Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q3 2024. 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, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.49M+ 1834.47% |
$380M - $449M
|
2.62M
$503M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.59MNew |
$244M - $288M
|
1.59M
$306M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
809K+ 46646.4% |
$124M - $146M
|
811K
$155M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
311K+ 118.1% |
$47.6M - $56.1M
|
575K
$110M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
260K+ 60.79% |
$39.7M - $46.8M
|
686K
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
219K+ 6086.11% |
$33.5M - $39.5M
|
223K
$42.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
115K+ 753.28% |
$17.7M - $20.8M
|
131K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.6K+ 380.14% |
$10.3M - $12.2M
|
85.4K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60.2K+ 37.86% |
$9.2M - $10.9M
|
219K
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.8K+ 3.17% |
$8.99M - $10.6M
|
1.91M
$367M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
50.7KNew |
$7.75M - $9.15M
|
50.7K
$9.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
47.5K+ 93.47% |
$7.26M - $8.57M
|
98.3K
$18.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.7KNew |
$5.31M - $6.26M
|
34.7K
$6.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
33.1K+ 24.37% |
$5.06M - $5.97M
|
169K
$32.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.4K+ 56.93% |
$4.95M - $5.84M
|
89.2K
$17.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
24.7K+ 378.42% |
$3.77M - $4.45M
|
31.2K
$5.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
23.6KNew |
$3.61M - $4.26M
|
23.6K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 7.07% |
$3.08M - $3.63M
|
305K
$58.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19.4K+ 519.36% |
$2.96M - $3.49M
|
23.1K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
19.3KNew |
$2.95M - $3.48M
|
19.3K
$3.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16.1K+ 25.66% |
$2.46M - $2.91M
|
78.9K
$15.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 136.81% |
$2.28M - $2.69M
|
25.8K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14.8KNew |
$2.27M - $2.68M
|
14.8K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$2.27M - $2.67M
|
14.8K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.8KNew |
$2.11M - $2.49M
|
13.8K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.5KNew |
$2.07M - $2.44M
|
13.5K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 11.75% |
$1.94M - $2.29M
|
121K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$1.72M - $2.03M
|
11.3K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
10.9K+ 0.86% |
$1.67M - $1.97M
|
1.28M
$246M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10K+ 24.4% |
$1.53M - $1.81M
|
51.2K
$9.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.35K+ 11.58% |
$1.43M - $1.69M
|
90.1K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
9.21K+ 53.75% |
$1.41M - $1.66M
|
26.3K
$5.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.15K+ 40.5% |
$1.4M - $1.65M
|
31.7K
$6.08M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
8.87K+ 14.33% |
$1.36M - $1.6M
|
70.8K
$13.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.94KNew |
$1.06M - $1.25M
|
6.94K
$1.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.89K+ 78.96% |
$1.05M - $1.24M
|
15.6K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.63K+ 5.43% |
$1.01M - $1.2M
|
129K
$24.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6.57K+ 20.82% |
$1M - $1.18M
|
38.1K
$7.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.47KNew |
$989K - $1.17M
|
6.47K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.47KNew |
$989K - $1.17M
|
6.47K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.11K+ 3.79% |
$933K - $1.1M
|
167K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.91KNew |
$904K - $1.07M
|
5.91K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.53K+ 6.79% |
$845K - $997K
|
86.9K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.48KNew |
$837K - $988K
|
5.48K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.32K+ 37.36% |
$814K - $960K
|
19.6K
$3.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.29KNew |
$809K - $955K
|
5.29K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.18K+ 8.92% |
$792K - $934K
|
63.2K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.16K+ 78.3% |
$789K - $931K
|
11.8K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
4.81KNew |
$735K - $867K
|
4.81K
$921K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.88K+ 45.79% |
$593K - $700K
|
12.4K
$2.37M
|