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 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
965+ 1.74% |
$105K - $126K
|
56.3K
$10.4M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
959+ 55.5% |
$104K - $126K
|
2.69K
$498K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
836+ 4.59% |
$91K - $110K
|
19.1K
$3.54M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
834+ 35.58% |
$90.8K - $109K
|
3.18K
$590K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
801+ 4.29% |
$87.2K - $105K
|
19.5K
$3.61M
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
783+ 8.21% |
$85.2K - $103K
|
10.3K
$1.92M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
743+ 18.92% |
$80.9K - $97.4K
|
4.67K
$866K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
728+ 7.42% |
$79.3K - $95.4K
|
10.5K
$1.96M
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
714+ 15.97% |
$77.7K - $93.6K
|
5.19K
$962K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
690New |
$75.1K - $90.4K
|
690
$128K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
602New |
$65.5K - $78.9K
|
602
$112K
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
601+ 3.39% |
$65.4K - $78.8K
|
18.3K
$3.4M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
571+ 0.87% |
$62.2K - $74.8K
|
66.3K
$12.3M
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
549+ 13.04% |
$59.8K - $71.9K
|
4.76K
$883K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
537New |
$58.5K - $70.4K
|
537
$99.6K
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
536+ 13.84% |
$58.3K - $70.2K
|
4.41K
$818K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
531+ 14.0% |
$57.8K - $69.6K
|
4.32K
$802K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
513+ 42.36% |
$55.8K - $67.2K
|
1.72K
$320K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
511+ 2.2% |
$55.6K - $67K
|
23.8K
$4.41M
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
485+ 0.49% |
$52.8K - $63.6K
|
98.7K
$18.3M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
472+ 9.61% |
$51.4K - $61.9K
|
5.38K
$999K
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
465+ 4.79% |
$50.6K - $60.9K
|
10.2K
$1.89M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
457New |
$49.7K - $59.9K
|
457
$84.8K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
420+ 21.89% |
$45.7K - $55K
|
2.34K
$434K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
414+ 12.34% |
$45.1K - $54.3K
|
3.77K
$699K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
368+ 2.22% |
$40.1K - $48.2K
|
16.9K
$3.14M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
361+ 6.98% |
$39.3K - $47.3K
|
5.53K
$1.03M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
360+ 387.1% |
$39.2K - $47.2K
|
453
$84K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
349+ 6.9% |
$38K - $45.7K
|
5.41K
$1M
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
348+ 1.26% |
$37.9K - $45.6K
|
28K
$5.19M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
334+ 1.14% |
$36.4K - $43.8K
|
29.7K
$5.5M
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
323New |
$35.2K - $42.3K
|
323
$59.9K
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
302+ 2.84% |
$32.9K - $39.6K
|
11K
$2.03M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
298+ 2.46% |
$32.4K - $39K
|
12.4K
$2.3M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
274+ 3.67% |
$29.8K - $35.9K
|
7.75K
$1.44M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
265New |
$28.8K - $34.7K
|
265
$49.2K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
258+ 4.12% |
$28.1K - $33.8K
|
6.51K
$1.21M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
253+ 127.14% |
$27.5K - $33.2K
|
452
$83.9K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
250New |
$27.2K - $32.8K
|
250
$46.4K
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
245+ 2.45% |
$26.7K - $32.1K
|
10.2K
$1.9M
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
236+ 2.06% |
$25.7K - $30.9K
|
11.7K
$2.17M
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
215+ 3.91% |
$23.4K - $28.2K
|
5.71K
$1.06M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
204+ 194.29% |
$22.2K - $26.7K
|
309
$57.3K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
203+ 20300.0% |
$22.1K - $26.6K
|
204
$37.8K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 2.16% |
$21.8K - $26.2K
|
9.45K
$1.75M
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
197+ 1.61% |
$21.4K - $25.8K
|
12.4K
$2.31M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
181New |
$19.7K - $23.7K
|
181
$33.6K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
177+ 2.49% |
$19.3K - $23.2K
|
7.27K
$1.35M
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
157New |
$17.1K - $20.6K
|
157
$29.1K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$16.7K - $20K
|
153
$28.4K
|