Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q3 2022. 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 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
99+ 0.08% |
$9K - $11.4K
|
125K
$23.3M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
93+ 0.22% |
$8.46K - $10.8K
|
43.3K
$8.06M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
75New |
$6.82K - $8.67K
|
75
$14K
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
72+ 0.45% |
$6.55K - $8.33K
|
16.2K
$3.02M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
56+ 0.64% |
$5.09K - $6.48K
|
8.87K
$1.65M
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
54New |
$4.91K - $6.24K
|
54
$10K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
52New |
$4.73K - $6.01K
|
52
$9.67K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50New |
$4.55K - $5.78K
|
50
$9.3K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
46New |
$4.18K - $5.32K
|
46
$8.56K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
46+ 1.83% |
$4.18K - $5.32K
|
2.55K
$475K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 69.09% |
$3.46K - $4.39K
|
93
$17.3K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20+ 2.03% |
$1.82K - $2.31K
|
1.01K
$187K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19New |
$1.73K - $2.2K
|
19
$3.53K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
19New |
$1.73K - $2.2K
|
19
$3.53K
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7+ 0.21% |
$637 - $809
|
3.33K
$619K
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.16% |
$546 - $694
|
3.82K
$710K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5+ 0.05% |
$455 - $578
|
9.56K
$1.78M
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.31% |
$273 - $347
|
978
$182K
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.13% |
$273 - $347
|
2.4K
$446K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.24% |
$182 - $231
|
833
$155K
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.03% |
$90.9 - $116
|
3.17K
$589K
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.65% |
$90.9 - $116
|
156
$29K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-4- 0.39% |
$364 - $463
|
1.03K
$191K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 0.21% |
$455 - $578
|
2.42K
$449K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12- 3.08% |
$1.09K - $1.39K
|
378
$70.3K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20- 0.76% |
$1.82K - $2.31K
|
2.61K
$485K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-23- 12.85% |
$2.09K - $2.66K
|
156
$29K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-40- 0.49% |
$3.64K - $4.63K
|
8.15K
$1.52M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 3.13% |
$4.09K - $5.2K
|
1.39K
$259K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-47- 0.9% |
$4.27K - $5.43K
|
5.19K
$965K
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-49- 1.43% |
$4.46K - $5.67K
|
3.37K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 0.27% |
$4.91K - $6.24K
|
19.7K
$3.66M
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-58- 1.9% |
$5.27K - $6.71K
|
2.99K
$556K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-62- 76.54% |
$5.64K - $7.17K
|
19
$3.53K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-68- 8.64% |
$6.18K - $7.86K
|
719
$134K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-70Closed |
$6.37K - $8.09K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-75Closed |
$6.82K - $8.67K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-85- 3.48% |
$7.73K - $9.83K
|
2.36K
$438K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-87- 1.31% |
$7.91K - $10.1K
|
6.54K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-89- 5.68% |
$8.09K - $10.3K
|
1.48K
$275K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
SELL
|
- |
-90- 3.64% |
$8.18K - $10.4K
|
2.39K
$444K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-91- 8.17% |
$8.27K - $10.5K
|
1.02K
$190K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-97- 0.66% |
$8.82K - $11.2K
|
14.7K
$2.74M
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 1.01% |
$9.09K - $11.6K
|
9.78K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 0.4% |
$9.09K - $11.6K
|
25K
$4.64M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-119- 0.57% |
$10.8K - $13.8K
|
20.8K
$3.87M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-149- 1.06% |
$13.5K - $17.2K
|
14K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-175- 3.74% |
$15.9K - $20.2K
|
4.5K
$837K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-177- 10.69% |
$16.1K - $20.5K
|
1.48K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-189- 2.33% |
$17.2K - $21.9K
|
7.93K
$1.47M
|