Latest Institutional Transactions on Fidelity Covington Tr Msci Inf (FTEC)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Inf (FTEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-60- 0.92% |
$9.69K - $11.5K
|
6.43K
$1.04M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
137+ 2.42% |
$22.1K - $26.3K
|
5.81K
$938K
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-670- 34.43% |
$108K - $129K
|
1.28K
$206K
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$162 - $192
|
1.3K
$209K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 7.92% |
$177K - $211K
|
14.9K
$2.41M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
51New |
$8.24K - $9.81K
|
51
$8.24K
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-104- 6.77% |
$16.8K - $20K
|
1.43K
$231K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.08K+ 33.56% |
$174K - $208K
|
4.3K
$694K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
983+ 6.47% |
$159K - $189K
|
16.2K
$2.61M
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
9+ 0.25% |
$1.45K - $1.73K
|
3.66K
$591K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-140- 37.74% |
$22.6K - $26.9K
|
231
$37.3K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
745+ 35.54% |
$120K - $143K
|
2.84K
$459K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
212+ 3.17% |
$34.2K - $40.8K
|
6.89K
$1.11M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
291New |
$47K - $56K
|
291
$47K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.95% |
$162 - $192
|
106
$17.1K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
155+ 8.91% |
$25K - $29.8K
|
1.9K
$306K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-362- 3.98% |
$58.5K - $69.6K
|
8.73K
$1.41M
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-30- 0.28% |
$4.85K - $5.77K
|
10.6K
$1.72M
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
447+ 7.59% |
$72.2K - $86K
|
6.34K
$1.02M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 10.63% |
$3.55K - $4.23K
|
229
$37K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-94- 2.71% |
$15.2K - $18.1K
|
3.37K
$545K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
125+ 2.38% |
$20.2K - $24K
|
5.38K
$869K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
58New |
$9.37K - $11.2K
|
58
$9.37K
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-35- 1.66% |
$5.65K - $6.73K
|
2.08K
$335K
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.52K- 16.8% |
$569K - $677K
|
17.4K
$2.81M
|
|
Q4 2024 | |||||||
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
94.5KNew |
$16.1M - $18.2M
|
94.5K
$15.3M
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450New |
$76.5K - $86.8K
|
450
$72.7K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
39New |
$6.63K - $7.52K
|
39
$6.3K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.76K+ 28.37% |
$1.15M - $1.3M
|
30.6K
$4.94M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
92+ 3.97% |
$15.6K - $17.7K
|
2.41K
$389K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
158New |
$26.9K - $30.5K
|
158
$25.5K
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
448+ 3.12% |
$76.2K - $86.4K
|
14.8K
$2.39M
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.46K+ 8.75% |
$248K - $281K
|
18.1K
$2.93M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
200+ 9.23% |
$34K - $38.6K
|
2.37K
$382K
|
|
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
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-390K- 99.46% |
$66.2M - $75.1M
|
2.12K
$342K
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
137+ 5.76% |
$23.3K - $26.4K
|
2.52K
$406K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.49KNew |
$253K - $287K
|
1.49K
$240K
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.16KNew |
$197K - $224K
|
1.16K
$187K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-384- 8.22% |
$65.3K - $74K
|
4.29K
$692K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34+ 0.23% |
$5.78K - $6.55K
|
14.6K
$2.35M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
722+ 3.39% |
$123K - $139K
|
22K
$3.55M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$170 - $193
|
1.69K
$272K
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
708+ 21.44% |
$120K - $136K
|
4.01K
$648K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
215New |
$36.6K - $41.4K
|
215
$34.7K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-564- 12.21% |
$95.9K - $109K
|
4.06K
$655K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.5K+ 80.28% |
$255K - $289K
|
3.36K
$543K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.38K+ 6.19% |
$915K - $1.04M
|
92.3K
$14.9M
|
|
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
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-102- 7.01% |
$17.3K - $19.7K
|
1.35K
$219K
|