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 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-878- 14.5% |
$149K - $169K
|
5.18K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-904- 6.09% |
$154K - $174K
|
13.9K
$2.25M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-931- 30.67% |
$158K - $179K
|
2.11K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 10.35% |
$171K - $194K
|
8.72K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 2.51% |
$184K - $209K
|
42K
$6.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.14K- 1.07% |
$193K - $219K
|
105K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.22K- 2.38% |
$207K - $235K
|
49.9K
$8.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.22K- 12.37% |
$208K - $236K
|
8.67K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.33K- 5.15% |
$226K - $257K
|
24.5K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.37K- 1.6% |
$233K - $264K
|
84K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.46K- 7.95% |
$248K - $281K
|
16.9K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.72K- 6.85% |
$292K - $331K
|
23.4K
$3.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.77K- 25.52% |
$301K - $341K
|
5.17K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.8K- 39.43% |
$306K - $346K
|
2.76K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.88K- 4.02% |
$319K - $362K
|
44.8K
$7.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.03K- 26.35% |
$346K - $392K
|
5.68K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.09K- 2.4% |
$355K - $403K
|
84.8K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 6.94% |
$399K - $452K
|
31.5K
$5.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.58K- 6.68% |
$439K - $497K
|
36.1K
$5.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.77K- 16.67% |
$470K - $533K
|
13.8K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.01K- 15.58% |
$512K - $580K
|
16.3K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.09K- 12.0% |
$526K - $596K
|
22.7K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.26K- 94.03% |
$554K - $628K
|
207
$33.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.42K- 8.29% |
$581K - $659K
|
37.8K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.33K- 37.63% |
$737K - $835K
|
7.18K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.94K- 75.33% |
$1.35M - $1.53M
|
2.6K
$420K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.32K- 56.42% |
$1.58M - $1.8M
|
7.2K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.9K- 12.14% |
$1.86M - $2.11M
|
79.1K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-12K- 2.97% |
$2.04M - $2.32M
|
392K
$63.4M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-13K- 87.39% |
$2.2M - $2.5M
|
1.87K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-19K- 65.67% |
$3.23M - $3.66M
|
9.92K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.1K- 15.34% |
$3.43M - $3.88M
|
111K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20.7K- 21.03% |
$3.52M - $3.99M
|
77.6K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21.7K- 71.52% |
$3.69M - $4.18M
|
8.64K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-27.9K- 22.5% |
$4.75M - $5.39M
|
96.3K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-28.2K- 43.73% |
$4.79M - $5.44M
|
36.3K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-29K- 61.73% |
$4.92M - $5.58M
|
18K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-32.2K- 2.02% |
$5.48M - $6.21M
|
1.56M
$252M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-33.9K- 15.23% |
$5.77M - $6.54M
|
189K
$30.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.8K- 27.83% |
$6.09M - $6.9M
|
92.8K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55.3K- 2.11% |
$9.4M - $10.7M
|
2.57M
$415M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-76.3K- 3.36% |
$13M - $14.7M
|
2.19M
$354M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-119K- 17.4% |
$20.3M - $23M
|
567K
$91.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-390K- 99.46% |
$66.2M - $75.1M
|
2.12K
$342K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-809K- 99.8% |
$138M - $156M
|
1.6K
$259K
|