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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.68K+ 21.57% |
$563K - $664K
|
20.7K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.34KNew |
$511K - $603K
|
3.34K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.3K+ 3.95% |
$505K - $595K
|
86.9K
$16.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
3.29K+ 23.26% |
$503K - $593K
|
17.4K
$3.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.17K+ 218.4% |
$485K - $572K
|
4.62K
$885K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.05KNew |
$466K - $550K
|
3.05K
$584K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.03K+ 12.03% |
$464K - $547K
|
28.2K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.98K+ 18.48% |
$455K - $537K
|
19.1K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.87K+ 2.23% |
$438K - $517K
|
131K
$25.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.72K+ 185.21% |
$415K - $490K
|
4.18K
$802K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.68K+ 59.66% |
$409K - $483K
|
7.17K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 4.65% |
$406K - $479K
|
59.8K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.65KNew |
$405K - $478K
|
2.65K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.55K+ 21.49% |
$389K - $459K
|
14.4K
$2.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
2.5K+ 76.65% |
$381K - $450K
|
5.75K
$1.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.46KNew |
$376K - $444K
|
2.46K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.27K+ 59.97% |
$347K - $410K
|
6.06K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.26K+ 27.36% |
$346K - $408K
|
10.5K
$2.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.05K+ 6.32% |
$313K - $370K
|
34.5K
$6.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.03KNew |
$310K - $366K
|
2.03K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.03K+ 8.53% |
$310K - $366K
|
25.8K
$4.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.99K+ 13.71% |
$304K - $359K
|
16.5K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79K+ 102.64% |
$274K - $323K
|
3.53K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.79KNew |
$273K - $322K
|
1.79K
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 2.98% |
$262K - $309K
|
59.1K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.62KNew |
$247K - $292K
|
1.62K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.58KNew |
$242K - $285K
|
1.58K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.57K+ 3.76% |
$239K - $282K
|
43.2K
$8.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.54KNew |
$235K - $278K
|
1.54K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.54KNew |
$235K - $278K
|
1.54K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.46KNew |
$223K - $263K
|
1.46K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.45KNew |
$221K - $261K
|
1.45K
$277K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.42K+ 165.81% |
$217K - $256K
|
2.28K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.42KNew |
$216K - $255K
|
1.42K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.4K+ 3.09% |
$214K - $252K
|
46.6K
$8.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.36KNew |
$207K - $245K
|
1.36K
$260K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$197K - $232K
|
1.29K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.29KNew |
$196K - $232K
|
1.29K
$246K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.28K+ 36.92% |
$196K - $232K
|
4.76K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$193K - $227K
|
1.26K
$241K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.25KNew |
$190K - $225K
|
1.25K
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.24KNew |
$189K - $224K
|
1.24K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.22KNew |
$187K - $221K
|
1.22K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2KNew |
$183K - $216K
|
1.2K
$230K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.18KNew |
$180K - $212K
|
1.18K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.16K+ 1.2% |
$177K - $209K
|
97.2K
$18.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.15KNew |
$176K - $208K
|
1.15K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.15K+ 670.18% |
$175K - $207K
|
1.32K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.03K+ 9.81% |
$157K - $186K
|
11.5K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.01KNew |
$155K - $183K
|
1.01K
$194K
|