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 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-159- 5.08% |
$25.6K - $30.6K
|
2.97K
$601K
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
952+ 73.8% |
$154K - $183K
|
2.24K
$453K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-523- 2.38% |
$84.3K - $101K
|
21.5K
$4.34M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.54K- 53.8% |
$1.05M - $1.26M
|
5.61K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-73Closed |
$11.8K - $14K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$3.83M - $4.57M
|
23.8K
$4.8M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.1K- 69.47% |
$1.47M - $1.75M
|
4K
$809K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.99K+ 63.13% |
$966K - $1.15M
|
15.5K
$3.13M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.41K- 3.81% |
$227K - $270K
|
35.5K
$7.18M
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.9KNew |
$306K - $364K
|
1.9K
$383K
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
373+ 33.91% |
$60.2K - $71.7K
|
1.47K
$298K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-319- 0.64% |
$51.4K - $61.3K
|
49.6K
$10M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.45K+ 13.61% |
$234K - $279K
|
12.1K
$2.45M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36- 1.78% |
$5.81K - $6.92K
|
1.99K
$401K
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.8KNew |
$1.91M - $2.27M
|
11.8K
$2.39M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
198+ 1.42% |
$31.9K - $38.1K
|
14.1K
$2.86M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115+ 0.12% |
$18.5K - $22.1K
|
98.2K
$19.9M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-91- 1.33% |
$14.7K - $17.5K
|
6.74K
$1.36M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.73K+ 140.98% |
$763K - $910K
|
8.09K
$1.63M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-731- 80.77% |
$118K - $141K
|
174
$35.2K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-600- 14.24% |
$96.8K - $115K
|
3.61K
$730K
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-773- 4.78% |
$125K - $149K
|
15.4K
$3.11M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40- 2.54% |
$6.45K - $7.69K
|
1.53K
$310K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-118K- 65.77% |
$19M - $22.7M
|
61.4K
$12.4M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-52- 0.48% |
$8.39K - $10K
|
10.7K
$2.17M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
490New |
$79K - $94.2K
|
490
$99K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.86K+ 98.1% |
$300K - $357K
|
3.75K
$759K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.02K+ 13.29% |
$486K - $580K
|
25.7K
$5.2M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
49+ 2.31% |
$7.9K - $9.42K
|
2.17K
$438K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.11K- 3.42% |
$663K - $791K
|
116K
$23.5M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 0.77% |
$968 - $1.15K
|
775
$157K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
70New |
$11.3K - $13.5K
|
70
$14.1K
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
40.5KNew |
$6.53M - $7.79M
|
40.5K
$8.19M
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
75+ 3.45% |
$12.1K - $14.4K
|
2.25K
$454K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.72K+ 5.11% |
$760K - $907K
|
97K
$19.6M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-537- 33.65% |
$86.6K - $103K
|
1.06K
$214K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29K+ 43.32% |
$4.68M - $5.58M
|
95.9K
$19.4M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
367+ 12.83% |
$59.2K - $70.6K
|
3.23K
$652K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
111+ 3.32% |
$17.9K - $21.3K
|
3.45K
$698K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.84K+ 706.54% |
$296K - $353K
|
2.1K
$424K
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
40.5KNew |
$6.53M - $7.79M
|
40.5K
$8.19M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.03K- 1.67% |
$166K - $198K
|
60.4K
$12.2M
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.66KNew |
$267K - $319K
|
1.66K
$335K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.05K+ 8.4% |
$331K - $394K
|
26.5K
$5.35M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-566- 7.49% |
$91.3K - $109K
|
6.99K
$1.41M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
40New |
$6.45K - $7.69K
|
40
$8.09K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-123- 5.76% |
$19.8K - $23.7K
|
2.01K
$406K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.92K+ 22.46% |
$955K - $1.14M
|
32.3K
$6.52M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.8K+ 30.97% |
$4.64M - $5.53M
|
122K
$24.6M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.57K+ 4.36% |
$254K - $302K
|
37.6K
$7.61M
|