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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-30- 16.22% |
$4.84K - $5.77K
|
155
$25.3K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 1.99% |
$257K - $307K
|
81.7K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
312New |
$50.3K - $60K
|
312
$51K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
6New |
$968 - $1.15K
|
6
$980
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.69% |
$8.71K - $10.4K
|
3.26K
$532K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$161 - $192
|
1.57K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-97- 0.92% |
$15.6K - $18.7K
|
10.4K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.75KNew |
$282K - $336K
|
1.75K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
401+ 34.9% |
$64.7K - $77.1K
|
1.55K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-142- 7.35% |
$22.9K - $27.3K
|
1.79K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
90New |
$14.5K - $17.3K
|
90
$14.7K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-98- 2.05% |
$15.8K - $18.8K
|
4.67K
$764K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
537New |
$86.6K - $103K
|
537
$87.8K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.83K- 20.3% |
$295K - $351K
|
7.17K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.81K- 54.18% |
$452K - $539K
|
2.37K
$388K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-962- 2.55% |
$155K - $185K
|
36.8K
$6.02M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.15% |
$323 - $385
|
1.31K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
53+ 1.89% |
$8.55K - $10.2K
|
2.85K
$466K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.29K- 7.38% |
$370K - $441K
|
28.8K
$4.7M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.07% |
$161 - $192
|
1.37K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.65% |
$2.74K - $3.27K
|
2.6K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.56K+ 11.92% |
$251K - $299K
|
14.6K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
971+ 60.05% |
$157K - $187K
|
2.59K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-52- 2.76% |
$8.39K - $10K
|
1.83K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 0.1% |
$968 - $1.15K
|
5.87K
$960K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
120+ 0.39% |
$19.4K - $23.1K
|
31.2K
$5.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.13K- 6.2% |
$182K - $217K
|
17.1K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
579+ 3.43% |
$93.4K - $111K
|
17.5K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
16+ 0.62% |
$2.58K - $3.08K
|
2.62K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
557+ 2.73% |
$89.8K - $107K
|
20.9K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
291+ 1.28% |
$46.9K - $56K
|
23K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-311- 4.59% |
$50.2K - $59.8K
|
6.46K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
146+ 1.79% |
$23.5K - $28.1K
|
8.3K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.27K- 60.92% |
$849K - $1.01M
|
3.38K
$552K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
342+ 7.3% |
$55.2K - $65.8K
|
5.03K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
105KNew |
$16.9M - $20.2M
|
105K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-73.2K- 4.69% |
$11.8M - $14.1M
|
1.49M
$243M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$161 - $192
|
5.54K
$905K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.7K- 6.13% |
$5.6M - $6.68M
|
532K
$87M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
51+ 1.93% |
$8.22K - $9.81K
|
2.69K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
116+ 6.0% |
$18.7K - $22.3K
|
2.05K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.32KNew |
$374K - $445K
|
2.32K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-6- 0.2% |
$968 - $1.15K
|
2.93K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7+ 0.14% |
$1.13K - $1.35K
|
5.17K
$845K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2K+ 100.0% |
$323K - $385K
|
4K
$654K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
975New |
$157K - $187K
|
975
$159K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.75K- 16.21% |
$283K - $337K
|
9.06K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
350New |
$56.4K - $67.3K
|
350
$57.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.38K+ 16.42% |
$223K - $266K
|
9.81K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-570- 10.03% |
$91.9K - $110K
|
5.11K
$835K
|