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
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-93- 48.69% |
$15.8K - $17.9K
|
98
$15.8K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-99- 0.83% |
$16.8K - $19.1K
|
11.9K
$1.92M
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-100- 8.33% |
$17K - $19.3K
|
1.1K
$178K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-102- 7.01% |
$17.3K - $19.7K
|
1.35K
$219K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-126- 4.59% |
$21.4K - $24.3K
|
2.62K
$423K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-133- 6.44% |
$22.6K - $25.6K
|
1.93K
$312K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-133- 5.87% |
$22.6K - $25.6K
|
2.13K
$345K
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-146- 0.64% |
$24.8K - $28.1K
|
22.7K
$3.67M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-152- 3.74% |
$25.8K - $29.3K
|
3.91K
$632K
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-165- 7.25% |
$28.1K - $31.8K
|
2.11K
$341K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-165- 38.82% |
$28.1K - $31.8K
|
260
$42K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-192- 5.78% |
$32.6K - $37K
|
3.13K
$505K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 1.19% |
$34K - $38.6K
|
16.6K
$2.68M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-205- 3.48% |
$34.9K - $39.5K
|
5.68K
$918K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-225- 6.13% |
$38.3K - $43.4K
|
3.45K
$557K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-229- 0.19% |
$38.9K - $44.1K
|
120K
$19.4M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 45.45% |
$42.5K - $48.2K
|
300
$48.5K
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-256- 2.77% |
$43.5K - $49.4K
|
9K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-268- 8.94% |
$45.6K - $51.7K
|
2.73K
$441K
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-269- 3.66% |
$45.7K - $51.9K
|
7.09K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-278- 0.48% |
$47.3K - $53.6K
|
57.6K
$9.3M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-282- 4.66% |
$47.9K - $54.4K
|
5.78K
$933K
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-284- 20.34% |
$48.3K - $54.7K
|
1.11K
$180K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-294- 3.97% |
$50K - $56.7K
|
7.11K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 3.34% |
$51K - $57.8K
|
8.68K
$1.4M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300- 10.4% |
$51K - $57.8K
|
2.59K
$418K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 7.97% |
$51K - $57.8K
|
3.47K
$560K
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-317- 3.26% |
$53.9K - $61.1K
|
9.4K
$1.52M
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-318- 4.85% |
$54.1K - $61.3K
|
6.25K
$1.01M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-319- 12.93% |
$54.2K - $61.5K
|
2.15K
$347K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-322- 0.93% |
$54.7K - $62.1K
|
34.4K
$5.55M
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-331- 9.07% |
$56.3K - $63.8K
|
3.32K
$536K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-344- 1.46% |
$58.5K - $66.3K
|
23.3K
$3.76M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-384- 8.22% |
$65.3K - $74K
|
4.29K
$692K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-392- 2.1% |
$66.7K - $75.6K
|
18.2K
$2.95M
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-417- 0.18% |
$70.9K - $80.4K
|
238K
$38.4M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-436- 2.23% |
$74.1K - $84.1K
|
19.1K
$3.09M
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-439- 2.64% |
$74.6K - $84.6K
|
16.2K
$2.61M
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-505- 8.35% |
$85.9K - $97.4K
|
5.54K
$895K
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-515- 12.36% |
$87.6K - $99.3K
|
3.65K
$590K
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-537- 2.44% |
$91.3K - $104K
|
21.5K
$3.47M
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-553- 16.5% |
$94K - $107K
|
2.8K
$452K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-555- 0.94% |
$94.4K - $107K
|
58.6K
$9.46M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-564- 12.21% |
$95.9K - $109K
|
4.06K
$655K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-566- 2.65% |
$96.2K - $109K
|
20.8K
$3.35M
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-632- 22.07% |
$107K - $122K
|
2.23K
$360K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-681- 1.1% |
$116K - $131K
|
61.4K
$9.92M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-687- 1.65% |
$117K - $132K
|
41K
$6.62M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-738- 8.27% |
$125K - $142K
|
8.19K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-847- 3.37% |
$144K - $163K
|
24.3K
$3.92M
|