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 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5- 6.41% |
$686 - $788
|
73
$14.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-36- 2.36% |
$4.94K - $5.67K
|
1.49K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
30.2KNew |
$4.14M - $4.76M
|
30.2K
$5.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.04K- 33.93% |
$280K - $322K
|
3.98K
$777K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-54- 2.49% |
$7.4K - $8.51K
|
2.12K
$414K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
422New |
$57.9K - $66.5K
|
422
$82.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-148- 5.01% |
$20.3K - $23.3K
|
2.81K
$548K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.22KNew |
$441K - $507K
|
3.22K
$628K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 8.75% |
$4.8K - $5.51K
|
365
$71.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$13.7K - $15.8K
|
100
$19.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-50- 50.0% |
$6.86K - $7.88K
|
50
$9.76K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.55KNew |
$213K - $245K
|
1.55K
$303K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-425- 4.51% |
$58.3K - $67K
|
9.01K
$1.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
29.5KNew |
$4.04M - $4.64M
|
29.5K
$5.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-566- 20.85% |
$77.6K - $89.2K
|
2.15K
$420K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
159New |
$21.8K - $25.1K
|
159
$31.1K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.81% |
$119 - $144
|
125
$24.4K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
685+ 29.85% |
$81.4K - $98.9K
|
2.98K
$582K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
239New |
$28.4K - $34.5K
|
239
$46.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.54KNew |
$302K - $366K
|
2.54K
$496K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
537New |
$63.8K - $77.5K
|
537
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-15- 3.38% |
$1.78K - $2.17K
|
429
$83.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.58K+ 22.46% |
$306K - $372K
|
14K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
358New |
$42.6K - $51.7K
|
358
$69.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
38New |
$4.52K - $5.49K
|
38
$7.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.92KNew |
$228K - $277K
|
1.92K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.42KNew |
$169K - $205K
|
1.42K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
901New |
$107K - $130K
|
901
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
213New |
$25.3K - $30.8K
|
213
$41.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9- 16.36% |
$1.07K - $1.3K
|
46
$8.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.68KNew |
$913K - $1.11M
|
7.68K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$1.19K - $1.44K
|
10
$1.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
300New |
$35.7K - $43.3K
|
300
$58.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
140New |
$16.6K - $20.2K
|
140
$27.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.4KNew |
$166K - $202K
|
1.4K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$951 - $1.15K
|
8
$1.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
277+ 13.47% |
$32.9K - $40K
|
2.33K
$456K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.46KNew |
$173K - $211K
|
1.46K
$285K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.58KNew |
$187K - $227K
|
1.58K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-596- 29.16% |
$70.9K - $86K
|
1.45K
$283K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10+ 12.05% |
$1.19K - $1.44K
|
93
$18.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
265New |
$31.5K - $38.3K
|
265
$51.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-434- 66.16% |
$51.6K - $62.7K
|
222
$43.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
101+ 13.29% |
$12K - $14.6K
|
861
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$19.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$119 - $144
|
604
$118K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-352- 92.15% |
$41.9K - $50.8K
|
30
$5.86K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-464- 10.37% |
$55.2K - $67K
|
4.01K
$783K
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.4KNew |
$167K - $203K
|
1.4K
$274K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.04KNew |
$480K - $583K
|
4.04K
$789K
|
|