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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.26KNew |
$180K - $221K
|
1.26K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.21KNew |
$172K - $211K
|
1.21K
$236K
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.17KNew |
$167K - $205K
|
1.17K
$228K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
877New |
$125K - $154K
|
877
$171K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
778+ 6.21% |
$111K - $136K
|
13.3K
$2.6M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
485+ 47.6% |
$69.1K - $84.9K
|
1.5K
$294K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
450+ 333.33% |
$64.1K - $78.8K
|
585
$114K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
216New |
$30.8K - $37.8K
|
216
$42.2K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
97+ 6.1% |
$13.8K - $17K
|
1.69K
$329K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
65New |
$9.26K - $11.4K
|
65
$12.7K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
50New |
$7.13K - $8.76K
|
50
$9.76K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29New |
$4.13K - $5.08K
|
29
$5.66K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15New |
$2.14K - $2.63K
|
15
$2.93K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
10+ 0.4% |
$1.43K - $1.75K
|
2.54K
$496K
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
10+ 0.5% |
$1.43K - $1.75K
|
2.02K
$394K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 42.11% |
$1.14K - $1.4K
|
27
$5.27K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$285 - $350
|
3.11K
$607K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.38% |
$143 - $175
|
262
$51.2K
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1+ 0.85% |
$143 - $175
|
118
$23K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
109K+ 226.02% |
$15M - $17.2M
|
157K
$30.7M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
30.2KNew |
$4.14M - $4.76M
|
30.2K
$5.9M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
29.5KNew |
$4.04M - $4.64M
|
29.5K
$5.76M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
17.6KNew |
$2.41M - $2.77M
|
17.6K
$3.43M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.09K+ 45.51% |
$1.11M - $1.27M
|
25.9K
$5.05M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.99KNew |
$821K - $943K
|
5.99K
$1.17M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.22KNew |
$441K - $507K
|
3.22K
$628K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.17K+ 11.38% |
$434K - $499K
|
31K
$6.05M
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.1KNew |
$288K - $331K
|
2.1K
$410K
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.08KNew |
$285K - $328K
|
2.08K
$406K
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
1.97KNew |
$271K - $311K
|
1.97K
$386K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.55KNew |
$213K - $245K
|
1.55K
$303K
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.54KNew |
$211K - $242K
|
1.54K
$301K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.51KNew |
$207K - $238K
|
1.51K
$295K
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.36KNew |
$186K - $214K
|
1.36K
$265K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
589+ 14.62% |
$80.8K - $92.8K
|
4.62K
$902K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
422New |
$57.9K - $66.5K
|
422
$82.4K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
401New |
$55K - $63.2K
|
401
$78.3K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
259+ 1.5% |
$35.5K - $40.8K
|
17.6K
$3.43M
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
225New |
$30.8K - $35.4K
|
225
$43.9K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200New |
$27.4K - $31.5K
|
200
$39.1K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
159New |
$21.8K - $25.1K
|
159
$31.1K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$13.7K - $15.8K
|
100
$19.5K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
57New |
$7.81K - $8.98K
|
57
$11.1K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$6.86K - $7.88K
|
50
$9.76K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
24+ 7.74% |
$3.29K - $3.78K
|
334
$65.2K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3New |
$411 - $473
|
3
$586
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.16% |
$274 - $315
|
1.24K
$243K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2New |
$274 - $315
|
2
$391
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.68KNew |
$913K - $1.11M
|
7.68K
$1.5M
|