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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
2.47KNew |
$299K - $335K
|
2.47K
$417K
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.11KNew |
$255K - $286K
|
2.11K
$357K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$218K - $245K
|
1.8K
$305K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
795+ 46.19% |
$96.3K - $108K
|
2.52K
$426K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
527+ 21.14% |
$63.8K - $71.5K
|
3.02K
$511K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
300New |
$36.3K - $40.7K
|
300
$50.8K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
136New |
$16.5K - $18.5K
|
136
$23K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
121New |
$14.7K - $16.4K
|
121
$20.5K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
73New |
$8.84K - $9.91K
|
73
$12.4K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
70New |
$8.48K - $9.5K
|
70
$11.9K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57New |
$6.9K - $7.74K
|
57
$9.65K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$3.63K - $4.07K
|
30
$5.08K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28New |
$3.39K - $3.8K
|
28
$4.74K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9New |
$1.09K - $1.22K
|
9
$1.52K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
82.7KNew |
$9M - $10.8M
|
82.7K
$14M
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
31.6KNew |
$3.44M - $4.14M
|
31.6K
$5.35M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.16KNew |
$344K - $414K
|
3.16K
$535K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.66KNew |
$180K - $217K
|
1.66K
$281K
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
549+ 13.04% |
$59.8K - $71.9K
|
4.76K
$806K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
457New |
$49.7K - $59.9K
|
457
$77.4K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
265New |
$28.8K - $34.7K
|
265
$44.9K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
250New |
$27.2K - $32.8K
|
250
$42.3K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
181New |
$19.7K - $23.7K
|
181
$30.6K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$16.7K - $20K
|
153
$25.9K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
134New |
$14.6K - $17.6K
|
134
$22.7K
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
134New |
$14.6K - $17.6K
|
134
$22.7K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$14.2K - $17K
|
130
$22K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
70New |
$7.62K - $9.17K
|
70
$11.9K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
45New |
$4.9K - $5.9K
|
45
$7.62K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40+ 18.02% |
$4.35K - $5.24K
|
262
$44.4K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
30New |
$3.27K - $3.93K
|
30
$5.08K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30New |
$3.27K - $3.93K
|
30
$5.08K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
25New |
$2.72K - $3.28K
|
25
$4.23K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$2.18K - $2.62K
|
20
$3.39K
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
18New |
$1.96K - $2.36K
|
18
$3.05K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.05% |
$109 - $131
|
1.86K
$315K
|
|
Q1 2023 | |||||||
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.06KNew |
$281K - $348K
|
3.06K
$517K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.78K+ 100.0% |
$256K - $317K
|
5.56K
$942K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
2.2KNew |
$202K - $250K
|
2.2K
$372K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.17K+ 4927.27% |
$199K - $247K
|
2.21K
$374K
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
2.05KNew |
$189K - $234K
|
2.05K
$347K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.91KNew |
$175K - $217K
|
1.91K
$323K
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.8KNew |
$166K - $205K
|
1.8K
$305K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
609New |
$56K - $69.4K
|
609
$103K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
162New |
$14.9K - $18.5K
|
162
$27.4K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
97New |
$8.93K - $11.1K
|
97
$16.4K
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
70New |
$6.44K - $7.98K
|
70
$11.9K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22New |
$2.02K - $2.51K
|
22
$3.72K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10New |
$920 - $1.14K
|
10
$1.69K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6+ 0.22% |
$552 - $684
|
2.73K
$462K
|