Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.37K- 95.0% |
$195K - $239K
|
72
$14.1K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-501- 53.53% |
$71.4K - $87.7K
|
435
$85K
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-358- 7.6% |
$51K - $62.7K
|
4.35K
$850K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-36- 1.29% |
$5.13K - $6.3K
|
2.76K
$538K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-15- 0.12% |
$2.14K - $2.63K
|
12.3K
$2.41M
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-9- 0.52% |
$1.28K - $1.58K
|
1.74K
$339K
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-7- 0.41% |
$998 - $1.23K
|
1.68K
$328K
|
|
Q1 2024 | |||||||
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.04K- 33.93% |
$280K - $322K
|
3.98K
$777K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-716- 19.12% |
$98.2K - $113K
|
3.03K
$592K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-566- 20.85% |
$77.6K - $89.2K
|
2.15K
$420K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-425- 4.51% |
$58.3K - $67K
|
9.01K
$1.76M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-368- 13.2% |
$50.5K - $58K
|
2.42K
$473K
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-335- 77.01% |
$45.9K - $52.8K
|
100
$19.5K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-148- 5.01% |
$20.3K - $23.3K
|
2.81K
$548K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-63- 16.32% |
$8.64K - $9.93K
|
323
$63.1K
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-54- 2.49% |
$7.4K - $8.51K
|
2.12K
$414K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-50- 50.0% |
$6.86K - $7.88K
|
50
$9.76K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-36- 2.36% |
$4.94K - $5.67K
|
1.49K
$290K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 8.75% |
$4.8K - $5.51K
|
365
$71.3K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5- 6.41% |
$686 - $788
|
73
$14.3K
|
|
Q4 2023 | |||||||
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-596- 29.16% |
$70.9K - $86K
|
1.45K
$283K
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-464- 10.37% |
$55.2K - $67K
|
4.01K
$783K
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-434- 66.16% |
$51.6K - $62.7K
|
222
$43.4K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-352- 92.15% |
$41.9K - $50.8K
|
30
$5.86K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-59- 1.13% |
$7.02K - $8.52K
|
5.18K
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-15- 3.38% |
$1.78K - $2.17K
|
429
$83.8K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9- 16.36% |
$1.07K - $1.3K
|
46
$8.98K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3K- 52.51% |
$363K - $407K
|
2.71K
$529K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-170- 6.2% |
$20.6K - $23.1K
|
2.57K
$502K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50Closed |
$6.06K - $6.79K
|
0
$0
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.9KClosed |
$642K - $773K
|
0
$0
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.5K- 19.71% |
$163K - $196K
|
6.11K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.22K- 2.25% |
$132K - $159K
|
52.9K
$10.3M
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-454- 15.09% |
$49.4K - $59.5K
|
2.55K
$499K
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-265- 10.52% |
$28.8K - $34.7K
|
2.25K
$440K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-64- 6.45% |
$6.97K - $8.39K
|
928
$181K
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2- 0.09% |
$218 - $262
|
2.3K
$449K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4.92K- 57.52% |
$453K - $561K
|
3.63K
$710K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.01K- 63.13% |
$277K - $343K
|
1.76K
$343K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-103- 1.98% |
$9.48K - $11.7K
|
5.11K
$998K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-91Closed |
$8.37K - $10.4K
|
0
$0
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.44K- 63.46% |
$217K - $252K
|
1.41K
$275K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-650- 18.81% |
$57.8K - $67.2K
|
2.81K
$548K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-437- 86.36% |
$38.9K - $45.2K
|
69
$13.5K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-87Closed |
$7.74K - $8.99K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16- 0.61% |
$1.42K - $1.65K
|
2.59K
$506K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-63.1KClosed |
$5.73M - $7.29M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-31.6K- 27.79% |
$2.87M - $3.66M
|
82.1K
$16M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-28.3K- 92.87% |
$2.57M - $3.27M
|
2.17K
$424K
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-5.56K- 24.6% |
$505K - $643K
|
17K
$3.33M
|