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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-29.9K- 41.77% |
$4.57M - $5.39M
|
41.7K
$7.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
78+ 3.56% |
$11.9K - $14.1K
|
2.27K
$395K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.7K- 6.15% |
$412K - $487K
|
41.2K
$7.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
376+ 158.65% |
$57.5K - $67.8K
|
613
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-488- 22.53% |
$74.6K - $88K
|
1.68K
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.32KClosed |
$201K - $238K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 136.81% |
$2.28M - $2.69M
|
25.8K
$4.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.02% |
$153 - $180
|
4.14K
$722K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.23K- 13.22% |
$647K - $763K
|
27.8K
$4.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$153 - $180
|
1.92K
$335K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.2K- 13.48% |
$184K - $217K
|
7.72K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-377- 1.9% |
$57.6K - $68K
|
19.5K
$3.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-168- 4.43% |
$25.7K - $30.3K
|
3.62K
$632K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3- 0.1% |
$459 - $541
|
3K
$523K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
200+ 5.06% |
$30.6K - $36.1K
|
4.16K
$724K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-445- 9.3% |
$68K - $80.3K
|
4.34K
$757K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-6.74K- 58.65% |
$1.03M - $1.22M
|
4.75K
$828K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.16K- 56.16% |
$483K - $570K
|
2.47K
$430K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.05KNew |
$466K - $550K
|
3.05K
$531K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
53+ 2.62% |
$8.1K - $9.56K
|
2.08K
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-618- 4.13% |
$94.5K - $111K
|
14.3K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.55K+ 21.49% |
$389K - $459K
|
14.4K
$2.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-146- 74.49% |
$22.3K - $26.3K
|
50
$8.72K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-117- 0.72% |
$17.9K - $21.1K
|
16.1K
$2.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.48KNew |
$837K - $988K
|
5.48K
$955K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16.1K+ 25.66% |
$2.46M - $2.91M
|
78.9K
$13.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.78% |
$1.83K - $2.16K
|
1.52K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.29KNew |
$809K - $955K
|
5.29K
$923K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3+ 0.12% |
$459 - $541
|
2.6K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.21K- 1.12% |
$184K - $217K
|
106K
$18.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-67- 1.58% |
$10.2K - $12.1K
|
4.19K
$730K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.42KNew |
$216K - $255K
|
1.42K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-95- 56.21% |
$14.5K - $17.1K
|
74
$12.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.32K+ 37.36% |
$814K - $960K
|
19.6K
$3.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-55- 4.35% |
$8.41K - $9.92K
|
1.21K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.11K+ 3.79% |
$933K - $1.1M
|
167K
$29.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
74+ 3.98% |
$11.3K - $13.3K
|
1.93K
$337K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.15K+ 670.18% |
$175K - $207K
|
1.32K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.94KNew |
$1.06M - $1.25M
|
6.94K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
760+ 49.35% |
$116K - $137K
|
2.3K
$401K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-150- 2.42% |
$22.9K - $27.1K
|
6.05K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-759- 35.53% |
$116K - $137K
|
1.38K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-128- 2.92% |
$19.6K - $23.1K
|
4.26K
$742K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.18K- 34.4% |
$639K - $754K
|
7.97K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-212- 1.08% |
$32.4K - $38.2K
|
19.4K
$3.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$153 - $180
|
4.36K
$760K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
529+ 45.84% |
$80.9K - $95.4K
|
1.68K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.16% |
$1.68K - $1.98K
|
6.76K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-52- 4.16% |
$7.95K - $9.38K
|
1.2K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 11.51% |
$194K - $228K
|
9.73K
$1.7M
|