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 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
699+ 5.66% |
$119K - $135K
|
13.1K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
671+ 8.66% |
$114K - $129K
|
8.42K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
604+ 34.83% |
$103K - $116K
|
2.34K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
546+ 13.18% |
$92.8K - $105K
|
4.69K
$762K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
542+ 742.47% |
$92.2K - $104K
|
615
$100K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
536+ 3.88% |
$91.1K - $103K
|
14.4K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
523+ 54.37% |
$88.9K - $101K
|
1.49K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
517+ 0.07% |
$87.9K - $99.7K
|
781K
$127M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
461+ 21.2% |
$78.4K - $88.9K
|
2.64K
$428K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450New |
$76.5K - $86.8K
|
450
$73.1K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
448+ 3.12% |
$76.2K - $86.4K
|
14.8K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
431+ 15.96% |
$73.3K - $83.1K
|
3.13K
$509K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
430+ 17.95% |
$73.1K - $82.9K
|
2.83K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
402+ 7.63% |
$68.4K - $77.5K
|
5.67K
$922K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$68K - $77.1K
|
400
$65K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
400+ 251.57% |
$68K - $77.1K
|
559
$90.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
390+ 5.44% |
$66.3K - $75.2K
|
7.56K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
371New |
$63.1K - $71.5K
|
371
$60.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
360+ 1.09% |
$61.2K - $69.4K
|
33.4K
$5.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
354+ 5.47% |
$60.2K - $68.2K
|
6.83K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
330+ 20.42% |
$56.1K - $63.6K
|
1.95K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
320+ 101.59% |
$54.4K - $61.7K
|
635
$103K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
316+ 10.37% |
$53.7K - $60.9K
|
3.36K
$547K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
310+ 3.03% |
$52.7K - $59.8K
|
10.5K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
301+ 148.28% |
$51.2K - $58K
|
504
$81.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
268+ 1.86% |
$45.6K - $51.7K
|
14.7K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
265+ 3.83% |
$45.1K - $51.1K
|
7.19K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
261New |
$44.4K - $50.3K
|
261
$42.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
250+ 4.43% |
$42.5K - $48.2K
|
5.89K
$957K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
239New |
$40.6K - $46.1K
|
239
$38.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
222New |
$37.7K - $42.8K
|
222
$36.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
216+ 5.21% |
$36.7K - $41.6K
|
4.37K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
215New |
$36.6K - $41.4K
|
215
$34.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
213+ 34.75% |
$36.2K - $41.1K
|
826
$134K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
204+ 4.68% |
$34.7K - $39.3K
|
4.56K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
204+ 1.47% |
$34.7K - $39.3K
|
14.1K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
200+ 6.31% |
$34K - $38.6K
|
3.37K
$548K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
200+ 9.23% |
$34K - $38.6K
|
2.37K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$34K - $38.6K
|
200
$32.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
198+ 13.32% |
$33.7K - $38.2K
|
1.69K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
192+ 2.41% |
$32.6K - $37K
|
8.16K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
179+ 4.94% |
$30.4K - $34.5K
|
3.8K
$618K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
170+ 1.62% |
$28.9K - $32.8K
|
10.7K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
169+ 13.99% |
$28.7K - $32.6K
|
1.38K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
167+ 1.59% |
$28.4K - $32.2K
|
10.7K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
161+ 0.23% |
$27.4K - $31K
|
70.9K
$11.5M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
158New |
$26.9K - $30.5K
|
158
$25.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 146.73% |
$26.7K - $30.3K
|
264
$42.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
153+ 10.57% |
$26K - $29.5K
|
1.6K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
150+ 6.66% |
$25.5K - $28.9K
|
2.4K
$390K
|