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 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-531- 16.15% |
$47.3K - $54.9K
|
2.76K
$528K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-578- 2.41% |
$51.4K - $59.7K
|
23.4K
$4.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-586- 12.03% |
$52.1K - $60.6K
|
4.29K
$822K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-601- 19.26% |
$53.5K - $62.1K
|
2.52K
$483K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-604- 18.14% |
$53.7K - $62.4K
|
2.73K
$522K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-620- 7.54% |
$55.2K - $64.1K
|
7.6K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-650- 18.81% |
$57.8K - $67.2K
|
2.81K
$538K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-667- 11.54% |
$59.4K - $68.9K
|
5.11K
$980K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-685- 16.75% |
$61K - $70.8K
|
3.41K
$653K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-700- 3.56% |
$62.3K - $72.3K
|
19K
$3.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-710- 10.1% |
$63.2K - $73.4K
|
6.32K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-729- 9.19% |
$64.9K - $75.3K
|
7.2K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-758- 6.45% |
$67.5K - $78.3K
|
11K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-799- 2.77% |
$71.1K - $82.6K
|
28K
$5.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-800- 8.18% |
$71.2K - $82.7K
|
8.98K
$1.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-821- 4.39% |
$73.1K - $84.8K
|
17.9K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-857- 4.91% |
$76.3K - $88.6K
|
16.6K
$3.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-901- 20.14% |
$80.2K - $93.1K
|
3.57K
$685K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-950- 24.9% |
$84.5K - $98.2K
|
2.87K
$549K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-1.04K- 5.64% |
$92.1K - $107K
|
17.3K
$3.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.1K- 11.8% |
$98.2K - $114K
|
8.25K
$1.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.13K- 88.21% |
$101K - $117K
|
151
$28.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.13K- 6.76% |
$101K - $117K
|
15.6K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.41K- 3.66% |
$125K - $145K
|
37K
$7.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.56K- 8.8% |
$139K - $161K
|
16.2K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.78K- 10.72% |
$159K - $184K
|
14.9K
$2.85M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.79K- 56.17% |
$159K - $184K
|
1.39K
$267K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.86K- 23.8% |
$166K - $193K
|
5.97K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.87K- 16.01% |
$166K - $193K
|
9.81K
$1.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2K- 16.39% |
$178K - $207K
|
10.2K
$1.95M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-2.02K- 25.49% |
$180K - $209K
|
5.9K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.08K- 14.49% |
$185K - $215K
|
12.3K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.23K- 8.66% |
$199K - $231K
|
23.6K
$4.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.42K- 13.97% |
$215K - $250K
|
14.9K
$2.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.44K- 63.46% |
$217K - $252K
|
1.41K
$269K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.82K- 15.59% |
$251K - $292K
|
15.3K
$2.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.14K- 52.9% |
$279K - $324K
|
2.79K
$535K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.28K- 19.66% |
$292K - $339K
|
13.4K
$2.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.29K- 7.72% |
$293K - $340K
|
39.3K
$7.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.55K- 52.5% |
$316K - $367K
|
3.21K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-3.68K- 19.92% |
$327K - $380K
|
14.8K
$2.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.9K- 11.78% |
$347K - $403K
|
29.2K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.91K- 44.08% |
$348K - $404K
|
4.96K
$950K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.96K- 19.81% |
$352K - $409K
|
16K
$3.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.02K- 3.31% |
$358K - $416K
|
117K
$22.5M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-4.21K- 47.48% |
$375K - $435K
|
4.66K
$893K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.3K- 35.4% |
$383K - $444K
|
7.85K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.32K- 50.57% |
$384K - $446K
|
4.22K
$809K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.64K- 41.71% |
$413K - $479K
|
6.48K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.74KClosed |
$422K - $490K
|
0
$0
|