Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q2 2025. 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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
127K+ 23.9% |
$17.8M - $25.1M
|
660K
$136M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
71.9KNew |
$10M - $14.2M
|
71.9K
$14.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
50.9K+ 7740.79% |
$7.11M - $10M
|
51.5K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
40.1KNew |
$5.61M - $7.91M
|
40.1K
$8.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
25K+ 26.09% |
$3.5M - $4.94M
|
121K
$24.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
22K+ 126.08% |
$3.07M - $4.33M
|
39.4K
$8.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.4KNew |
$2.71M - $3.82M
|
19.4K
$3.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19.2K+ 39.59% |
$2.68M - $3.78M
|
67.6K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
13.7KNew |
$1.91M - $2.7M
|
13.7K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.11K+ 1.5% |
$1.27M - $1.8M
|
617K
$127M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9.05K+ 52.95% |
$1.27M - $1.79M
|
26.1K
$5.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.56K+ 381.4% |
$917K - $1.29M
|
8.28K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.76K+ 21.14% |
$805K - $1.14M
|
33K
$6.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.22K+ 126.72% |
$729K - $1.03M
|
9.33K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.11K+ 73.02% |
$714K - $1.01M
|
12.1K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.67K+ 4.49% |
$653K - $921K
|
109K
$22.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.67K+ 6.53% |
$652K - $920K
|
76.2K
$15.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.66K+ 266.21% |
$651K - $918K
|
6.41K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.56K+ 1262.6% |
$637K - $899K
|
4.92K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
4.48KNew |
$627K - $884K
|
4.48K
$923K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.34K+ 16.41% |
$607K - $857K
|
30.8K
$6.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.25KNew |
$594K - $838K
|
4.25K
$874K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.98KNew |
$557K - $785K
|
3.98K
$819K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 12.72% |
$539K - $760K
|
34.2K
$7.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.65K+ 6.47% |
$510K - $719K
|
60K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.37K+ 177.78% |
$471K - $664K
|
5.26K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.16K+ 1.32% |
$441K - $623K
|
242K
$49.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.69K+ 7.07% |
$376K - $530K
|
40.7K
$8.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.68K+ 16.23% |
$374K - $528K
|
19.2K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.62KNew |
$366K - $517K
|
2.62K
$539K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.52K+ 5.31% |
$353K - $498K
|
50.1K
$10.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.15KNew |
$300K - $423K
|
2.15K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.94K+ 81.26% |
$272K - $383K
|
4.33K
$892K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.84KNew |
$257K - $363K
|
1.84K
$379K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.83KNew |
$256K - $361K
|
1.83K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.72K+ 36.79% |
$240K - $339K
|
6.39K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.69K+ 128.13% |
$236K - $333K
|
3.01K
$619K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.67KNew |
$233K - $329K
|
1.67K
$343K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.59K+ 45.65% |
$223K - $314K
|
5.09K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.41K+ 4.9% |
$197K - $278K
|
30.2K
$6.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.36K+ 85.61% |
$190K - $269K
|
2.95K
$608K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
1.34K+ 44.54% |
$187K - $264K
|
4.35K
$894K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.34K+ 26.54% |
$187K - $263K
|
6.37K
$1.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.3KNew |
$181K - $256K
|
1.3K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.21KNew |
$169K - $238K
|
1.21K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.21KNew |
$169K - $238K
|
1.21K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.2K+ 46.01% |
$168K - $237K
|
3.82K
$786K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.15KNew |
$161K - $227K
|
1.15K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.15KNew |
$161K - $227K
|
1.15K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.13KNew |
$157K - $222K
|
1.13K
$232K
|