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 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.15KNew |
$161K - $227K
|
1.15K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
514+ 3.45% |
$71.9K - $101K
|
15.4K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-595- 24.4% |
$83.2K - $117K
|
1.84K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.04K- 11.05% |
$425K - $599K
|
24.5K
$4.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19- 0.35% |
$2.66K - $3.75K
|
5.36K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
292+ 17.41% |
$40.8K - $57.6K
|
1.97K
$398K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.02KNew |
$143K - $201K
|
1.02K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1+ 0.03% |
$140 - $197
|
3.26K
$658K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$419 - $592
|
1.57K
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
100+ 1.19% |
$14K - $19.7K
|
8.51K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10+ 0.18% |
$1.4K - $1.97K
|
5.65K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
125+ 42.96% |
$17.5K - $24.7K
|
416
$84.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.52K+ 5.31% |
$353K - $498K
|
50.1K
$10.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-11- 0.1% |
$1.54K - $2.17K
|
10.6K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$419 - $592
|
2.11K
$427K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-292- 4.54% |
$40.8K - $57.6K
|
6.14K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
170+ 7.08% |
$23.8K - $33.5K
|
2.57K
$520K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
66+ 3.6% |
$9.23K - $13K
|
1.9K
$384K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-374- 4.17% |
$52.3K - $73.8K
|
8.59K
$1.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 3.11% |
$14.7K - $20.7K
|
3.27K
$660K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
469+ 33.38% |
$65.6K - $92.5K
|
1.87K
$379K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
669+ 10.56% |
$93.5K - $132K
|
7.01K
$1.42M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
22K+ 126.08% |
$3.07M - $4.33M
|
39.4K
$7.96M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.7K- 16.62% |
$936K - $1.32M
|
33.6K
$6.79M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.1K+ 245.57% |
$1.14M - $1.36M
|
9.99K
$2.02M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
6+ 0.04% |
$968 - $1.15K
|
15.8K
$3.2M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.76KNew |
$283K - $337K
|
1.76K
$355K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14+ 0.08% |
$2.26K - $2.69K
|
16.6K
$3.35M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9New |
$1.45K - $1.73K
|
9
$1.82K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
400+ 12.9% |
$64.5K - $76.9K
|
3.5K
$707K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38+ 2.09% |
$6.13K - $7.31K
|
1.86K
$375K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
301New |
$48.5K - $57.9K
|
301
$60.8K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
408+ 13.12% |
$65.8K - $78.5K
|
3.52K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-150- 57.47% |
$24.2K - $28.8K
|
111
$22.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2K+ 10.58% |
$1.64M - $1.96M
|
106K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
179New |
$28.9K - $34.4K
|
179
$36.2K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-527- 15.67% |
$85K - $101K
|
2.84K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.32K- 5.43% |
$213K - $253K
|
23K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.44KNew |
$231K - $276K
|
1.44K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-184K- 7.16% |
$29.6M - $35.3M
|
2.38M
$482M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
872+ 1.35% |
$141K - $168K
|
65.6K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
486+ 0.15% |
$78.4K - $93.5K
|
329K
$66.5M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.03K- 8.7% |
$328K - $391K
|
21.3K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.64K+ 32.96% |
$748K - $892K
|
18.7K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.27K+ 126600.0% |
$204K - $243K
|
1.27K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
85+ 0.83% |
$13.7K - $16.3K
|
10.4K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.46K- 46.63% |
$235K - $281K
|
1.67K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
102New |
$16.4K - $19.6K
|
102
$20.6K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$323 - $385
|
4.36K
$882K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.12% |
$323 - $385
|
1.69K
$341K
|
|