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 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
141New |
$24K - $27.2K
|
141
$22.9K
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
137+ 5.76% |
$23.3K - $26.4K
|
2.52K
$409K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
135+ 10.49% |
$23K - $26K
|
1.42K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
131+ 131.0% |
$22.3K - $25.3K
|
231
$37.5K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
127+ 8.19% |
$21.6K - $24.5K
|
1.68K
$273K
|
|
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
$1.51M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
113New |
$19.2K - $21.8K
|
113
$18.4K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
111+ 0.71% |
$18.9K - $21.4K
|
15.7K
$2.55M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
110+ 4.23% |
$18.7K - $21.2K
|
2.71K
$441K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
105New |
$17.9K - $20.2K
|
105
$17.1K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
100+ 5.3% |
$17K - $19.3K
|
1.99K
$323K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$17K - $19.3K
|
100
$16.3K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
97+ 0.35% |
$16.5K - $18.7K
|
27.7K
$4.51M
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
95+ 4.57% |
$16.2K - $18.3K
|
2.17K
$353K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
94+ 7.59% |
$16K - $18.1K
|
1.33K
$217K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
92+ 3.97% |
$15.6K - $17.7K
|
2.41K
$391K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
90New |
$15.3K - $17.4K
|
90
$14.6K
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
89+ 0.87% |
$15.1K - $17.2K
|
10.3K
$1.67M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
89New |
$15.1K - $17.2K
|
89
$14.5K
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
85+ 4.72% |
$14.5K - $16.4K
|
1.89K
$306K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
71+ 3.89% |
$12.1K - $13.7K
|
1.9K
$308K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
68+ 0.84% |
$11.6K - $13.1K
|
8.15K
$1.32M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
64+ 50.0% |
$10.9K - $12.3K
|
192
$31.2K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
59New |
$10K - $11.4K
|
59
$9.59K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
57+ 1.21% |
$9.69K - $11K
|
4.77K
$776K
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
55New |
$9.35K - $10.6K
|
55
$8.94K
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
51+ 0.25% |
$8.67K - $9.83K
|
20.8K
$3.38M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
51+ 3.04% |
$8.67K - $9.83K
|
1.73K
$281K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49New |
$8.33K - $9.45K
|
49
$7.96K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
48+ 1.52% |
$8.16K - $9.25K
|
3.2K
$521K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
41New |
$6.97K - $7.9K
|
41
$6.66K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
39New |
$6.63K - $7.52K
|
39
$6.34K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
38+ 2.4% |
$6.46K - $7.33K
|
1.62K
$263K
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
36+ 2.86% |
$6.12K - $6.94K
|
1.3K
$211K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
35New |
$5.95K - $6.75K
|
35
$5.69K
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
34+ 0.62% |
$5.78K - $6.55K
|
5.49K
$893K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34+ 0.23% |
$5.78K - $6.55K
|
14.6K
$2.37M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
32New |
$5.44K - $6.17K
|
32
$5.2K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 20.13% |
$5.27K - $5.98K
|
185
$30.1K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 2.96% |
$5.1K - $5.78K
|
1.04K
$170K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25+ 2.01% |
$4.25K - $4.82K
|
1.27K
$206K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
24+ 0.16% |
$4.08K - $4.63K
|
15.2K
$2.47M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24+ 63.16% |
$4.08K - $4.63K
|
62
$10.1K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
22+ 0.08% |
$3.74K - $4.24K
|
26.4K
$4.28M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
19+ 1.86% |
$3.23K - $3.66K
|
1.04K
$170K
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.18% |
$3.06K - $3.47K
|
1.54K
$250K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
17+ 0.58% |
$2.89K - $3.28K
|
2.93K
$476K
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17+ 0.26% |
$2.89K - $3.28K
|
6.49K
$1.05M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$2.21K - $2.51K
|
13
$2.11K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.18% |
$2.04K - $2.31K
|
6.78K
$1.1M
|