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 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.08K+ 33.56% |
$174K - $208K
|
4.3K
$839K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
983+ 6.47% |
$159K - $189K
|
16.2K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
9+ 0.25% |
$1.45K - $1.73K
|
3.66K
$715K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
745+ 35.54% |
$120K - $143K
|
2.84K
$555K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-140- 37.74% |
$22.6K - $26.9K
|
231
$45.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.95% |
$161 - $192
|
106
$20.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
155+ 8.91% |
$25K - $29.8K
|
1.9K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-362- 3.98% |
$58.4K - $69.6K
|
8.73K
$1.71M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
58New |
$9.35K - $11.2K
|
58
$11.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-35- 1.66% |
$5.64K - $6.73K
|
2.08K
$405K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.03KNew |
$1.03M - $1.16M
|
6.03K
$1.18M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.9K- 17.17% |
$4.74M - $5.38M
|
135K
$26.3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-382- 1.41% |
$65K - $73.6K
|
26.7K
$5.22M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$274K - $311K
|
1.61K
$315K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-1.11K- 4.19% |
$188K - $213K
|
25.3K
$4.94M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$269K - $305K
|
1.58K
$309K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450New |
$76.5K - $86.8K
|
450
$87.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
39New |
$6.63K - $7.52K
|
39
$7.62K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
158New |
$26.9K - $30.5K
|
158
$30.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
200+ 9.23% |
$34K - $38.6K
|
2.37K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34- 2.45% |
$5.78K - $6.55K
|
1.35K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 45.45% |
$42.5K - $48.2K
|
300
$58.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
215New |
$36.6K - $41.4K
|
215
$42K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-564- 12.21% |
$95.9K - $109K
|
4.06K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29- 1.15% |
$4.93K - $5.59K
|
2.49K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
55New |
$9.35K - $10.6K
|
55
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
131+ 131.0% |
$22.3K - $25.3K
|
231
$45.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
32New |
$5.44K - $6.17K
|
32
$6.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.08K+ 81.13% |
$183K - $208K
|
2.41K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-58- 13.84% |
$9.86K - $11.2K
|
361
$70.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
764+ 42.75% |
$130K - $147K
|
2.55K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.18KNew |
$201K - $228K
|
1.18K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.94K- 75.33% |
$1.35M - $1.53M
|
2.6K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.43KNew |
$242K - $275K
|
1.43K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-93- 48.69% |
$15.8K - $17.9K
|
98
$19.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-1- 0.05% |
$170 - $193
|
1.93K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 57.14% |
$680 - $771
|
3
$586
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
141New |
$24K - $27.2K
|
141
$27.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$68K - $77.1K
|
400
$78.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
64+ 50.0% |
$10.9K - $12.3K
|
192
$37.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25+ 2.01% |
$4.25K - $4.82K
|
1.27K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-284- 20.34% |
$48.3K - $54.7K
|
1.11K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.85KNew |
$824K - $934K
|
4.85K
$946K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
89New |
$15.1K - $17.2K
|
89
$17.4K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
745New |
$127K - $144K
|
745
$145K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.93KNew |
$499K - $565K
|
2.93K
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.92KNew |
$496K - $562K
|
2.92K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.7KNew |
$3.35M - $3.8M
|
19.7K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
222New |
$37.7K - $42.8K
|
222
$43.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-16- 0.64% |
$2.72K - $3.08K
|
2.48K
$484K
|
|