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 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 0.18% |
$153 - $180
|
566
$108K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 13.39% |
$4.59K - $5.41K
|
254
$48.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
23.6KNew |
$3.61M - $4.26M
|
23.6K
$4.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
103+ 5.77% |
$15.7K - $18.6K
|
1.89K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-21.1K- 94.37% |
$3.22M - $3.8M
|
1.26K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
22+ 1.29% |
$3.36K - $3.97K
|
1.73K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
36+ 0.49% |
$5.5K - $6.49K
|
7.41K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-243- 1.13% |
$37.2K - $43.8K
|
21.3K
$4.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
10.9K+ 0.86% |
$1.67M - $1.97M
|
1.28M
$246M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.53K+ 6.79% |
$845K - $997K
|
86.9K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
843+ 3.83% |
$129K - $152K
|
22.9K
$4.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-669- 13.83% |
$102K - $121K
|
4.17K
$799K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.45KNew |
$221K - $261K
|
1.45K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.57% |
$3.06K - $3.61K
|
3.47K
$664K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-133- 4.2% |
$20.3K - $24K
|
3.04K
$582K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
125+ 126.26% |
$19.1K - $22.5K
|
224
$42.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-92- 4.26% |
$14.1K - $16.6K
|
2.07K
$396K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.94K- 17.75% |
$756K - $892K
|
22.9K
$4.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-949- 5.9% |
$145K - $171K
|
15.1K
$2.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
230+ 16.59% |
$35.2K - $41.5K
|
1.62K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-537- 93.39% |
$82.1K - $96.9K
|
38
$7.28K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.24KNew |
$189K - $224K
|
1.24K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
332+ 6.88% |
$50.8K - $59.9K
|
5.16K
$988K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-128- 54.47% |
$19.6K - $23.1K
|
107
$20.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.18KNew |
$180K - $212K
|
1.18K
$226K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-102- 3.07% |
$15.6K - $18.4K
|
3.22K
$617K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-42- 0.28% |
$6.42K - $7.58K
|
15.2K
$2.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
331+ 26.06% |
$50.6K - $59.7K
|
1.6K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
753+ 3.03% |
$115K - $136K
|
25.6K
$4.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$197K - $232K
|
1.29K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.28K+ 36.92% |
$196K - $232K
|
4.76K
$913K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
102New |
$15.6K - $18.4K
|
102
$19.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
851+ 2.89% |
$130K - $154K
|
30.3K
$5.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.42K+ 165.81% |
$217K - $256K
|
2.28K
$437K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
477+ 10.98% |
$72.9K - $86K
|
4.82K
$924K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.47KNew |
$989K - $1.17M
|
6.47K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
152+ 1.89% |
$23.2K - $27.4K
|
8.19K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-79- 1.65% |
$12.1K - $14.3K
|
4.72K
$904K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-438- 19.3% |
$67K - $79K
|
1.83K
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.37K- 61.96% |
$974K - $1.15M
|
3.91K
$750K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.25KNew |
$190K - $225K
|
1.25K
$239K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.84K- 5.81% |
$586K - $692K
|
62.2K
$11.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
3.29K+ 23.26% |
$503K - $593K
|
17.4K
$3.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.46KNew |
$376K - $444K
|
2.46K
$471K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.89K+ 78.96% |
$1.05M - $1.24M
|
15.6K
$2.99M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
142+ 16.36% |
$21.7K - $25.6K
|
1.01K
$194K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.2K+ 300.0% |
$171K - $210K
|
1.6K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.44KNew |
$205K - $252K
|
1.44K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
45+ 3.36% |
$6.41K - $7.88K
|
1.39K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.83KNew |
$403K - $495K
|
2.83K
$542K
|
|