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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.43KNew |
$242K - $275K
|
1.43K
$232K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 73.03% |
$241K - $273K
|
3.36K
$545K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.36K+ 3.22% |
$232K - $263K
|
43.7K
$7.1M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.34K+ 34.36% |
$229K - $259K
|
5.26K
$854K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.32KNew |
$225K - $255K
|
1.32K
$215K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.32K+ 5.7% |
$224K - $254K
|
24.4K
$3.97M
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
1.31KNew |
$223K - $253K
|
1.31K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.29KNew |
$219K - $249K
|
1.29K
$210K
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 1.6% |
$214K - $243K
|
80.1K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.24K+ 3.48% |
$211K - $239K
|
36.9K
$6M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$193K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$193K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.19K+ 980.99% |
$202K - $229K
|
1.31K
$213K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.19K+ 40.53% |
$201K - $228K
|
4.11K
$668K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.18KNew |
$201K - $228K
|
1.18K
$192K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.18KNew |
$201K - $228K
|
1.18K
$192K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$200K - $227K
|
1.18K
$191K
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.16KNew |
$197K - $224K
|
1.16K
$189K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.15KNew |
$196K - $222K
|
1.15K
$187K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.14KNew |
$195K - $221K
|
1.14K
$186K
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
1.14KNew |
$194K - $220K
|
1.14K
$185K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.13KNew |
$191K - $217K
|
1.13K
$183K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.11KNew |
$188K - $213K
|
1.11K
$180K
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.1KNew |
$187K - $212K
|
1.1K
$179K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09KNew |
$186K - $210K
|
1.09K
$177K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.09KNew |
$185K - $210K
|
1.09K
$177K
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.09KNew |
$185K - $210K
|
1.09K
$177K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.09K+ 107.52% |
$185K - $209K
|
2.1K
$341K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.09K+ 58.59% |
$184K - $209K
|
2.94K
$477K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.08K+ 81.13% |
$183K - $208K
|
2.41K
$392K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.05KNew |
$178K - $202K
|
1.05K
$171K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.03K+ 24.55% |
$175K - $198K
|
5.21K
$847K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1K+ 29.73% |
$170K - $193K
|
4.36K
$709K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
991+ 7.83% |
$168K - $191K
|
13.6K
$2.22M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
983+ 10.04% |
$167K - $190K
|
10.8K
$1.75M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
981+ 8.35% |
$167K - $189K
|
12.7K
$2.07M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
972New |
$165K - $187K
|
972
$158K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
944+ 30.27% |
$161K - $182K
|
4.06K
$660K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
937+ 0.96% |
$159K - $181K
|
98.1K
$16M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
931+ 55.32% |
$158K - $179K
|
2.61K
$425K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
905+ 3.53% |
$154K - $174K
|
26.5K
$4.31M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
905New |
$154K - $174K
|
905
$147K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
894+ 7.94% |
$152K - $172K
|
12.1K
$1.97M
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
878+ 4.5% |
$149K - $169K
|
20.4K
$3.31M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
764+ 42.75% |
$130K - $147K
|
2.55K
$415K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
760+ 7.21% |
$129K - $147K
|
11.3K
$1.84M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
750+ 33.32% |
$128K - $145K
|
3K
$488K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
745New |
$127K - $144K
|
745
$121K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
722+ 3.39% |
$123K - $139K
|
22K
$3.58M
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
708+ 21.44% |
$120K - $136K
|
4.01K
$652K
|