Capital Analysts, LLC Fidelity Covington Tr Msci Inf Transaction History

Capital Analysts, LLC

$2.26 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$121.1 - $135.73 $6,902 - $7,736	57 New	57 $7,000
Q2 2021 Aug 05, 2021	BUY	$103.96 - $118.18 $5,198 - $5,909	50 New	50 $6,000

Others Institutions Holding FTEC

# of Institutions

465

Shares Held

14.1M

Call Options Held

19.2K

Put Options Held

6.1K

Charles Schwab Investment Management Inc San Francisco, CA

2.3M
Shares

$386 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$312 Million
1.78% of portfolio
Churchill Management Corp

1.27M
Shares

$214 Million
2.59% of portfolio
Commonwealth Equity Services, LLC

844K
Shares

$142 Million
0.23% of portfolio
Envestnet Asset Management Inc

427K
Shares

$71.8 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
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