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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-10Closed |
$1.04K - $1.18K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
49+ 490.0% |
$5.09K - $5.79K
|
59
$11.3K
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.99KClosed |
$206K - $235K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-2.2KClosed |
$229K - $260K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
890New |
$92.5K - $105K
|
890
$171K
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-61Closed |
$6.12K - $6.86K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-61Closed |
$6.12K - $6.86K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-200Closed |
$20.1K - $22.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11Closed |
$1.1K - $1.24K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.6KClosed |
$1.16M - $1.31M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-16Closed |
$1.61K - $1.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3Closed |
$301 - $337
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
9.73KNew |
$976K - $1.09M
|
9.73K
$1.86M
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-58Closed |
$5.82K - $6.52K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-398Closed |
$39.9K - $44.8K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
192New |
$19.3K - $21.6K
|
192
$36.8K
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-374Closed |
$37.5K - $42.1K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.1KClosed |
$211K - $237K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
3New |
$301 - $337
|
3
$575
|
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.02KClosed |
$202K - $227K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-69.6KClosed |
$6.98M - $7.82M
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-800Closed |
$80.3K - $90K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
159New |
$14K - $16.7K
|
159
$30.5K
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$8.81K - $10.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-450Closed |
$39.6K - $47.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$1.15M - $1.37M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.3KNew |
$379K - $451K
|
4.3K
$824K
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-6Closed |
$529 - $630
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.07KClosed |
$270K - $322K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4Closed |
$352 - $420
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-55Closed |
$4.85K - $5.77K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-23.4KClosed |
$2.06M - $2.46M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-26.9KClosed |
$2.37M - $2.82M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-12.2KClosed |
$1.08M - $1.28M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Altfest L J & CO Inc
|
SELL
|
- |
-80.7KClosed |
$7.11M - $8.46M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-620Closed |
$51.1K - $62K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.18K+ 38.68% |
$96.9K - $117K
|
4.21K
$807K
|
|
|
Nov 12, 2020
Q3 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-162Closed |
$13.4K - $16.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.38KClosed |
$114K - $138K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-34KClosed |
$2.81M - $3.4M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.32KClosed |
$109K - $132K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1Closed |
$82.5 - $100
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1Closed |
$82.5 - $100
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-59Closed |
$4.87K - $5.9K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.63KNew |
$465K - $563K
|
5.63K
$1.08M
|
|
|
Oct 22, 2020
Q3 2020
|
Q3 Asset Management
|
SELL
|
- |
-23.9KClosed |
$1.97M - $2.39M
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Round Table Services, LLC
|
SELL
|
- |
-5KClosed |
$412K - $500K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-550Closed |
$45.4K - $55K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-66- 37.5% |
$3.94K - $5.44K
|
110
$21.1K
|
|
|
Aug 14, 2020
Q2 2020
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.4KClosed |
$262K - $362K
|
0
$0
|
|