Ep Wealth Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 14,436 shares of FTEC stock, worth $3.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,436
Previous 5,857 146.47%
Holding current value
$3.3 Million
Previous $944,000 201.59%
% of portfolio
0.02%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$139.8 - $197.22 $1.2 Million - $1.69 Million
8,579 Added 146.47%
14,436 $2.85 Million
Q1 2025

May 15, 2025
BUY
$161.27 - $192.3 $174,816 - $208,453
1,084 Added 22.71%
5,857 $944,000
Q4 2024

Feb 13, 2025
BUY
$170.03 - $192.78 $9,691 - $10,988
57 Added 1.21%
4,773 $882,000
Q3 2024

Nov 14, 2024
BUY
$152.9 - $180.39 $97,703 - $115,269
639 Added 15.67%
4,716 $822,000
Q2 2024

Aug 19, 2024
SELL
$142.51 - $175.12 $72,537 - $89,136
-509 Reduced 11.1%
4,077 $699,000
Q1 2024

May 14, 2024
BUY
$137.1 - $157.55 $28,928 - $33,243
211 Added 4.82%
4,586 $714,000
Q3 2023

Nov 22, 2023
SELL
$121.1 - $135.73 $171,962 - $192,736
-1,420 Reduced 24.5%
4,375 $537,000
Q2 2023

Aug 14, 2023
BUY
$108.86 - $131.04 $630,843 - $759,376
5,795 New
5,795 $757,000
Q4 2022

Jun 12, 2023
BUY
$88.99 - $103.33 $120,759 - $140,218
1,357 New
1,357 $128,000
Q1 2022

May 20, 2022
BUY
$108.47 - $136.53 $146,109 - $183,905
1,347 New
1,347 $166,000
Q1 2021

May 17, 2021
SELL
$100.32 - $112.48 $135,131 - $151,510
-1,347 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$88.11 - $104.93 $118,684 - $141,340
1,347 New
1,347 $141,000

Others Institutions Holding FTEC

# of Institutions
598
Shares Held
18.3M
Call Options Held
48K
Put Options Held
12K
View Full List

About FIDELITY COVINGTON TR MSCI INF

FTEC Quotes by TradingView
  • Ticker FTEC
  • Sector ETFs
  • Industry ETFs
More about FTEC
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