Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q2 2023. 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 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.07M+ 46.99% |
$117M - $140M
|
3.35M
$584M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
853K+ 11949.53% |
$92.8M - $112M
|
860K
$150M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
131K+ 41.71% |
$14.3M - $17.2M
|
445K
$77.7M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
122K+ 843.19% |
$13.3M - $16M
|
137K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
82.7KNew |
$9M - $10.8M
|
82.7K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
81.4K+ 534.02% |
$8.86M - $10.7M
|
96.6K
$16.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.9K+ 28.31% |
$5.33M - $6.41M
|
222K
$38.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43.4KNew |
$4.73M - $5.69M
|
43.4K
$7.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.2K+ 66.62% |
$4.59M - $5.53M
|
106K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.2K+ 40.64% |
$4.49M - $5.4M
|
143K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.5K+ 22.49% |
$4.09M - $4.92M
|
204K
$35.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34.1K+ 139.61% |
$3.71M - $4.47M
|
58.5K
$10.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
32.7KNew |
$3.56M - $4.29M
|
32.7K
$5.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
31.6KNew |
$3.44M - $4.14M
|
31.6K
$5.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.4K+ 4.0% |
$3.42M - $4.12M
|
817K
$142M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
30.8K+ 46.25% |
$3.35M - $4.04M
|
97.4K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
30.2K+ 39.57% |
$3.28M - $3.95M
|
106K
$18.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.1K+ 55.73% |
$2.73M - $3.28M
|
70K
$12.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
22.4K+ 42.98% |
$2.44M - $2.94M
|
74.6K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4K+ 158.02% |
$1.89M - $2.28M
|
28.4K
$4.95M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4K+ 158.02% |
$1.89M - $2.28M
|
28.4K
$4.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16.4KNew |
$1.79M - $2.15M
|
16.4K
$2.87M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.3K+ 504.43% |
$1.34M - $1.61M
|
14.7K
$2.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.3KNew |
$1.33M - $1.61M
|
12.3K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$1.24M - $1.5M
|
11.4K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 69.31% |
$1.11M - $1.34M
|
24.9K
$4.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.64K+ 28.78% |
$1.05M - $1.26M
|
43.1K
$7.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.58K+ 8.06% |
$1.04M - $1.26M
|
128K
$22.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.67K+ 4.06% |
$944K - $1.14M
|
222K
$38.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.56K+ 198.47% |
$932K - $1.12M
|
12.9K
$2.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.1K+ 34.56% |
$882K - $1.06M
|
31.5K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.16KNew |
$779K - $938K
|
7.16K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.49K+ 44.59% |
$706K - $850K
|
21K
$3.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.2K+ 344.44% |
$675K - $812K
|
8K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.02K+ 20.85% |
$656K - $789K
|
34.9K
$6.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.96KNew |
$649K - $781K
|
5.96K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.95K+ 31.3% |
$647K - $779K
|
24.9K
$4.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.8KNew |
$631K - $759K
|
5.8K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.64K+ 9.69% |
$613K - $738K
|
63.8K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.42KNew |
$590K - $710K
|
5.42K
$945K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.26K+ 14.98% |
$572K - $689K
|
40.4K
$7.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.26K+ 28.88% |
$572K - $689K
|
23.5K
$4.09M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.2KNew |
$566K - $681K
|
5.2K
$906K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.68K+ 38.81% |
$509K - $613K
|
16.7K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.28K+ 3.5% |
$466K - $561K
|
127K
$22.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.89K+ 83.81% |
$424K - $510K
|
8.54K
$1.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.85K+ 5.24% |
$419K - $505K
|
77.4K
$13.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.82KNew |
$416K - $501K
|
3.82K
$667K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.49KNew |
$380K - $457K
|
3.49K
$608K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.44KNew |
$375K - $451K
|
3.44K
$600K
|