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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.19K- 3.65% |
$335K - $396K
|
57.9K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.14K- 2.37% |
$174K - $205K
|
46.9K
$8.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.07% |
$153 - $180
|
1.52K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.82K- 17.97% |
$431K - $509K
|
12.9K
$2.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.19% |
$459 - $541
|
1.6K
$307K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-201- 6.09% |
$30.7K - $36.3K
|
3.1K
$594K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-142- 12.86% |
$21.7K - $25.6K
|
962
$184K
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.72K- 1.54% |
$568K - $670K
|
238K
$45.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
315New |
$48.2K - $56.8K
|
315
$60.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-106- 3.07% |
$16.2K - $19.1K
|
3.35K
$642K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
260K+ 60.79% |
$39.7M - $46.8M
|
686K
$132M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-117- 10.67% |
$17.9K - $21.1K
|
980
$188K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
87New |
$13.3K - $15.7K
|
87
$16.7K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2- 0.08% |
$306 - $361
|
2.53K
$485K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.57% |
$2.6K - $3.07K
|
2.95K
$566K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.68K+ 59.66% |
$409K - $483K
|
7.17K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 2.98% |
$262K - $309K
|
59.1K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
252+ 19.0% |
$38.5K - $45.5K
|
1.58K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68+ 67.33% |
$10.4K - $12.3K
|
169
$32.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-309- 9.67% |
$47.2K - $55.7K
|
2.89K
$553K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.01KNew |
$155K - $183K
|
1.01K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
37+ 2.72% |
$5.66K - $6.67K
|
1.4K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.36K- 42.67% |
$1.13M - $1.33M
|
9.89K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-57- 1.69% |
$8.72K - $10.3K
|
3.32K
$636K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.08% |
$612 - $722
|
5.1K
$977K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.29KNew |
$196K - $232K
|
1.29K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
648+ 558.62% |
$99.1K - $117K
|
764
$146K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
4.81KNew |
$735K - $867K
|
4.81K
$921K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-488- 22.53% |
$74.6K - $88K
|
1.68K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-29.9K- 41.77% |
$4.57M - $5.39M
|
41.7K
$7.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.7K- 6.15% |
$412K - $487K
|
41.2K
$7.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
78+ 3.56% |
$11.9K - $14.1K
|
2.27K
$434K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.32KClosed |
$201K - $238K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 136.81% |
$2.28M - $2.69M
|
25.8K
$4.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.02% |
$153 - $180
|
4.14K
$794K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.23K- 13.22% |
$647K - $763K
|
27.8K
$5.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
376+ 158.65% |
$57.5K - $67.8K
|
613
$117K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 0.26% |
$3.82K - $4.51K
|
9.56K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.03K+ 12.03% |
$464K - $547K
|
28.2K
$5.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
45+ 0.83% |
$6.88K - $8.12K
|
5.46K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.2K- 13.48% |
$184K - $217K
|
7.72K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-377- 1.9% |
$57.6K - $68K
|
19.5K
$3.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-168- 4.43% |
$25.7K - $30.3K
|
3.62K
$694K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3- 0.1% |
$459 - $541
|
3K
$575K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
200+ 5.06% |
$30.6K - $36.1K
|
4.16K
$796K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$153 - $180
|
1.92K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-445- 9.3% |
$68K - $80.3K
|
4.34K
$832K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-6.74K- 58.65% |
$1.03M - $1.22M
|
4.75K
$910K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.05KNew |
$466K - $550K
|
3.05K
$584K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
53+ 2.62% |
$8.1K - $9.56K
|
2.08K
$398K
|