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 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.8K- 19.61% |
$399K - $491K
|
11.5K
$2.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-2.93K- 24.71% |
$417K - $513K
|
8.92K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.15K- 99.68% |
$448K - $551K
|
10
$1.92K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.17K- 31.86% |
$451K - $555K
|
6.77K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.94K- 3.13% |
$562K - $690K
|
122K
$23.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.09K- 27.12% |
$583K - $716K
|
11K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.33K- 8.27% |
$618K - $759K
|
48.1K
$9.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.6K- 67.65% |
$656K - $806K
|
2.2K
$422K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.8K- 11.5% |
$685K - $841K
|
37K
$7.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.94K- 16.4% |
$705K - $866K
|
25.2K
$4.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.6K- 13.46% |
$797K - $980K
|
36K
$6.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.68K- 79.46% |
$809K - $994K
|
1.47K
$281K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.83K- 6.73% |
$830K - $1.02M
|
80.7K
$15.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.13K- 60.34% |
$874K - $1.07M
|
4.03K
$773K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.94K- 36.94% |
$989K - $1.22M
|
11.8K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-7.12K- 22.7% |
$1.01M - $1.25M
|
24.2K
$4.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-7.76K- 84.79% |
$1.11M - $1.36M
|
1.39K
$267K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.05K- 2.07% |
$1.29M - $1.58M
|
427K
$81.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.21K- 7.86% |
$1.31M - $1.61M
|
108K
$20.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.41K- 2.23% |
$1.34M - $1.65M
|
412K
$79M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 48.26% |
$1.45M - $1.78M
|
10.9K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12.1K- 15.1% |
$1.72M - $2.11M
|
67.8K
$13M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.4K- 41.82% |
$1.77M - $2.17M
|
17.2K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-16.2KClosed |
$2.3M - $2.83M
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-19.9K- 23.13% |
$2.83M - $3.48M
|
66K
$12.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25K- 13.45% |
$3.57M - $4.38M
|
161K
$30.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.8K- 17.77% |
$3.96M - $4.86M
|
128K
$24.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.7K- 40.49% |
$5.51M - $6.77M
|
56.8K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.2K- 74.59% |
$7.44M - $9.14M
|
17.8K
$3.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-931K- 28.85% |
$133M - $163M
|
2.3M
$440M
|