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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
483New |
$77.9K - $92.9K
|
483
$94.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.8K+ 31.33% |
$4M - $4.77M
|
104K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
74+ 0.38% |
$11.9K - $14.2K
|
19.4K
$3.8M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-690K- 31.47% |
$111M - $133M
|
1.5M
$293M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$32.3K - $38.5K
|
200
$39.1K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
439New |
$70.8K - $84.4K
|
439
$85.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
92+ 2.94% |
$14.8K - $17.7K
|
3.22K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$161 - $192
|
1.92K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.7KNew |
$2.53M - $3.02M
|
15.7K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
20New |
$3.23K - $3.85K
|
20
$3.91K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.88K+ 146.16% |
$464K - $553K
|
4.84K
$946K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-15- 0.25% |
$2.42K - $2.88K
|
5.91K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.12% |
$323 - $385
|
1.61K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.36KNew |
$219K - $261K
|
1.36K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 1.48% |
$8.06K - $9.62K
|
3.32K
$649K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
299+ 3.71% |
$48.2K - $57.5K
|
8.35K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
110+ 2.57% |
$17.7K - $21.2K
|
4.4K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.8K+ 51.23% |
$1.1M - $1.31M
|
20.1K
$3.92M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
61.1KNew |
$9.86M - $11.8M
|
61.1K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-298- 1.43% |
$48.1K - $57.3K
|
20.5K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$1.29K - $1.54K
|
8
$1.56K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-641- 27.42% |
$103K - $123K
|
1.7K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 0.09% |
$806 - $962
|
5.5K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-207- 2.17% |
$33.4K - $39.8K
|
9.35K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.19K+ 171.13% |
$353K - $421K
|
3.47K
$677K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-235- 9.92% |
$37.9K - $45.2K
|
2.13K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-438- 10.66% |
$70.6K - $84.2K
|
3.67K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-831- 16.3% |
$134K - $160K
|
4.27K
$833K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.29K- 2.25% |
$209K - $249K
|
56.3K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
650+ 0.69% |
$105K - $125K
|
95.2K
$18.6M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11+ 0.38% |
$1.77K - $2.12K
|
2.94K
$575K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.99KNew |
$1.13M - $1.34M
|
6.99K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 3.91% |
$2.45M - $2.92M
|
404K
$78.9M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.23% |
$645 - $769
|
1.73K
$338K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
194+ 3.01% |
$31.3K - $37.3K
|
6.63K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
769+ 8.78% |
$124K - $148K
|
9.52K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
35.7K+ 59.28% |
$5.76M - $6.87M
|
95.9K
$18.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38+ 12.18% |
$6.13K - $7.31K
|
350
$68.4K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-20- 1.19% |
$3.23K - $3.85K
|
1.66K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
330+ 11.95% |
$53.2K - $63.5K
|
3.09K
$604K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-32- 1.05% |
$5.16K - $6.15K
|
3.03K
$591K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
6.33KNew |
$1.02M - $1.22M
|
6.33K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-205- 0.65% |
$33.1K - $39.4K
|
31.4K
$6.14M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.27K+ 11.23% |
$205K - $244K
|
12.6K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-81- 1.05% |
$13.1K - $15.6K
|
7.6K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
344+ 8.47% |
$55.5K - $66.2K
|
4.41K
$861K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
155New |
$25K - $29.8K
|
155
$30.3K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.68K- 16.61% |
$431K - $514K
|
13.4K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-169- 20.46% |
$27.3K - $32.5K
|
657
$128K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.03K- 32.76% |
$1.3M - $1.54M
|
16.5K
$3.22M
|