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 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-197- 1.3% |
$23.1K - $25K
|
14.9K
$2.86M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-202- 4.69% |
$23.7K - $25.6K
|
4.11K
$787K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-210- 13.22% |
$24.6K - $26.6K
|
1.38K
$264K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-224- 1.47% |
$26.3K - $28.4K
|
15K
$2.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-226- 0.22% |
$26.5K - $28.7K
|
100K
$19.2M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-229Closed |
$26.9K - $29K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-238- 0.65% |
$27.9K - $30.2K
|
36.4K
$6.98M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-247- 88.21% |
$29K - $31.3K
|
33
$6.32K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-248- 9.05% |
$29.1K - $31.5K
|
2.49K
$478K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-259- 5.1% |
$30.4K - $32.8K
|
4.82K
$924K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-300- 1.0% |
$35.2K - $38K
|
29.6K
$5.68M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-300- 3.33% |
$35.2K - $38K
|
8.71K
$1.67M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-331- 5.19% |
$38.8K - $42K
|
6.05K
$1.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-335- 10.69% |
$39.3K - $42.5K
|
2.8K
$536K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-351- 17.66% |
$41.2K - $44.5K
|
1.64K
$314K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-393- 2.78% |
$46.1K - $49.8K
|
13.7K
$2.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-413- 0.42% |
$48.5K - $52.4K
|
98.3K
$18.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-417- 9.98% |
$48.9K - $52.9K
|
3.76K
$721K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-417- 97.66% |
$48.9K - $52.9K
|
10
$1.92K
|
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-420- 1.98% |
$49.3K - $53.3K
|
20.7K
$3.98M
|
|
|
Oct 15, 2021
Q3 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-422- 2.77% |
$49.5K - $53.5K
|
14.8K
$2.84M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-441- 21.94% |
$51.8K - $55.9K
|
1.57K
$301K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-458- 66.38% |
$53.7K - $58.1K
|
232
$44.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-487- 16.49% |
$57.1K - $61.8K
|
2.47K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-500Closed |
$58.7K - $63.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-500- 2.03% |
$58.7K - $63.4K
|
24.1K
$4.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-528- 3.27% |
$62K - $67K
|
15.6K
$3M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-537- 13.8% |
$63K - $68.1K
|
3.36K
$643K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-545- 11.83% |
$64K - $69.1K
|
4.06K
$778K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-554- 56.59% |
$65K - $70.3K
|
425
$81.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-608- 13.8% |
$71.3K - $77.1K
|
3.8K
$728K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-700- 14.89% |
$82.1K - $88.8K
|
4K
$767K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-913- 3.38% |
$107K - $116K
|
26.1K
$5M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-916- 4.72% |
$107K - $116K
|
18.5K
$3.54M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-924- 13.62% |
$108K - $117K
|
5.86K
$1.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-953- 21.2% |
$112K - $121K
|
3.54K
$679K
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
SELL
|
- |
-972- 5.64% |
$114K - $123K
|
16.3K
$3.11M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.24K- 3.83% |
$145K - $157K
|
31K
$5.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.31K- 11.91% |
$154K - $166K
|
9.68K
$1.86M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.34K- 15.32% |
$157K - $170K
|
7.39K
$1.42M
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.38K- 1.88% |
$161K - $174K
|
71.7K
$13.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.4K- 3.78% |
$164K - $178K
|
35.6K
$6.83M
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 44.73% |
$177K - $191K
|
1.86K
$356K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.58KClosed |
$185K - $200K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.65K- 2.68% |
$193K - $209K
|
59.9K
$11.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.67K- 35.69% |
$196K - $212K
|
3.01K
$576K
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.68K- 7.09% |
$197K - $213K
|
22K
$4.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.79KClosed |
$210K - $227K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.8K- 33.43% |
$211K - $228K
|
3.58K
$685K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.8KClosed |
$211K - $228K
|
0
$0
|