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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
36+ 1.06% |
$3.37K - $4.51K
|
3.43K
$639K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30+ 0.02% |
$2.81K - $3.76K
|
125K
$23.3M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 100.0% |
$2.34K - $3.13K
|
50
$9.3K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$1.22K - $1.63K
|
13
$2.42K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13New |
$1.22K - $1.63K
|
13
$2.42K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 3.82% |
$935 - $1.25K
|
272
$50.6K
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.22% |
$655 - $876
|
3.24K
$602K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.49% |
$655 - $876
|
1.44K
$267K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5+ 0.2% |
$468 - $626
|
2.51K
$467K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4New |
$374 - $501
|
4
$744
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.27% |
$281 - $376
|
1.13K
$210K
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
3+ 0.09% |
$281 - $376
|
3.16K
$589K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.21% |
$187 - $250
|
975
$181K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.24% |
$187 - $250
|
831
$155K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1+ 0.03% |
$93.5 - $125
|
3.7K
$687K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$93.5 - $125
|
162
$30.1K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$93.5 - $125
|
2.41K
$448K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.29% |
$93.5 - $125
|
342
$63.6K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 0.4% |
$93.5 - $125
|
250
$46.5K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4Closed |
$374 - $501
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8- 0.05% |
$748 - $1K
|
15.1K
$2.81M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8- 0.11% |
$748 - $1K
|
7.42K
$1.38M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 14.06% |
$842 - $1.13K
|
55
$10.2K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 0.8% |
$1.22K - $1.63K
|
1.61K
$299K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-30- 0.79% |
$2.81K - $3.76K
|
3.77K
$701K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-40Closed |
$3.74K - $5.01K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-41- 1.36% |
$3.83K - $5.13K
|
2.97K
$553K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-43- 0.48% |
$4.02K - $5.38K
|
8.96K
$1.67M
|
|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-50- 0.75% |
$4.68K - $6.26K
|
6.6K
$1.23M
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-52Closed |
$4.86K - $6.51K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-56Closed |
$5.24K - $7.01K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-65Closed |
$6.08K - $8.14K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-71- 1.64% |
$6.64K - $8.89K
|
4.27K
$793K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-74Closed |
$6.92K - $9.26K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-75- 2.77% |
$7.01K - $9.39K
|
2.63K
$489K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-88- 13.64% |
$8.23K - $11K
|
557
$104K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-90- 30.41% |
$8.42K - $11.3K
|
206
$38.3K
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-114- 4.94% |
$10.7K - $14.3K
|
2.19K
$408K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-120Closed |
$11.2K - $15K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-121- 4.39% |
$11.3K - $15.1K
|
2.63K
$490K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-123Closed |
$11.5K - $15.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-125- 0.5% |
$11.7K - $15.7K
|
25.1K
$4.66M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-133- 74.3% |
$12.4K - $16.7K
|
46
$8.56K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-135- 7.94% |
$12.6K - $16.9K
|
1.57K
$291K
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-135- 5.43% |
$12.6K - $16.9K
|
2.35K
$437K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-142Closed |
$13.3K - $17.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-150- 5.53% |
$14K - $18.8K
|
2.56K
$476K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-152- 4.52% |
$14.2K - $19K
|
3.21K
$598K
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-154- 2.43% |
$14.4K - $19.3K
|
6.18K
$1.15M
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-159- 1.1% |
$14.9K - $19.9K
|
14.3K
$2.66M
|