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 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-142- 12.86% |
$21.7K - $25.6K
|
962
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-145- 2.14% |
$22.2K - $26.2K
|
6.64K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-145- 8.88% |
$22.2K - $26.2K
|
1.49K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-146- 74.49% |
$22.3K - $26.3K
|
50
$9.58K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-150- 2.42% |
$22.9K - $27.1K
|
6.05K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-150- 5.25% |
$22.9K - $27.1K
|
2.71K
$519K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-160- 18.82% |
$24.5K - $28.9K
|
690
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-161- 5.32% |
$24.6K - $29K
|
2.87K
$549K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-162- 2.44% |
$24.8K - $29.2K
|
6.48K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-168- 4.43% |
$25.7K - $30.3K
|
3.62K
$694K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-169- 1.81% |
$25.8K - $30.5K
|
9.19K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-175- 6.11% |
$26.8K - $31.6K
|
2.69K
$515K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-182- 9.18% |
$27.8K - $32.8K
|
1.8K
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-186- 6.94% |
$28.4K - $33.6K
|
2.49K
$478K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-201- 6.09% |
$30.7K - $36.3K
|
3.1K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-206- 13.41% |
$31.5K - $37.2K
|
1.33K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-212- 1.08% |
$32.4K - $38.2K
|
19.4K
$3.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-213- 2.98% |
$32.6K - $38.4K
|
6.92K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-222- 10.85% |
$33.9K - $40K
|
1.82K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-235- 3.5% |
$35.9K - $42.4K
|
6.47K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-243- 1.13% |
$37.2K - $43.8K
|
21.3K
$4.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-266- 2.53% |
$40.7K - $48K
|
10.2K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-272- 2.88% |
$41.6K - $49.1K
|
9.18K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-309- 9.67% |
$47.2K - $55.7K
|
2.89K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-310- 11.59% |
$47.4K - $55.9K
|
2.36K
$453K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-363- 8.2% |
$55.5K - $65.5K
|
4.07K
$779K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-377- 1.9% |
$57.6K - $68K
|
19.5K
$3.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-382- 5.93% |
$58.4K - $68.9K
|
6.06K
$1.16M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-397- 2.31% |
$60.7K - $71.6K
|
16.8K
$3.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-438- 19.3% |
$67K - $79K
|
1.83K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-445- 9.3% |
$68K - $80.3K
|
4.34K
$832K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-472- 1.94% |
$72.2K - $85.1K
|
23.8K
$4.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-488- 22.53% |
$74.6K - $88K
|
1.68K
$322K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-531- 19.62% |
$81.2K - $95.8K
|
2.18K
$417K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-537- 93.39% |
$82.1K - $96.9K
|
38
$7.28K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-540- 2.11% |
$82.6K - $97.4K
|
25.1K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-567- 77.04% |
$86.7K - $102K
|
169
$32.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-587- 6.8% |
$89.8K - $106K
|
8.05K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-589- 4.45% |
$90.1K - $106K
|
12.7K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-603- 11.44% |
$92.2K - $109K
|
4.67K
$895K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-618- 4.13% |
$94.5K - $111K
|
14.3K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-669- 13.83% |
$102K - $121K
|
4.17K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-733- 2.12% |
$112K - $132K
|
33.8K
$6.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-737- 6.73% |
$113K - $133K
|
10.2K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-758- 1.46% |
$116K - $137K
|
51.1K
$9.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-759- 35.53% |
$116K - $137K
|
1.38K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-779- 1.85% |
$119K - $141K
|
41.3K
$7.91M
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-798- 9.79% |
$122K - $144K
|
7.36K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-846- 30.65% |
$129K - $153K
|
1.91K
$367K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-949- 5.9% |
$145K - $171K
|
15.1K
$2.9M
|