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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
51New |
$4.54K - $5.27K
|
51
$9.77K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16- 0.61% |
$1.42K - $1.65K
|
2.59K
$497K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
742New |
$66K - $76.7K
|
742
$142K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-800- 8.18% |
$71.2K - $82.7K
|
8.98K
$1.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-650- 18.81% |
$57.8K - $67.2K
|
2.81K
$538K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9New |
$801 - $930
|
9
$1.72K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400New |
$35.6K - $41.3K
|
400
$76.7K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
228New |
$20.3K - $23.6K
|
228
$43.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
179New |
$15.9K - $18.5K
|
179
$34.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
17New |
$1.51K - $1.76K
|
17
$3.26K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
6+ 100.0% |
$534 - $620
|
12
$2.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
640New |
$57K - $66.1K
|
640
$123K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
86New |
$7.65K - $8.89K
|
86
$16.5K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
54New |
$4.91K - $6.24K
|
54
$10.3K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-70Closed |
$6.37K - $8.09K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-31.6K- 27.79% |
$2.87M - $3.66M
|
82.1K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
589+ 26.65% |
$53.6K - $68.1K
|
2.8K
$536K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-63.1KClosed |
$5.73M - $7.29M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-119- 0.57% |
$10.8K - $13.8K
|
20.8K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-62- 76.54% |
$5.64K - $7.17K
|
19
$3.64K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
16.8KNew |
$1.53M - $1.95M
|
16.8K
$3.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50New |
$4.55K - $5.78K
|
50
$9.58K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
46+ 1.83% |
$4.18K - $5.32K
|
2.55K
$489K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-4- 0.39% |
$364 - $463
|
1.03K
$196K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
46New |
$4.18K - $5.32K
|
46
$8.82K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-28.3K- 92.87% |
$2.57M - $3.27M
|
2.17K
$416K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
250New |
$22.7K - $28.9K
|
250
$47.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-371- 11.55% |
$33.7K - $42.9K
|
2.84K
$545K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
929+ 1.71% |
$84.5K - $107K
|
55.2K
$10.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-23- 12.85% |
$2.09K - $2.66K
|
156
$29.9K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-88- 13.64% |
$8.23K - $11K
|
557
$107K
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-2.2KClosed |
$206K - $276K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.13MClosed |
$106M - $142M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-2.4KClosed |
$224K - $300K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-9.63KClosed |
$901K - $1.21M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.3KClosed |
$402K - $538K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.55KClosed |
$239K - $320K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.09KClosed |
$195K - $261K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-350Closed |
$32.7K - $43.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
241+ 1.9% |
$22.5K - $30.2K
|
12.9K
$2.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-133- 74.3% |
$12.4K - $16.7K
|
46
$8.82K
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.07KClosed |
$193K - $259K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-286- 39.94% |
$26.7K - $35.8K
|
430
$82.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.3KNew |
$309K - $413K
|
3.3K
$632K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-240Closed |
$22.4K - $30K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-208Closed |
$19.5K - $26K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13New |
$1.22K - $1.63K
|
13
$2.49K
|
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-56.9KClosed |
$5.32M - $7.12M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.36KNew |
$221K - $295K
|
2.36K
$452K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$1.22K - $1.63K
|
13
$2.49K
|
|