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 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.16K- 56.16% |
$483K - $570K
|
2.47K
$473K
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-618- 4.13% |
$94.5K - $111K
|
14.3K
$2.75M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.55K+ 21.49% |
$389K - $459K
|
14.4K
$2.76M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.29KNew |
$809K - $955K
|
5.29K
$1.01M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-146- 74.49% |
$22.3K - $26.3K
|
50
$9.58K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-117- 0.72% |
$17.9K - $21.1K
|
16.1K
$3.09M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.48KNew |
$837K - $988K
|
5.48K
$1.05M
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16.1K+ 25.66% |
$2.46M - $2.91M
|
78.9K
$15.1M
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.78% |
$1.83K - $2.16K
|
1.52K
$291K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-67- 1.58% |
$10.2K - $12.1K
|
4.19K
$802K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3+ 0.12% |
$459 - $541
|
2.6K
$498K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.21K- 1.12% |
$184K - $217K
|
106K
$20.3M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.42KNew |
$216K - $255K
|
1.42K
$271K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-95- 56.21% |
$14.5K - $17.1K
|
74
$14.2K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.32K+ 37.36% |
$814K - $960K
|
19.6K
$3.75M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-55- 4.35% |
$8.41K - $9.92K
|
1.21K
$232K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.11K+ 3.79% |
$933K - $1.1M
|
167K
$32M
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
74+ 3.98% |
$11.3K - $13.3K
|
1.93K
$370K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.15K+ 670.18% |
$175K - $207K
|
1.32K
$252K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.94KNew |
$1.06M - $1.25M
|
6.94K
$1.33M
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
760+ 49.35% |
$116K - $137K
|
2.3K
$441K
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-150- 2.42% |
$22.9K - $27.1K
|
6.05K
$1.16M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-759- 35.53% |
$116K - $137K
|
1.38K
$264K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
529+ 45.84% |
$80.9K - $95.4K
|
1.68K
$323K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$153 - $180
|
4.36K
$835K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-212- 1.08% |
$32.4K - $38.2K
|
19.4K
$3.71M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.18K- 34.4% |
$639K - $754K
|
7.97K
$1.53M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-128- 2.92% |
$19.6K - $23.1K
|
4.26K
$816K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.16% |
$1.68K - $1.98K
|
6.76K
$1.3M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-52- 4.16% |
$7.95K - $9.38K
|
1.2K
$229K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 11.51% |
$194K - $228K
|
9.73K
$1.86M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
512New |
$78.3K - $92.4K
|
512
$98.1K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3- 0.08% |
$459 - $541
|
3.91K
$749K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
140+ 5.02% |
$21.4K - $25.3K
|
2.93K
$561K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-150- 5.25% |
$22.9K - $27.1K
|
2.71K
$519K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.5K- 43.39% |
$381K - $450K
|
3.26K
$624K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.05K+ 6.32% |
$313K - $370K
|
34.5K
$6.61M
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
46+ 0.11% |
$7.03K - $8.3K
|
43.1K
$8.26M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.17% |
$306 - $361
|
1.15K
$220K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
959+ 2.99% |
$147K - $173K
|
33K
$6.33M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-363- 8.2% |
$55.5K - $65.5K
|
4.07K
$779K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.4K+ 3.09% |
$214K - $252K
|
46.6K
$8.94M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
642+ 9.03% |
$98.2K - $116K
|
7.75K
$1.49M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1- 0.07% |
$153 - $180
|
1.46K
$279K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50- 0.9% |
$7.65K - $9.02K
|
5.52K
$1.06M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30New |
$4.59K - $5.41K
|
30
$5.75K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
73New |
$11.2K - $13.2K
|
73
$14K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13- 0.04% |
$1.99K - $2.35K
|
34.9K
$6.68M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.99K+ 13.71% |
$304K - $359K
|
16.5K
$3.16M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.14% |
$459 - $541
|
2.18K
$418K
|