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 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
162New |
$14.9K - $18.5K
|
162
$31.6K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.91KNew |
$175K - $217K
|
1.91K
$372K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1New |
$92 - $114
|
1
$195
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-91Closed |
$8.37K - $10.4K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.24% |
$184 - $228
|
837
$163K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
2.05KNew |
$189K - $234K
|
2.05K
$400K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
609New |
$56K - $69.4K
|
609
$119K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6+ 0.22% |
$552 - $684
|
2.73K
$533K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22New |
$2.02K - $2.51K
|
22
$4.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.78K+ 100.0% |
$256K - $317K
|
5.56K
$1.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.8KNew |
$166K - $205K
|
1.8K
$352K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.06KNew |
$281K - $348K
|
3.06K
$597K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10New |
$920 - $1.14K
|
10
$1.95K
|
|
| Q4 2022 | |||||||
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-87Closed |
$7.74K - $8.99K
|
0
$0
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-437- 86.36% |
$38.9K - $45.2K
|
69
$13.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
130New |
$11.6K - $13.4K
|
130
$25.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.5K+ 52.06% |
$756K - $878K
|
24.8K
$4.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.43KNew |
$216K - $251K
|
2.43K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.44KNew |
$306K - $355K
|
3.44K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.94% |
$89 - $103
|
35
$6.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
302New |
$26.9K - $31.2K
|
302
$59K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2New |
$178 - $207
|
2
$391
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
751New |
$66.8K - $77.6K
|
751
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.44K+ 97.29% |
$128K - $148K
|
2.91K
$569K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.44K- 63.46% |
$217K - $252K
|
1.41K
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
125New |
$11.1K - $12.9K
|
125
$24.4K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
51New |
$4.54K - $5.27K
|
51
$9.96K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16- 0.61% |
$1.42K - $1.65K
|
2.59K
$506K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
742New |
$66K - $76.7K
|
742
$145K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-650- 18.81% |
$57.8K - $67.2K
|
2.81K
$548K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9New |
$801 - $930
|
9
$1.76K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400New |
$35.6K - $41.3K
|
400
$78.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
179New |
$15.9K - $18.5K
|
179
$35K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
228New |
$20.3K - $23.6K
|
228
$44.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
17New |
$1.51K - $1.76K
|
17
$3.32K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
6+ 100.0% |
$534 - $620
|
12
$2.34K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
640New |
$57K - $66.1K
|
640
$125K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
86New |
$7.65K - $8.89K
|
86
$16.8K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-5.56K- 24.6% |
$505K - $643K
|
17K
$3.33M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
54New |
$4.91K - $6.24K
|
54
$10.5K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-70Closed |
$6.37K - $8.09K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
589+ 26.65% |
$53.6K - $68.1K
|
2.8K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-119- 0.57% |
$10.8K - $13.8K
|
20.8K
$4.06M
|
|
|
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
|
First Manhattan CO
New York, NY |
SELL
|
- |
-62- 76.54% |
$5.64K - $7.17K
|
19
$3.71K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-31.6K- 27.79% |
$2.87M - $3.66M
|
82.1K
$16M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
16.8KNew |
$1.53M - $1.95M
|
16.8K
$3.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
46+ 1.83% |
$4.18K - $5.32K
|
2.55K
$499K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-4- 0.39% |
$364 - $463
|
1.03K
$200K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
46New |
$4.18K - $5.32K
|
46
$8.98K
|
|