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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.86KClosed |
$218K - $236K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.97KClosed |
$231K - $249K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.03KClosed |
$238K - $257K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.1KClosed |
$246K - $266K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.1K- 8.34% |
$246K - $266K
|
23K
$4.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.13K- 11.41% |
$250K - $270K
|
16.5K
$3.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.16K- 6.22% |
$254K - $274K
|
32.6K
$6.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.24KClosed |
$263K - $284K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.34K- 20.4% |
$274K - $296K
|
9.12K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.35KClosed |
$275K - $298K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.57K- 5.1% |
$302K - $326K
|
47.9K
$9.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.69K- 53.46% |
$316K - $341K
|
2.34K
$449K
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.78KClosed |
$326K - $353K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.18K- 53.69% |
$373K - $403K
|
2.74K
$526K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.3K- 41.92% |
$387K - $419K
|
4.57K
$877K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.33KClosed |
$390K - $422K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.35K- 53.01% |
$393K - $424K
|
2.97K
$568K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.35K- 82.46% |
$393K - $425K
|
713
$137K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.42K- 60.58% |
$401K - $433K
|
2.22K
$426K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-3.43K- 8.54% |
$402K - $434K
|
36.7K
$7.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.56K- 3.65% |
$418K - $451K
|
94.1K
$18M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.91K- 34.35% |
$459K - $496K
|
7.48K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.01K- 5.59% |
$471K - $509K
|
67.8K
$13M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-4.01K- 13.13% |
$471K - $509K
|
26.5K
$5.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.04K- 34.92% |
$474K - $512K
|
7.53K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.61KClosed |
$541K - $584K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.91K- 6.81% |
$576K - $623K
|
67.2K
$12.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.25K- 70.59% |
$733K - $792K
|
2.6K
$499K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.54K- 39.58% |
$768K - $830K
|
9.99K
$1.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.65K- 78.81% |
$781K - $844K
|
1.79K
$343K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.73K- 18.0% |
$790K - $854K
|
30.7K
$5.88M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.79K- 31.48% |
$797K - $861K
|
14.8K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.6K- 27.37% |
$892K - $964K
|
20.2K
$3.86M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.94K- 61.56% |
$931K - $1.01M
|
4.96K
$950K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.58K- 15.42% |
$1.01M - $1.09M
|
47.1K
$9.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-9.09KClosed |
$1.07M - $1.15M
|
0
$0
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9.1K- 4.76% |
$1.07M - $1.15M
|
182K
$34.9M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 63.05% |
$1.32M - $1.42M
|
6.57K
$1.26M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.2K- 64.18% |
$1.32M - $1.42M
|
6.26K
$1.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-13.9K- 62.73% |
$1.63M - $1.76M
|
8.26K
$1.58M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.3K- 99.15% |
$1.67M - $1.81M
|
122
$23.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-15.8K- 82.27% |
$1.86M - $2.01M
|
3.41K
$653K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-16.5KClosed |
$1.94M - $2.09M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-16.7KClosed |
$1.96M - $2.11M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-19.5K- 31.34% |
$2.29M - $2.47M
|
42.7K
$8.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 33.31% |
$2.44M - $2.64M
|
41.6K
$7.97M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24KClosed |
$2.81M - $3.04M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.1K- 42.11% |
$2.94M - $3.18M
|
34.4K
$6.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-38.2K- 9.44% |
$4.48M - $4.84M
|
366K
$70.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-38.3K- 94.29% |
$4.49M - $4.86M
|
2.32K
$445K
|