Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.19K+ 980.99% |
$202K - $229K
|
1.31K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.18KNew |
$201K - $228K
|
1.18K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$200K - $227K
|
1.18K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.15KNew |
$196K - $222K
|
1.15K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
1.14KNew |
$194K - $220K
|
1.14K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.13KNew |
$191K - $217K
|
1.13K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.11KNew |
$188K - $213K
|
1.11K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09KNew |
$186K - $210K
|
1.09K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.09KNew |
$185K - $210K
|
1.09K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.09KNew |
$185K - $210K
|
1.09K
$202K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.09K+ 107.52% |
$185K - $209K
|
2.1K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
991+ 7.83% |
$168K - $191K
|
13.6K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
972New |
$165K - $187K
|
972
$181K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
905+ 3.53% |
$154K - $174K
|
26.5K
$4.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
878+ 4.5% |
$149K - $169K
|
20.4K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
699+ 5.66% |
$119K - $135K
|
13.1K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
671+ 8.66% |
$114K - $129K
|
8.42K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
604+ 34.83% |
$103K - $116K
|
2.34K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
542+ 742.47% |
$92.2K - $104K
|
615
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
523+ 54.37% |
$88.9K - $101K
|
1.49K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
461+ 21.2% |
$78.4K - $88.9K
|
2.64K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
402+ 7.63% |
$68.4K - $77.5K
|
5.67K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
400+ 251.57% |
$68K - $77.1K
|
559
$104K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
371New |
$63.1K - $71.5K
|
371
$68.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
360+ 1.09% |
$61.2K - $69.4K
|
33.4K
$6.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
354+ 5.47% |
$60.2K - $68.2K
|
6.83K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
330+ 20.42% |
$56.1K - $63.6K
|
1.95K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
320+ 101.59% |
$54.4K - $61.7K
|
635
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
316+ 10.37% |
$53.7K - $60.9K
|
3.36K
$625K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
265+ 3.83% |
$45.1K - $51.1K
|
7.19K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
261New |
$44.4K - $50.3K
|
261
$48.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
216+ 5.21% |
$36.7K - $41.6K
|
4.37K
$811K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
204+ 4.68% |
$34.7K - $39.3K
|
4.56K
$848K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$34K - $38.6K
|
200
$37.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
198+ 13.32% |
$33.7K - $38.2K
|
1.69K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
192+ 2.41% |
$32.6K - $37K
|
8.16K
$1.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
170+ 1.62% |
$28.9K - $32.8K
|
10.7K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
169+ 13.99% |
$28.7K - $32.6K
|
1.38K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 146.73% |
$26.7K - $30.3K
|
264
$49.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
153+ 10.57% |
$26K - $29.5K
|
1.6K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
135+ 10.49% |
$23K - $26K
|
1.42K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 1.23% |
$19.2K - $21.8K
|
9.29K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
113New |
$19.2K - $21.8K
|
113
$21K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
111+ 0.71% |
$18.9K - $21.4K
|
15.7K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
110+ 4.23% |
$18.7K - $21.2K
|
2.71K
$504K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
105New |
$17.9K - $20.2K
|
105
$19.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$17K - $19.3K
|
100
$18.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
100+ 5.3% |
$17K - $19.3K
|
1.99K
$369K
|