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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-28.3K- 92.87% |
$2.57M - $3.27M
|
2.17K
$424K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-371- 11.55% |
$33.7K - $42.9K
|
2.84K
$555K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
929+ 1.71% |
$84.5K - $107K
|
55.2K
$10.8M
|
|
Q2 2022 | |||||||
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-2.2KClosed |
$206K - $276K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-2.4KClosed |
$224K - $300K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.13MClosed |
$106M - $142M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
241+ 1.9% |
$22.5K - $30.2K
|
12.9K
$2.52M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.09KClosed |
$195K - $261K
|
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
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-350Closed |
$32.7K - $43.8K
|
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 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-133- 74.3% |
$12.4K - $16.7K
|
46
$8.98K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-240Closed |
$22.4K - $30K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.3KNew |
$309K - $413K
|
3.3K
$644K
|
|
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
$84K
|
|
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
$2.54K
|
|
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
$461K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$1.22K - $1.63K
|
13
$2.54K
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.66K+ 9.76% |
$342K - $458K
|
41.2K
$8.04M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 0.4% |
$93.5 - $125
|
250
$48.8K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.55KClosed |
$239K - $320K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.46KNew |
$137K - $183K
|
1.46K
$285K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-74Closed |
$6.92K - $9.26K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
652New |
$61K - $81.6K
|
652
$127K
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-3.19KClosed |
$298K - $399K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$93.5 - $125
|
162
$31.6K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.14KClosed |
$387K - $518K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.17KClosed |
$203K - $272K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-3.92KClosed |
$367K - $491K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-590- 64.48% |
$55.2K - $73.9K
|
325
$63.5K
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-2.94KClosed |
$275K - $368K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
600New |
$56.1K - $75.1K
|
600
$117K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-2.32K- 27.32% |
$217K - $291K
|
6.18K
$1.21M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-40Closed |
$3.74K - $5.01K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.22% |
$655 - $876
|
3.24K
$633K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-404Closed |
$37.8K - $50.6K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-2.08KClosed |
$195K - $261K
|
0
$0
|
|
Q1 2022 | |||||||
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-12.1KClosed |
$1.31M - $1.65M
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-55Closed |
$5.97K - $7.51K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-62.6KClosed |
$6.79M - $8.55M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-200Closed |
$21.7K - $27.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7Closed |
$759 - $956
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.72KClosed |
$186K - $234K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-67Closed |
$7.27K - $9.15K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-11.2KClosed |
$1.21M - $1.53M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-39.3KClosed |
$4.27M - $5.37M
|
0
$0
|