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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
880New |
$105K - $127K
|
880
$165K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
685+ 29.85% |
$81.4K - $98.9K
|
2.98K
$560K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
568New |
$67.5K - $82K
|
568
$107K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
537New |
$63.8K - $77.5K
|
537
$101K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
358New |
$42.6K - $51.7K
|
358
$67.3K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
300New |
$35.7K - $43.3K
|
300
$56.4K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
277+ 13.47% |
$32.9K - $40K
|
2.33K
$438K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
265New |
$31.5K - $38.3K
|
265
$49.8K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
239New |
$28.4K - $34.5K
|
239
$44.9K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
213New |
$25.3K - $30.8K
|
213
$40K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
140New |
$16.6K - $20.2K
|
140
$26.3K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
101+ 13.29% |
$12K - $14.6K
|
861
$162K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$18.8K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
91New |
$10.8K - $13.1K
|
91
$17.1K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
48+ 1.88% |
$5.71K - $6.93K
|
2.6K
$488K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
45New |
$5.35K - $6.5K
|
45
$8.45K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
38New |
$4.52K - $5.49K
|
38
$7.14K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$4.52K - $5.49K
|
38
$7.14K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
13New |
$1.55K - $1.88K
|
13
$2.44K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$1.19K - $1.44K
|
10
$1.88K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10+ 12.05% |
$1.19K - $1.44K
|
93
$17.5K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$951 - $1.15K
|
8
$1.5K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.81% |
$119 - $144
|
125
$23.5K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$119 - $144
|
604
$113K
|
|
Q3 2023 | |||||||
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
105KNew |
$12.7M - $14.2M
|
105K
$19.7M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$1.32M - $1.48M
|
10.9K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.38KNew |
$409K - $458K
|
3.38K
$634K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
2.47KNew |
$299K - $335K
|
2.47K
$463K
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.11KNew |
$255K - $286K
|
2.11K
$396K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$218K - $245K
|
1.8K
$339K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
795+ 46.19% |
$96.3K - $108K
|
2.52K
$473K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
527+ 21.14% |
$63.8K - $71.5K
|
3.02K
$567K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
300New |
$36.3K - $40.7K
|
300
$56.4K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
136New |
$16.5K - $18.5K
|
136
$25.6K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
121New |
$14.7K - $16.4K
|
121
$22.7K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
73New |
$8.84K - $9.91K
|
73
$13.7K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
70New |
$8.48K - $9.5K
|
70
$13.2K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57New |
$6.9K - $7.74K
|
57
$10.7K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$3.63K - $4.07K
|
30
$5.64K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28New |
$3.39K - $3.8K
|
28
$5.26K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
82.7KNew |
$9M - $10.8M
|
82.7K
$15.5M
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
31.6KNew |
$3.44M - $4.14M
|
31.6K
$5.94M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.16KNew |
$344K - $414K
|
3.16K
$594K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.66KNew |
$180K - $217K
|
1.66K
$311K
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
549+ 13.04% |
$59.8K - $71.9K
|
4.76K
$894K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
457New |
$49.7K - $59.9K
|
457
$85.9K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
265New |
$28.8K - $34.7K
|
265
$49.8K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
250New |
$27.2K - $32.8K
|
250
$47K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
181New |
$19.7K - $23.7K
|
181
$34K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$16.7K - $20K
|
153
$28.7K
|