Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q2 2024. 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, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
238K+ 5934.16% |
$33.9M - $41.7M
|
242K
$46.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
169KNew |
$24.1M - $29.7M
|
169K
$32.5M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
136KNew |
$19.3M - $23.8M
|
136K
$26.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
75.7K+ 67.29% |
$10.8M - $13.3M
|
188K
$36.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.1K+ 3.24% |
$8.28M - $10.2M
|
1.85M
$356M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.5K+ 65.13% |
$7.62M - $9.36M
|
136K
$26M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
40.9K+ 18.37% |
$5.83M - $7.16M
|
264K
$50.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.8K+ 15.3% |
$5.38M - $6.62M
|
285K
$54.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.8K+ 15.3% |
$5.38M - $6.62M
|
285K
$54.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
30.5K+ 54.92% |
$4.35M - $5.35M
|
86.2K
$16.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24.8KNew |
$3.53M - $4.34M
|
24.8K
$4.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
22.3KNew |
$3.18M - $3.91M
|
22.3K
$4.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.2K+ 2.45% |
$2.87M - $3.53M
|
844K
$162M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 175.48% |
$2.59M - $3.19M
|
28.6K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 20.2% |
$2.3M - $2.83M
|
96K
$18.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
15.8K+ 1190.81% |
$2.25M - $2.77M
|
17.1K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.1K+ 30.27% |
$1.72M - $2.11M
|
51.9K
$9.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.7K+ 116.12% |
$1.53M - $1.88M
|
19.9K
$3.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
10.3K+ 0.81% |
$1.46M - $1.8M
|
1.27M
$244M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.39K+ 29.14% |
$1.34M - $1.64M
|
41.6K
$7.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.48K+ 7.33% |
$1.21M - $1.48M
|
124K
$23.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.45K+ 43.56% |
$1.2M - $1.48M
|
27.8K
$5.35M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
8.15KNew |
$1.16M - $1.43M
|
8.15K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
8.04KNew |
$1.15M - $1.41M
|
8.04K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.82KNew |
$1.11M - $1.37M
|
7.82K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7K+ 15.97% |
$998K - $1.23M
|
50.8K
$9.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.93K+ 37.1% |
$988K - $1.21M
|
25.6K
$4.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.91K+ 39.77% |
$985K - $1.21M
|
24.3K
$4.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
6.14K+ 44.89% |
$875K - $1.08M
|
19.8K
$3.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.72K+ 9.01% |
$814K - $1M
|
69.1K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.62K+ 57.83% |
$801K - $984K
|
15.3K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.56K+ 10.78% |
$792K - $973K
|
57.1K
$11M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
5.28K+ 54.47% |
$752K - $924K
|
15K
$2.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.32K+ 55.15% |
$615K - $756K
|
12.1K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.02K+ 1.46% |
$572K - $703K
|
279K
$53.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
3.71K+ 35.53% |
$528K - $649K
|
14.1K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$513K - $630K
|
3.6K
$691K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.58K+ 11.44% |
$510K - $627K
|
34.9K
$6.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.53K+ 74.5% |
$503K - $619K
|
8.28K
$1.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.1K+ 10.89% |
$441K - $542K
|
31.5K
$6.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.98K+ 14.34% |
$425K - $522K
|
23.8K
$4.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.97K+ 3.79% |
$423K - $520K
|
81.3K
$15.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.87KNew |
$409K - $502K
|
2.87K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.83KNew |
$403K - $495K
|
2.83K
$543K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.76KNew |
$393K - $483K
|
2.76K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.66KNew |
$379K - $466K
|
2.66K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.48KNew |
$353K - $433K
|
2.48K
$475K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.33K+ 13.28% |
$332K - $408K
|
19.9K
$3.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.26K+ 7.48% |
$322K - $396K
|
32.5K
$6.23M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.19KNew |
$312K - $383K
|
2.19K
$420K
|