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 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 2.4% |
$1.02K - $1.16K
|
256
$41.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.31% |
$850 - $964
|
1.61K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.17% |
$680 - $771
|
2.37K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2+ 0.17% |
$340 - $386
|
1.21K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2+ 0.02% |
$340 - $386
|
8.05K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$340 - $386
|
1.73K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.14% |
$340 - $386
|
1.46K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.06% |
$170 - $193
|
1.6K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.09% |
$170 - $193
|
1.15K
$186K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$170 - $193
|
1.69K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.08% |
$170 - $193
|
1.2K
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$170 - $193
|
1
$162
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$170 - $193
|
1.2K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-1- 0.05% |
$170 - $193
|
1.93K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.02% |
$170 - $193
|
5.1K
$824K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 0.13% |
$340 - $386
|
1.6K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.14% |
$680 - $771
|
2.86K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 57.14% |
$680 - $771
|
3
$485
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5- 0.03% |
$850 - $964
|
19.4K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6- 0.22% |
$1.02K - $1.16K
|
2.74K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.12% |
$1.36K - $1.54K
|
6.42K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-8- 0.32% |
$1.36K - $1.54K
|
2.52K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.21% |
$1.7K - $1.93K
|
4.81K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 0.06% |
$2.04K - $2.31K
|
19.1K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14- 0.29% |
$2.38K - $2.7K
|
4.75K
$767K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-16- 0.64% |
$2.72K - $3.08K
|
2.48K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-18- 0.55% |
$3.06K - $3.47K
|
3.24K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.15% |
$3.4K - $3.86K
|
13.5K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 19.05% |
$3.4K - $3.86K
|
85
$13.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-24- 0.5% |
$4.08K - $4.63K
|
4.78K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29- 1.15% |
$4.93K - $5.59K
|
2.49K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-29- 1.09% |
$4.93K - $5.59K
|
2.62K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-33- 0.51% |
$5.61K - $6.36K
|
6.44K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34- 2.45% |
$5.78K - $6.55K
|
1.35K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-39- 2.96% |
$6.63K - $7.52K
|
1.28K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 1.44% |
$6.63K - $7.52K
|
2.67K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-42- 0.51% |
$7.14K - $8.1K
|
8.12K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-43- 1.42% |
$7.31K - $8.29K
|
2.99K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-43- 58.9% |
$7.31K - $8.29K
|
30
$4.85K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 0.16% |
$8.5K - $9.64K
|
31.1K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-50- 1.15% |
$8.5K - $9.64K
|
4.29K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-52- 3.2% |
$8.84K - $10K
|
1.57K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-57- 3.61% |
$9.69K - $11K
|
1.52K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-58- 13.84% |
$9.86K - $11.2K
|
361
$58.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-61- 3.01% |
$10.4K - $11.8K
|
1.97K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-69- 8.12% |
$11.7K - $13.3K
|
781
$126K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-72- 4.75% |
$12.2K - $13.9K
|
1.45K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-75- 4.57% |
$12.8K - $14.5K
|
1.57K
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-84- 29.58% |
$14.3K - $16.2K
|
200
$32.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 1.01% |
$15.8K - $17.9K
|
9.1K
$1.47M
|