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 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
$1.1M
|
|
|
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
$21.5K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-852Closed |
$50.8K - $70.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.4KClosed |
$262K - $362K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-10.3KClosed |
$617K - $852K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-691Closed |
$41.2K - $57K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Next Capital Management LLC
|
SELL
|
- |
-1.67KClosed |
$99.3K - $137K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
140New |
$8.35K - $11.5K
|
140
$27.3K
|
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-17Closed |
$1.01K - $1.4K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-5.86KClosed |
$349K - $483K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.53KClosed |
$270K - $374K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5KClosed |
$274K - $404K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12.8KNew |
$701K - $1.03M
|
12.8K
$2.5M
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-71Closed |
$3.89K - $5.74K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.2KClosed |
$175K - $259K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-8.91KClosed |
$488K - $720K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-111Closed |
$6.08K - $8.97K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.6KClosed |
$361K - $533K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-6.28KClosed |
$344K - $508K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-68.8KClosed |
$3.77M - $5.56M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5KClosed |
$310K - $364K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
BUY
|
- |
697+ 6.55% |
$43.2K - $50.7K
|
11.3K
$2.22M
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1.35KClosed |
$81.5K - $89.1K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-73Closed |
$4.41K - $4.82K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-25Closed |
$1.51K - $1.65K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-84Closed |
$5.07K - $5.55K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.86KClosed |
$354K - $387K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.28KClosed |
$77.1K - $84.3K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.63KClosed |
$98.1K - $107K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.83KClosed |
$385K - $431K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12.7KClosed |
$719K - $805K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.98KClosed |
$281K - $314K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-100Closed |
$5.64K - $6.32K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.89KClosed |
$163K - $182K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-200Closed |
$11.3K - $12.6K
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-112Closed |
$6.32K - $7.08K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-20- 95.24% |
$938 - $1.21K
|
1
$195
|
|
|
May 15, 2019
Q1 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.83KClosed |
$320K - $411K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Citizens & Northern Corp
|
SELL
|
- |
-5.24KClosed |
$246K - $316K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Destination Wealth Management
|
SELL
|
- |
-221Closed |
$10.4K - $13.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Nov 14, 2019
Q4 2018
|
Orser Capital Management, LLC
|
SELL
|
- |
-14.3KClosed |
$655K - $866K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-2.78KClosed |
$127K - $168K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-31.2KClosed |
$1.43M - $1.89M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.94KClosed |
$180K - $238K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.11KClosed |
$51K - $67.3K
|
0
$0
|
|