Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.24% |
$178 - $207
|
835
$136K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2New |
$178 - $207
|
2
$325
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.2% |
$178 - $207
|
980
$159K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.94% |
$89 - $103
|
35
$5.69K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.81% |
$89 - $103
|
124
$20.2K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.07% |
$89 - $103
|
1.49K
$242K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.92% |
$89 - $103
|
53
$8.62K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$89 - $103
|
15.3K
$2.48M
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3- -0.0% |
$267 - $310
|
64.1K
$10.4M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4- 0.09% |
$356 - $413
|
4.48K
$728K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9- 2.79% |
$801 - $930
|
314
$51K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-13- 1.27% |
$1.16K - $1.34K
|
1.01K
$164K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-15- 3.01% |
$1.33K - $1.55K
|
483
$78.5K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16- 0.61% |
$1.42K - $1.65K
|
2.59K
$421K
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-16- 0.2% |
$1.42K - $1.65K
|
8.08K
$1.31M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-16- 0.05% |
$1.42K - $1.65K
|
33.9K
$5.51M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20- 1.99% |
$1.78K - $2.07K
|
986
$160K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-25- 1.06% |
$2.22K - $2.58K
|
2.32K
$378K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-30- 23.08% |
$2.67K - $3.1K
|
100
$16.3K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-42- 0.45% |
$3.74K - $4.34K
|
9.25K
$1.5M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 4.3% |
$4.45K - $5.17K
|
1.11K
$181K
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-53- 0.73% |
$4.72K - $5.48K
|
7.24K
$1.18M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-55- 0.72% |
$4.89K - $5.68K
|
7.54K
$1.23M
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-60- 0.54% |
$5.34K - $6.2K
|
11.1K
$1.81M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-64- 0.97% |
$5.7K - $6.61K
|
6.5K
$1.06M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-73- 26.84% |
$6.5K - $7.54K
|
199
$32.3K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-85- 2.33% |
$7.56K - $8.78K
|
3.57K
$580K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-87Closed |
$7.74K - $8.99K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-89- 0.09% |
$7.92K - $9.2K
|
105K
$17M
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-90- 3.77% |
$8.01K - $9.3K
|
2.3K
$373K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-110- 2.07% |
$9.79K - $11.4K
|
5.21K
$848K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-123- 20.71% |
$10.9K - $12.7K
|
471
$76.6K
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-147- 0.29% |
$13.1K - $15.2K
|
50.5K
$8.2M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 2.21% |
$14.6K - $16.9K
|
7.24K
$1.18M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-170- 2.87% |
$15.1K - $17.6K
|
5.76K
$936K
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-201- 3.73% |
$17.9K - $20.8K
|
5.19K
$843K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-205- 3.9% |
$18.2K - $21.2K
|
5.05K
$821K
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-219- 7.33% |
$19.5K - $22.6K
|
2.77K
$450K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-261- 4.92% |
$23.2K - $27K
|
5.05K
$820K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-320- 9.03% |
$28.5K - $33.1K
|
3.22K
$524K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-326- 86.24% |
$29K - $33.7K
|
52
$8.45K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-326- 1.37% |
$29K - $33.7K
|
23.5K
$3.82M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-331- 35.9% |
$29.5K - $34.2K
|
591
$96.1K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-414- 7.98% |
$36.8K - $42.8K
|
4.77K
$776K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-415- 1.22% |
$36.9K - $42.9K
|
33.5K
$5.44M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-416- 4.68% |
$37K - $43K
|
8.47K
$1.38M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-425- 1.72% |
$37.8K - $43.9K
|
24.2K
$3.94M
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-437- 86.36% |
$38.9K - $45.2K
|
69
$11.2K
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-450- 3.22% |
$40K - $46.5K
|
13.5K
$2.2M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-473- 1.29% |
$42.1K - $48.9K
|
36.1K
$5.87M
|