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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
342+ 7.3% |
$55.2K - $65.8K
|
5.03K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.27K- 60.92% |
$849K - $1.01M
|
3.38K
$683K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-311- 4.59% |
$50.2K - $59.8K
|
6.46K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$161 - $192
|
5.54K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.7K- 6.13% |
$5.6M - $6.68M
|
532K
$108M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7+ 0.14% |
$1.13K - $1.35K
|
5.17K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-6- 0.2% |
$968 - $1.15K
|
2.93K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.32KNew |
$374K - $445K
|
2.32K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-73.2K- 4.69% |
$11.8M - $14.1M
|
1.49M
$301M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-570- 10.03% |
$91.9K - $110K
|
5.11K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
350New |
$56.4K - $67.3K
|
350
$70.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.47KNew |
$238K - $283K
|
1.47K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.75K- 16.21% |
$283K - $337K
|
9.06K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
975New |
$157K - $187K
|
975
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
267+ 34.5% |
$43.1K - $51.3K
|
1.04K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-542- 88.13% |
$87.4K - $104K
|
73
$14.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-165- 1.75% |
$26.6K - $31.7K
|
9.24K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.61K- 52.8% |
$743K - $886K
|
4.12K
$832K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
150+ 4.97% |
$24.2K - $28.8K
|
3.17K
$641K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.47KNew |
$238K - $283K
|
1.47K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27- 0.65% |
$4.35K - $5.19K
|
4.16K
$841K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
45New |
$7.26K - $8.65K
|
45
$9.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-48- 97.96% |
$7.74K - $9.23K
|
1
$202
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
317New |
$51.1K - $61K
|
317
$64.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 43.41% |
$3.75M - $4.47M
|
30.3K
$6.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-145- 6.64% |
$23.4K - $27.9K
|
2.04K
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
120+ 2.89% |
$19.4K - $23.1K
|
4.28K
$864K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-760- 3.27% |
$123K - $146K
|
22.5K
$4.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20New |
$3.23K - $3.85K
|
20
$4.04K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.48K- 10.14% |
$238K - $284K
|
13.1K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-312- 7.27% |
$50.3K - $60K
|
3.98K
$804K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
120+ 10.09% |
$19.4K - $23.1K
|
1.31K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-355- 20.89% |
$57.3K - $68.3K
|
1.34K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-200- 12.47% |
$32.3K - $38.5K
|
1.4K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.77KNew |
$447K - $533K
|
2.77K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
616+ 8.66% |
$99.3K - $118K
|
7.73K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15New |
$2.42K - $2.88K
|
15
$3.03K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-250- 5.73% |
$40.3K - $48.1K
|
4.11K
$832K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
17.4K+ 40.27% |
$2.8M - $3.34M
|
60.5K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
886+ 76.38% |
$143K - $170K
|
2.05K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.5K+ 15.08% |
$4.59M - $5.47M
|
217K
$43.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
136+ 9.35% |
$21.9K - $26.2K
|
1.59K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
118+ 9.83% |
$19K - $22.7K
|
1.32K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-93- 2.7% |
$15K - $17.9K
|
3.35K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-856- 39.85% |
$138K - $165K
|
1.29K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.18% |
$645 - $769
|
2.16K
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-159- 2.24% |
$25.6K - $30.6K
|
6.93K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 220.0% |
$10.6K - $12.7K
|
96
$19.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.73K+ 19.17% |
$278K - $332K
|
10.7K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.9K- 88.07% |
$2.08M - $2.48M
|
1.75K
$354K
|