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 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-20- 1.19% |
$3.23K - $3.85K
|
1.66K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-205- 0.65% |
$33.1K - $39.4K
|
31.4K
$6.35M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
6.33KNew |
$1.02M - $1.22M
|
6.33K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
330+ 11.95% |
$53.2K - $63.5K
|
3.09K
$625K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
344+ 8.47% |
$55.5K - $66.2K
|
4.41K
$891K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
155New |
$25K - $29.8K
|
155
$31.3K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.27K+ 11.23% |
$205K - $244K
|
12.6K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.68K- 16.61% |
$431K - $514K
|
13.4K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-169- 20.46% |
$27.3K - $32.5K
|
657
$133K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.03K- 32.76% |
$1.3M - $1.54M
|
16.5K
$3.33M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30.5K+ 169.83% |
$4.92M - $5.86M
|
48.4K
$9.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.73K+ 2.95% |
$440K - $524K
|
95.2K
$19.2M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.1K- 74.14% |
$178K - $212K
|
384
$77.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
238+ 1.74% |
$38.4K - $45.8K
|
13.9K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
660+ 13.59% |
$106K - $127K
|
5.52K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
871+ 3.94% |
$140K - $167K
|
23K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-10.7K- 29.37% |
$1.72M - $2.05M
|
25.6K
$5.18M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-929- 15.39% |
$150K - $179K
|
5.11K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.11KNew |
$1.31M - $1.56M
|
8.11K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.63K+ 1.92% |
$263K - $314K
|
86.4K
$17.5M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-82- 2.99% |
$13.2K - $15.8K
|
2.66K
$537K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-28K- 74.32% |
$4.52M - $5.39M
|
9.68K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.82K+ 15.01% |
$293K - $349K
|
13.9K
$2.81M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
312New |
$50.3K - $60K
|
312
$63.1K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
6New |
$968 - $1.15K
|
6
$1.21K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-30- 16.22% |
$4.84K - $5.77K
|
155
$31.3K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.69% |
$8.71K - $10.4K
|
3.26K
$659K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-97- 0.92% |
$15.6K - $18.7K
|
10.4K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.75KNew |
$282K - $336K
|
1.75K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
401+ 34.9% |
$64.7K - $77.1K
|
1.55K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 1.99% |
$257K - $307K
|
81.7K
$16.5M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.07% |
$323 - $385
|
2.67K
$539K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
90New |
$14.5K - $17.3K
|
90
$18.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-98- 2.05% |
$15.8K - $18.8K
|
4.67K
$945K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
537New |
$86.6K - $103K
|
537
$109K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.83K- 20.3% |
$295K - $351K
|
7.17K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.81K- 54.18% |
$452K - $539K
|
2.37K
$479K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.07% |
$161 - $192
|
1.37K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.29K- 7.38% |
$370K - $441K
|
28.8K
$5.81M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
53+ 1.89% |
$8.55K - $10.2K
|
2.85K
$576K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.15% |
$323 - $385
|
1.31K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.65% |
$2.74K - $3.27K
|
2.6K
$526K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.56K+ 11.92% |
$251K - $299K
|
14.6K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
971+ 60.05% |
$157K - $187K
|
2.59K
$523K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 0.1% |
$968 - $1.15K
|
5.87K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.13K- 6.2% |
$182K - $217K
|
17.1K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
579+ 3.43% |
$93.4K - $111K
|
17.5K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
16+ 0.62% |
$2.58K - $3.08K
|
2.62K
$529K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
557+ 2.73% |
$89.8K - $107K
|
20.9K
$4.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
105KNew |
$16.9M - $20.2M
|
105K
$21.2M
|