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 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
755+ 2.02% |
$122K - $145K
|
38.1K
$7.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.2% |
$484 - $577
|
1.52K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.52KNew |
$244K - $291K
|
1.52K
$306K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
393+ 1.42% |
$63.4K - $75.6K
|
28.1K
$5.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-201- 4.41% |
$32.4K - $38.7K
|
4.36K
$881K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
233+ 21.4% |
$37.6K - $44.8K
|
1.32K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.22K- 36.13% |
$196K - $234K
|
2.15K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.23K- 6.78% |
$198K - $236K
|
16.9K
$3.41M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3+ 0.12% |
$484 - $577
|
2.53K
$510K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-257- 6.76% |
$41.4K - $49.4K
|
3.55K
$717K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
350+ 23.01% |
$56.4K - $67.3K
|
1.87K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
135+ 0.91% |
$21.8K - $26K
|
14.9K
$3.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
601+ 37.42% |
$96.9K - $116K
|
2.21K
$446K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-128- 22.61% |
$20.6K - $24.6K
|
438
$88.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.3K+ 157.36% |
$1.83M - $2.18M
|
18.5K
$3.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-122- 5.47% |
$19.7K - $23.5K
|
2.11K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-160- 9.3% |
$25.8K - $30.8K
|
1.56K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.66% |
$12.9K - $15.4K
|
4.89K
$989K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-400- 71.56% |
$64.5K - $76.9K
|
159
$32.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$161 - $192
|
1.3K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
51New |
$8.22K - $9.81K
|
51
$10.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-104- 6.77% |
$16.8K - $20K
|
1.43K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.08K+ 33.56% |
$174K - $208K
|
4.3K
$869K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
983+ 6.47% |
$159K - $189K
|
16.2K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
9+ 0.25% |
$1.45K - $1.73K
|
3.66K
$740K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-362- 3.98% |
$58.4K - $69.6K
|
8.73K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.95% |
$161 - $192
|
106
$21.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-140- 37.74% |
$22.6K - $26.9K
|
231
$46.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
58New |
$9.35K - $11.2K
|
58
$11.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-35- 1.66% |
$5.64K - $6.73K
|
2.08K
$419K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.03KNew |
$1.03M - $1.16M
|
6.03K
$1.22M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.9K- 17.17% |
$4.74M - $5.38M
|
135K
$27.2M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-382- 1.41% |
$65K - $73.6K
|
26.7K
$5.4M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$274K - $311K
|
1.61K
$326K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-1.11K- 4.19% |
$188K - $213K
|
25.3K
$5.11M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$269K - $305K
|
1.58K
$319K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450New |
$76.5K - $86.8K
|
450
$91K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
39New |
$6.63K - $7.52K
|
39
$7.88K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
158New |
$26.9K - $30.5K
|
158
$31.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
200+ 9.23% |
$34K - $38.6K
|
2.37K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34- 2.45% |
$5.78K - $6.55K
|
1.35K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 45.45% |
$42.5K - $48.2K
|
300
$60.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
215New |
$36.6K - $41.4K
|
215
$43.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-564- 12.21% |
$95.9K - $109K
|
4.06K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29- 1.15% |
$4.93K - $5.59K
|
2.49K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
55New |
$9.35K - $10.6K
|
55
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
131+ 131.0% |
$22.3K - $25.3K
|
231
$46.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
32New |
$5.44K - $6.17K
|
32
$6.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.18KNew |
$201K - $228K
|
1.18K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.08K+ 81.13% |
$183K - $208K
|
2.41K
$487K
|
|