Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI INF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.95K+ 10.3% |
$212K - $266K
|
20.9K
$4M
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.81KNew |
$197K - $248K
|
1.81K
$348K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.8K+ 24.97% |
$195K - $245K
|
9K
$1.72M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.69KNew |
$183K - $230K
|
1.69K
$323K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
1.55KNew |
$168K - $212K
|
1.55K
$297K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.39K+ 0.1% |
$151K - $190K
|
1.34M
$257M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.39K+ 19.3% |
$151K - $190K
|
8.59K
$1.65M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.35KNew |
$146K - $184K
|
1.35K
$258K
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.2K+ 5.0% |
$130K - $164K
|
25.2K
$4.83M
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.19K+ 61.66% |
$129K - $162K
|
3.12K
$598K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.03K+ 0.83% |
$112K - $141K
|
125K
$24M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$110K - $138K
|
1.01K
$194K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
972+ 53.11% |
$105K - $133K
|
2.8K
$537K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
906+ 25.95% |
$98.3K - $124K
|
4.4K
$843K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
900+ 91.28% |
$97.6K - $123K
|
1.89K
$361K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
889+ 22.24% |
$96.4K - $121K
|
4.89K
$937K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
859+ 34.28% |
$93.2K - $117K
|
3.37K
$645K
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
832+ 32.32% |
$90.2K - $114K
|
3.41K
$653K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
829New |
$89.9K - $113K
|
829
$159K
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
821+ 47.84% |
$89.1K - $112K
|
2.54K
$486K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
801+ 10.4% |
$86.9K - $109K
|
8.5K
$1.63M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
785+ 14.39% |
$85.1K - $107K
|
6.24K
$1.2M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
783+ 182.09% |
$84.9K - $107K
|
1.21K
$232K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
755+ 5.8% |
$81.9K - $103K
|
13.8K
$2.64M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
691+ 8.82% |
$75K - $94.3K
|
8.52K
$1.63M
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
654+ 5.43% |
$70.9K - $89.3K
|
12.7K
$2.43M
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
637+ 39.03% |
$69.1K - $87K
|
2.27K
$435K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
617New |
$66.9K - $84.2K
|
617
$118K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
600+ 30.82% |
$65.1K - $81.9K
|
2.55K
$488K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
590+ 181.54% |
$64K - $80.6K
|
915
$175K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
572+ 66.74% |
$62K - $78.1K
|
1.43K
$274K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
540+ 514.29% |
$58.6K - $73.7K
|
645
$124K
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
532+ 13.99% |
$57.7K - $72.6K
|
4.34K
$831K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
506New |
$54.9K - $69.1K
|
506
$97K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
439+ 29.48% |
$47.6K - $59.9K
|
1.93K
$369K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
439+ 19.19% |
$47.6K - $59.9K
|
2.73K
$523K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
399+ 24.68% |
$43.3K - $54.5K
|
2.02K
$386K
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
367+ 2.41% |
$39.8K - $50.1K
|
15.6K
$2.99M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 1.0% |
$38.8K - $48.9K
|
36K
$6.9M
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
BUY
|
- |
348+ 12.27% |
$37.7K - $47.5K
|
3.19K
$610K
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
344+ 12.21% |
$37.3K - $47K
|
3.16K
$606K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
344New |
$37.3K - $47K
|
344
$65.9K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
335+ 14.35% |
$36.3K - $45.7K
|
2.67K
$512K
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
297+ 15.57% |
$32.2K - $40.5K
|
2.2K
$422K
|
|
Apr 07, 2022
Q1 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
295+ 11.67% |
$32K - $40.3K
|
2.82K
$541K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
289+ 0.54% |
$31.3K - $39.5K
|
53.9K
$10.3M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
289+ 1.53% |
$31.3K - $39.5K
|
19.2K
$3.69M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
285New |
$30.9K - $38.9K
|
285
$54.6K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
273+ 5.66% |
$29.6K - $37.3K
|
5.1K
$977K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
272+ 1.02% |
$29.5K - $37.1K
|
27K
$5.17M
|