
|
54.3K
$10.4M
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
251+ 13.84% |
$23.5K - $31.4K
|
2.07K
$396K
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
241+ 1.9% |
$22.5K - $30.2K
|
12.9K
$2.48M
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
241+ 1.76% |
$22.5K - $30.2K
|
14K
$2.68M
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
230+ 2.33% |
$21.5K - $28.8K
|
10.1K
$1.93M
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
202+ 1.27% |
$18.9K - $25.3K
|
16.1K
$3.09M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
153+ 2.45% |
$14.3K - $19.2K
|
6.41K
$1.23M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
134+ 0.53% |
$12.5K - $16.8K
|
25.5K
$4.89M
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
117+ 1.35% |
$10.9K - $14.6K
|
8.81K
$1.69M
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
102+ 2.9% |
$9.54K - $12.8K
|
3.62K
$693K
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
87New |
$8.14K - $10.9K
|
87
$16.7K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60New |
$5.61K - $7.51K
|
60
$11.5K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
47+ 261.11% |
$4.4K - $5.88K
|
65
$12.5K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
41+ 0.29% |
$3.83K - $5.13K
|
14K
$2.68M
|