Purchases and Sales Made in Q3 2021 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.88KNew |
$220K - $238K
|
1.88K
$360K
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.78K+ 2.8% |
$208K - $225K
|
65.3K
$12.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$202K - $218K
|
1.72K
$330K
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.72K+ 3.81% |
$202K - $218K
|
46.8K
$8.98M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.7KNew |
$199K - $215K
|
1.7K
$325K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 384.6% |
$196K - $212K
|
2.11K
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.65K+ 76.66% |
$194K - $210K
|
3.81K
$730K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.46K+ 3.12% |
$171K - $185K
|
48.3K
$9.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.34KNew |
$157K - $170K
|
1.34K
$257K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.27K+ 2.6% |
$148K - $160K
|
50K
$9.58M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.22K+ 7.06% |
$144K - $155K
|
18.6K
$3.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.22K+ 200.99% |
$143K - $154K
|
1.82K
$350K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.13K+ 12.48% |
$133K - $144K
|
10.2K
$1.96M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.05K+ 181.03% |
$123K - $133K
|
1.63K
$312K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.03K+ 5.34% |
$120K - $130K
|
20.2K
$3.88M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 23.64% |
$118K - $128K
|
5.26K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
903New |
$106K - $115K
|
903
$173K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
893+ 5.2% |
$105K - $113K
|
18.1K
$3.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
678+ 32.07% |
$79.6K - $86K
|
2.79K
$535K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
674New |
$79.1K - $85.5K
|
674
$129K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
668+ 19.59% |
$78.4K - $84.7K
|
4.08K
$782K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
654+ 6.89% |
$76.7K - $82.9K
|
10.1K
$1.94M
|
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
551+ 2.69% |
$64.7K - $69.9K
|
21K
$4.03M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
537New |
$63K - $68.1K
|
537
$103K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
489+ 287.65% |
$57.4K - $62K
|
659
$126K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
473+ 1.19% |
$55.5K - $60K
|
40.2K
$7.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
470+ 10.65% |
$55.2K - $59.6K
|
4.88K
$936K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
467+ 2.56% |
$54.8K - $59.2K
|
18.7K
$3.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
459+ 4.62% |
$53.9K - $58.2K
|
10.4K
$1.99M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
434+ 12.86% |
$50.9K - $55K
|
3.81K
$730K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
430New |
$50.5K - $54.5K
|
430
$82.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
404New |
$47.4K - $51.2K
|
404
$77.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
386+ 2.71% |
$45.3K - $49K
|
14.6K
$2.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
365New |
$42.8K - $46.3K
|
365
$69.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
350New |
$41.1K - $44.4K
|
350
$67.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
350+ 39.41% |
$41.1K - $44.4K
|
1.24K
$237K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
328New |
$38.5K - $41.6K
|
328
$62.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
322+ 8.86% |
$37.8K - $40.8K
|
3.96K
$759K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
285New |
$33.4K - $36.1K
|
285
$54.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
283+ 1.12% |
$33.2K - $35.9K
|
25.6K
$4.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
273+ 21.84% |
$32K - $34.6K
|
1.52K
$292K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
272+ 1.65% |
$31.9K - $34.5K
|
16.8K
$3.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
270New |
$31.7K - $34.2K
|
270
$51.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
270+ 3.09% |
$31.7K - $34.2K
|
9.02K
$1.73M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
254+ 9.95% |
$29.8K - $32.2K
|
2.81K
$538K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
250+ 6.68% |
$29.3K - $31.7K
|
3.99K
$765K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
247+ 748.48% |
$29K - $31.3K
|
280
$53.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
200New |
$23.5K - $25.4K
|
200
$38.3K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148New |
$17.4K - $18.8K
|
148
$28.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
148New |
$17.4K - $18.8K
|
148
$28.4K
|