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 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.34K+ 0.56% |
$216K - $258K
|
239K
$46.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
3.01KNew |
$485K - $578K
|
3.01K
$587K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
247+ 21.67% |
$39.8K - $47.5K
|
1.39K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
886+ 76.38% |
$143K - $170K
|
2.05K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.65K+ 15.7% |
$1.23M - $1.47M
|
56.4K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-93- 2.7% |
$15K - $17.9K
|
3.35K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.72KNew |
$277K - $331K
|
1.72K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.18% |
$645 - $769
|
2.16K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-856- 39.85% |
$138K - $165K
|
1.29K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.38K- 6.4% |
$222K - $264K
|
20.1K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-155- 3.97% |
$25K - $29.8K
|
3.75K
$733K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-73- 0.17% |
$11.8K - $14K
|
42K
$8.2M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-159- 2.24% |
$25.6K - $30.6K
|
6.93K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 220.0% |
$10.6K - $12.7K
|
96
$18.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.73K+ 19.17% |
$278K - $332K
|
10.7K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 4.14% |
$5K - $5.96K
|
779
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.9K- 88.07% |
$2.08M - $2.48M
|
1.75K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
43+ 1.59% |
$6.93K - $8.27K
|
2.75K
$538K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
755+ 2.02% |
$122K - $145K
|
38.1K
$7.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.24K+ 140.36% |
$362K - $431K
|
3.84K
$750K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.2% |
$484 - $577
|
1.52K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-268- 2.88% |
$43.2K - $51.5K
|
9.02K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.52KNew |
$244K - $291K
|
1.52K
$296K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-201- 4.41% |
$32.4K - $38.7K
|
4.36K
$852K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
393+ 1.42% |
$63.4K - $75.6K
|
28.1K
$5.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$323 - $385
|
1.73K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
233+ 21.4% |
$37.6K - $44.8K
|
1.32K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.22K- 36.13% |
$196K - $234K
|
2.15K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.23K- 6.78% |
$198K - $236K
|
16.9K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3+ 0.12% |
$484 - $577
|
2.53K
$493K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6- 0.08% |
$968 - $1.15K
|
7.18K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-257- 6.76% |
$41.4K - $49.4K
|
3.55K
$692K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17K- 6.1% |
$188K - $224K
|
18K
$3.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
350+ 23.01% |
$56.4K - $67.3K
|
1.87K
$365K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
135+ 0.91% |
$21.8K - $26K
|
14.9K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-112K- 97.74% |
$18M - $21.5M
|
2.59K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 0.83% |
$8.55K - $10.2K
|
6.47K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-128- 22.61% |
$20.6K - $24.6K
|
438
$85.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
601+ 37.42% |
$96.9K - $116K
|
2.21K
$431K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-160- 9.3% |
$25.8K - $30.8K
|
1.56K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-122- 5.47% |
$19.7K - $23.5K
|
2.11K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.3K+ 157.36% |
$1.83M - $2.18M
|
18.5K
$3.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-709- 2.12% |
$114K - $136K
|
32.7K
$6.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-400- 71.56% |
$64.5K - $76.9K
|
159
$31.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-602- 24.48% |
$97.1K - $116K
|
1.86K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.66% |
$12.9K - $15.4K
|
4.89K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-194- 7.5% |
$31.3K - $37.3K
|
2.39K
$467K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$161 - $192
|
1.3K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
51New |
$8.22K - $9.81K
|
51
$9.96K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-104- 6.77% |
$16.8K - $20K
|
1.43K
$280K
|