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 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1+ 0.03% |
$143 - $175
|
3K
$488K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.26% |
$285 - $350
|
763
$124K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-7- 0.41% |
$998 - $1.23K
|
1.68K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8- 7.34% |
$1.14K - $1.4K
|
101
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-8- 0.12% |
$1.14K - $1.4K
|
6.71K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-9- 0.52% |
$1.28K - $1.58K
|
1.74K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-15- 0.12% |
$2.14K - $2.63K
|
12.3K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-16- 0.43% |
$2.28K - $2.8K
|
3.66K
$595K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.75% |
$2.85K - $3.5K
|
2.63K
$428K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-20- 1.11% |
$2.85K - $3.5K
|
1.79K
$290K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-22- 0.22% |
$3.14K - $3.85K
|
9.82K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-35- 0.52% |
$4.99K - $6.13K
|
6.66K
$1.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-36- 1.29% |
$5.13K - $6.3K
|
2.76K
$448K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-40- 12.31% |
$5.7K - $7K
|
285
$46.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-41- 0.63% |
$5.84K - $7.18K
|
6.44K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-47- 1.07% |
$6.7K - $8.23K
|
4.35K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 0.35% |
$7.98K - $9.81K
|
16.1K
$2.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-63- 3.56% |
$8.98K - $11K
|
1.71K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-64- 1.23% |
$9.12K - $11.2K
|
5.16K
$838K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-65- 0.62% |
$9.26K - $11.4K
|
10.5K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-68- 28.69% |
$9.69K - $11.9K
|
169
$27.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-77- 3.48% |
$11K - $13.5K
|
2.14K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-78- 0.37% |
$11.1K - $13.7K
|
20.8K
$3.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-85- 7.19% |
$12.1K - $14.9K
|
1.1K
$178K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-86- 4.52% |
$12.3K - $15.1K
|
1.82K
$295K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-89- 2.5% |
$12.7K - $15.6K
|
3.47K
$564K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-95- 1.41% |
$13.5K - $16.6K
|
6.64K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 4.66% |
$14.3K - $17.5K
|
2.05K
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-103- 30.47% |
$14.7K - $18K
|
235
$38.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-111- 3.52% |
$15.8K - $19.4K
|
3.04K
$494K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-118- 0.77% |
$16.8K - $20.7K
|
15.2K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-120- 9.42% |
$17.1K - $21K
|
1.15K
$188K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-129- 63.86% |
$18.4K - $22.6K
|
73
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-137- 56.61% |
$19.5K - $24K
|
105
$17.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-142- 2.95% |
$20.2K - $24.9K
|
4.67K
$759K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-161- 10.89% |
$22.9K - $28.2K
|
1.32K
$214K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-168- 3.09% |
$23.9K - $29.4K
|
5.27K
$857K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-179- 2.25% |
$25.5K - $31.3K
|
7.76K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-197- 3.96% |
$28.1K - $34.5K
|
4.78K
$778K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-199- 67.92% |
$28.4K - $34.8K
|
94
$15.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-206- 2.26% |
$29.4K - $36.1K
|
8.93K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-213- 8.8% |
$30.4K - $37.3K
|
2.21K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-216- 7.47% |
$30.8K - $37.8K
|
2.67K
$435K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-238- 8.39% |
$33.9K - $41.7K
|
2.6K
$422K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-241- 5.98% |
$34.3K - $42.2K
|
3.79K
$616K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-244- 2.18% |
$34.8K - $42.7K
|
10.9K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-255- 10.99% |
$36.3K - $44.7K
|
2.07K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-260- 0.45% |
$37.1K - $45.5K
|
58.1K
$9.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-307- 8.99% |
$43.8K - $53.8K
|
3.11K
$505K
|