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 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
108New |
$15.4K - $18.9K
|
108
$16.7K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
106+ 11.5% |
$15.1K - $18.6K
|
1.03K
$159K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
102+ 1.12% |
$14.5K - $17.9K
|
9.18K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
100+ 5.19% |
$14.3K - $17.5K
|
2.03K
$313K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
99New |
$14.1K - $17.3K
|
99
$15.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
97+ 6.1% |
$13.8K - $17K
|
1.69K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
93+ 1.75% |
$13.3K - $16.3K
|
5.41K
$836K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
90+ 2.33% |
$12.8K - $15.8K
|
3.96K
$611K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
81+ 2.38% |
$11.5K - $14.2K
|
3.49K
$538K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
76+ 3.65% |
$10.8K - $13.3K
|
2.16K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
73+ 2.21% |
$10.4K - $12.8K
|
3.38K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
65New |
$9.26K - $11.4K
|
65
$10K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.57% |
$7.55K - $9.28K
|
9.36K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
50New |
$7.13K - $8.76K
|
50
$7.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
45+ 3.36% |
$6.41K - $7.88K
|
1.39K
$214K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
45+ 0.52% |
$6.41K - $7.88K
|
8.72K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
44+ 1.18% |
$6.27K - $7.71K
|
3.79K
$585K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
35+ 1.8% |
$4.99K - $6.13K
|
1.98K
$306K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
35+ 1.56% |
$4.99K - $6.13K
|
2.28K
$351K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 15.46% |
$4.28K - $5.25K
|
224
$34.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29New |
$4.13K - $5.08K
|
29
$4.48K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
21+ 1.47% |
$2.99K - $3.68K
|
1.45K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
19+ 19.59% |
$2.71K - $3.33K
|
116
$17.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16+ 0.28% |
$2.28K - $2.8K
|
5.68K
$877K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15New |
$2.14K - $2.63K
|
15
$2.32K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14+ 0.08% |
$2K - $2.45K
|
17.2K
$2.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
10+ 0.4% |
$1.43K - $1.75K
|
2.54K
$392K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
10+ 0.5% |
$1.43K - $1.75K
|
2.02K
$312K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10+ 0.51% |
$1.43K - $1.75K
|
1.96K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 42.11% |
$1.14K - $1.4K
|
27
$4.17K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
8+ 0.29% |
$1.14K - $1.4K
|
2.79K
$431K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8+ 0.13% |
$1.14K - $1.4K
|
6.39K
$987K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
7+ 0.19% |
$998 - $1.23K
|
3.69K
$570K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$570 - $700
|
3.17K
$489K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.03% |
$285 - $350
|
7.14K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.14% |
$285 - $350
|
1.45K
$224K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$285 - $350
|
3.11K
$480K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.13% |
$285 - $350
|
1.6K
$247K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.07% |
$285 - $350
|
2.71K
$418K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$143 - $175
|
1.53K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $175
|
1.68K
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.09% |
$143 - $175
|
1.15K
$177K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1+ 0.05% |
$143 - $175
|
1.93K
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $175
|
1.58K
$244K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$143 - $175
|
2.91K
$450K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1+ 0.85% |
$143 - $175
|
118
$18.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.38% |
$143 - $175
|
262
$40.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $175
|
1.64K
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.07% |
$143 - $175
|
1.52K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$143 - $175
|
9.45K
$1.46M
|