Latest Institutional Purchases of Fidelity Covington Tr Msci Inf (FTEC)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Inf (FTEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.23% |
$645 - $769
|
1.73K
$338K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.2% |
$484 - $577
|
1.52K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3+ 0.12% |
$484 - $577
|
2.53K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.12% |
$323 - $385
|
1.69K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$323 - $385
|
4.36K
$852K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.12% |
$323 - $385
|
1.61K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.07% |
$323 - $385
|
2.67K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.15% |
$323 - $385
|
1.31K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.19% |
$161 - $192
|
515
$101K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1+ 2.44% |
$161 - $192
|
42
$8.2K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.48% |
$161 - $192
|
210
$41K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$161 - $192
|
5.54K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$161 - $192
|
1.3K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.95% |
$161 - $192
|
106
$20.7K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
287KNew |
$48.8M - $55.4M
|
287K
$56.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.1KNew |
$4.78M - $5.42M
|
28.1K
$5.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.7KNew |
$3.35M - $3.8M
|
19.7K
$3.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
17.3K+ 1377.9% |
$2.95M - $3.34M
|
18.6K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
7.97K+ 0.62% |
$1.36M - $1.54M
|
1.29M
$252M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.27K+ 407.41% |
$1.07M - $1.21M
|
7.81K
$1.53M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.03KNew |
$1.03M - $1.16M
|
6.03K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.84KNew |
$993K - $1.13M
|
5.84K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.85KNew |
$824K - $934K
|
4.85K
$946K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.52KNew |
$768K - $870K
|
4.52K
$882K
|
|
|
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 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.02KNew |
$343K - $388K
|
2.02K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.98KNew |
$337K - $382K
|
1.98K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.9KNew |
$323K - $367K
|
1.9K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.67KNew |
$284K - $322K
|
1.67K
$326K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$274K - $311K
|
1.61K
$315K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$269K - $305K
|
1.58K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.43KNew |
$242K - $275K
|
1.43K
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.32KNew |
$225K - $255K
|
1.32K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.18KNew |
$201K - $228K
|
1.18K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.18KNew |
$201K - $228K
|
1.18K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.15KNew |
$196K - $222K
|
1.15K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.13KNew |
$191K - $217K
|
1.13K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.11KNew |
$188K - $213K
|
1.11K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09KNew |
$186K - $210K
|
1.09K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.08K+ 81.13% |
$183K - $208K
|
2.41K
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
972New |
$165K - $187K
|
972
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
764+ 42.75% |
$130K - $147K
|
2.55K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
745New |
$127K - $144K
|
745
$145K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450New |
$76.5K - $86.8K
|
450
$87.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$68K - $77.1K
|
400
$78.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
239New |
$40.6K - $46.1K
|
239
$46.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
222New |
$37.7K - $42.8K
|
222
$43.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
215New |
$36.6K - $41.4K
|
215
$42K
|
|