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 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
240New |
$26K - $32.8K
|
240
$46K
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
225+ 3.88% |
$24.4K - $30.7K
|
6.02K
$1.15M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
206New |
$22.3K - $28.1K
|
206
$39.5K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200+ 5.84% |
$21.7K - $27.3K
|
3.62K
$695K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
187+ 6.98% |
$20.3K - $25.5K
|
2.87K
$550K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
174+ 3.65% |
$18.9K - $23.8K
|
4.94K
$947K
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
163+ 1.03% |
$17.7K - $22.3K
|
15.9K
$3.06M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
135+ 0.92% |
$14.6K - $18.4K
|
14.9K
$2.85M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
129+ 258.0% |
$14K - $17.6K
|
179
$34.3K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$13.3K - $16.8K
|
123
$23.6K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
123+ 47.86% |
$13.3K - $16.8K
|
380
$72.8K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
120New |
$13K - $16.4K
|
120
$23K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
109+ 6.46% |
$11.8K - $14.9K
|
1.8K
$344K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
94+ 5.56% |
$10.2K - $12.8K
|
1.79K
$342K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
92+ 2.4% |
$9.98K - $12.6K
|
3.92K
$752K
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
91+ 3.7% |
$9.87K - $12.4K
|
2.55K
$489K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
81New |
$8.79K - $11.1K
|
81
$15.5K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 132.79% |
$8.79K - $11.1K
|
142
$27.2K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
70New |
$7.59K - $9.56K
|
70
$13.4K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
66+ 2.5% |
$7.16K - $9.01K
|
2.7K
$518K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
56New |
$6.07K - $7.65K
|
56
$10.7K
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
52+ 1.75% |
$5.64K - $7.1K
|
3.02K
$578K
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
50+ 1.37% |
$5.42K - $6.83K
|
3.69K
$708K
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
41+ 0.42% |
$4.45K - $5.6K
|
9.86K
$1.89M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
40New |
$4.34K - $5.46K
|
40
$7.67K
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
29+ 1.07% |
$3.15K - $3.96K
|
2.75K
$527K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
27+ 60.0% |
$2.93K - $3.69K
|
72
$13.8K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26+ 0.6% |
$2.82K - $3.55K
|
4.33K
$830K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$2.71K - $3.41K
|
25
$4.79K
|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
BUY
|
- |
22+ 0.69% |
$2.39K - $3K
|
3.23K
$619K
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
21+ 1.23% |
$2.28K - $2.87K
|
1.73K
$332K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 4.6% |
$1.63K - $2.05K
|
341
$65.3K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 4.53% |
$1.41K - $1.77K
|
300
$57.5K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10+ 0.13% |
$1.08K - $1.37K
|
7.43K
$1.42M
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10+ 0.13% |
$1.08K - $1.37K
|
7.43K
$1.42M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.17% |
$759 - $956
|
4.14K
$793K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$434 - $546
|
4
$767
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
4+ 0.17% |
$434 - $546
|
2.4K
$459K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.1% |
$434 - $546
|
4.19K
$803K
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
4+ 0.18% |
$434 - $546
|
2.26K
$433K
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
3+ 0.02% |
$325 - $410
|
19.6K
$3.76M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.18% |
$217 - $273
|
1.13K
$216K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.21% |
$217 - $273
|
973
$186K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$217 - $273
|
1.9K
$364K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.7% |
$108 - $137
|
143
$27.4K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.06% |
$108 - $137
|
1.62K
$310K
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$108 - $137
|
3.71K
$711K
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 3.7% |
$217 - $273
|
52
$9.97K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-2Closed |
$217 - $273
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7Closed |
$759 - $956
|
0
$0
|