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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2.18KNew |
$311K - $382K
|
2.18K
$418K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.17KNew |
$309K - $379K
|
2.17K
$415K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.16K+ 11.76% |
$308K - $379K
|
20.6K
$3.94M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.02KNew |
$288K - $354K
|
2.02K
$387K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.94KNew |
$276K - $340K
|
1.94K
$372K
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 100.0% |
$245K - $301K
|
3.44K
$660K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.7KNew |
$242K - $298K
|
1.7K
$326K
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 3.93% |
$232K - $285K
|
43.1K
$8.25M
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
1.55KNew |
$221K - $271K
|
1.55K
$297K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 2.73% |
$217K - $267K
|
57.4K
$11M
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.46KNew |
$207K - $255K
|
1.46K
$279K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.44KNew |
$205K - $252K
|
1.44K
$276K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
1.41K+ 9.58% |
$200K - $246K
|
16.1K
$3.08M
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$198K - $243K
|
1.39K
$266K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.37K+ 16.02% |
$195K - $239K
|
9.89K
$1.9M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.37KNew |
$195K - $239K
|
1.37K
$262K
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.36KNew |
$194K - $238K
|
1.36K
$260K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.33KNew |
$189K - $232K
|
1.33K
$254K
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.3KNew |
$185K - $227K
|
1.3K
$248K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.29KNew |
$184K - $226K
|
1.29K
$248K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.28KNew |
$182K - $223K
|
1.28K
$245K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.27KNew |
$181K - $222K
|
1.27K
$243K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.26KNew |
$180K - $221K
|
1.26K
$242K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.26KNew |
$180K - $221K
|
1.26K
$242K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.26K+ 160.64% |
$180K - $221K
|
2.05K
$392K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.25KNew |
$178K - $219K
|
1.25K
$239K
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.21KNew |
$172K - $211K
|
1.21K
$231K
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.21KNew |
$172K - $211K
|
1.21K
$231K
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.2KNew |
$171K - $210K
|
1.2K
$230K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.2K+ 36.36% |
$171K - $210K
|
4.49K
$860K
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.17KNew |
$167K - $205K
|
1.17K
$224K
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.16K+ 4.61% |
$165K - $203K
|
26.3K
$5.04M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.13KNew |
$161K - $198K
|
1.13K
$217K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 60.59% |
$161K - $197K
|
2.99K
$572K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.06K+ 7.86% |
$151K - $185K
|
14.5K
$2.78M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.05K+ 1771.19% |
$149K - $183K
|
1.1K
$212K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.01K+ 41.04% |
$144K - $177K
|
3.48K
$667K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 7.42% |
$143K - $176K
|
14.5K
$2.79M
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
968+ 25.11% |
$138K - $170K
|
4.82K
$924K
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
945+ 2.13% |
$135K - $165K
|
45.2K
$8.67M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
901+ 5.87% |
$128K - $158K
|
16.3K
$3.12M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
889+ 27.34% |
$127K - $156K
|
4.14K
$794K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
877New |
$125K - $154K
|
877
$168K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
874+ 14.78% |
$125K - $153K
|
6.79K
$1.3M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
872+ 51.84% |
$124K - $153K
|
2.55K
$489K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
803+ 3.69% |
$114K - $141K
|
22.6K
$4.33M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
778+ 6.21% |
$111K - $136K
|
13.3K
$2.55M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
777+ 12.27% |
$111K - $136K
|
7.11K
$1.36M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
774+ 2.47% |
$110K - $136K
|
32.1K
$6.15M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
764+ 16.32% |
$109K - $134K
|
5.45K
$1.04M
|