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 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
735+ 29.89% |
$105K - $129K
|
3.19K
$612K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
720+ 139.81% |
$103K - $126K
|
1.24K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
679+ 5.24% |
$96.8K - $119K
|
13.6K
$2.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
669+ 3.13% |
$95.3K - $117K
|
22K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
669+ 17.79% |
$95.3K - $117K
|
4.43K
$849K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
663+ 30.12% |
$94.5K - $116K
|
2.86K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
642+ 682.98% |
$91.5K - $112K
|
736
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
637+ 3.88% |
$90.8K - $112K
|
17.1K
$3.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
575New |
$81.9K - $101K
|
575
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
564+ 47.84% |
$80.4K - $98.8K
|
1.74K
$334K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
553+ 175.56% |
$78.8K - $96.8K
|
868
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
545+ 21.59% |
$77.7K - $95.4K
|
3.07K
$588K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
541+ 15.45% |
$77.1K - $94.7K
|
4.04K
$775K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
500+ 5.53% |
$71.3K - $87.6K
|
9.54K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
488+ 5.99% |
$69.5K - $85.5K
|
8.64K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
485+ 47.6% |
$69.1K - $84.9K
|
1.5K
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
460+ 851.85% |
$65.6K - $80.6K
|
514
$98.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
450+ 333.33% |
$64.1K - $78.8K
|
585
$112K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
435+ 5.41% |
$62K - $76.2K
|
8.48K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
386+ 14.86% |
$55K - $67.6K
|
2.98K
$572K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
364+ 24.35% |
$51.9K - $63.7K
|
1.86K
$356K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
358+ 7.54% |
$51K - $62.7K
|
5.1K
$978K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
332+ 0.53% |
$47.3K - $58.1K
|
62.8K
$12M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
305+ 11.01% |
$43.5K - $53.4K
|
3.08K
$589K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
288+ 1.76% |
$41K - $50.4K
|
16.6K
$3.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
275+ 5.36% |
$39.2K - $48.2K
|
5.41K
$1.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
265+ 88.33% |
$37.8K - $46.4K
|
565
$108K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
261+ 2.55% |
$37.2K - $45.7K
|
10.5K
$2.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
260+ 1.7% |
$37.1K - $45.5K
|
15.6K
$2.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
251+ 2.19% |
$35.8K - $44K
|
11.7K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
223+ 5.36% |
$31.8K - $39.1K
|
4.39K
$840K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
216New |
$30.8K - $37.8K
|
216
$41.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
204+ 1.45% |
$29.1K - $35.7K
|
14.2K
$2.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
200+ 18.18% |
$28.5K - $35K
|
1.3K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
191New |
$27.2K - $33.4K
|
191
$36.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
181+ 4.27% |
$25.8K - $31.7K
|
4.42K
$848K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
177+ 3.8% |
$25.2K - $31K
|
4.84K
$927K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
172+ 9.39% |
$24.5K - $30.1K
|
2K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
167+ 9.53% |
$23.8K - $29.2K
|
1.92K
$368K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
165+ 7.82% |
$23.5K - $28.9K
|
2.28K
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
160+ 23.19% |
$22.8K - $28K
|
850
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
155+ 0.45% |
$22.1K - $27.1K
|
34.5K
$6.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
134+ 8.95% |
$19.1K - $23.5K
|
1.63K
$313K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
134+ 0.46% |
$19.1K - $23.5K
|
29.5K
$5.65M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
127+ 7.9% |
$18.1K - $22.2K
|
1.74K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
121+ 4.73% |
$17.2K - $21.2K
|
2.68K
$513K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
119+ 5.53% |
$17K - $20.8K
|
2.27K
$435K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
117+ 2.83% |
$16.7K - $20.5K
|
4.25K
$815K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
117+ 1.15% |
$16.7K - $20.5K
|
10.3K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
116New |
$16.5K - $20.3K
|
116
$22.2K
|