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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.75K- 2.08% |
$423K - $491K
|
224K
$42.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-4.81K- 33.06% |
$428K - $497K
|
9.74K
$1.87M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.05K- 12.09% |
$538K - $625K
|
44K
$8.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.29K- 12.48% |
$560K - $650K
|
44.1K
$8.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.08K- 3.81% |
$719K - $835K
|
204K
$39.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.92K- 14.56% |
$794K - $922K
|
52.3K
$10M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.99K- 16.08% |
$800K - $929K
|
46.9K
$9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.58K- 31.48% |
$853K - $990K
|
20.9K
$4M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10.9K- 73.99% |
$968K - $1.12M
|
3.83K
$733K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13K- 1.75% |
$1.16M - $1.35M
|
731K
$140M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.4K- 49.87% |
$1.19M - $1.38M
|
13.4K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-16.1K- 23.8% |
$1.44M - $1.67M
|
51.6K
$9.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.7K- 24.21% |
$1.67M - $1.93M
|
58.6K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22K- 40.45% |
$1.96M - $2.27M
|
32.4K
$6.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-25.7K- 27.65% |
$2.29M - $2.66M
|
67.4K
$12.9M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-29.9K- 29.51% |
$2.66M - $3.09M
|
71.4K
$13.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-31.2K- 81.4% |
$2.77M - $3.22M
|
7.12K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-40K- 92.26% |
$3.56M - $4.13M
|
3.36K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-42.5K- 40.52% |
$3.78M - $4.39M
|
62.4K
$12M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43.2K- 77.25% |
$3.85M - $4.47M
|
12.7K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.6K- 20.82% |
$4.15M - $4.82M
|
177K
$34M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47.5K- 34.9% |
$4.23M - $4.91M
|
88.6K
$17M
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-116KClosed |
$10.4M - $12M
|
0
$0
|