Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q1 2023. 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 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
130K+ 107.85% |
$12M - $14.9M
|
251K
$48.3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 54.16% |
$10.2M - $12.6M
|
314K
$60.4M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
105KNew |
$9.65M - $12M
|
105K
$20.1M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
78.3K+ 177.44% |
$7.2M - $8.92M
|
122K
$23.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.9K+ 58.63% |
$5.88M - $7.28M
|
173K
$33.2M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
53.7K+ 3.64% |
$4.94M - $6.12M
|
1.53M
$294M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.7K+ 5.04% |
$3.47M - $4.29M
|
786K
$151M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9KNew |
$2.66M - $3.29M
|
28.9K
$5.55M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
27.6K+ 31.08% |
$2.54M - $3.14M
|
116K
$22.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.3K+ 33.06% |
$2.33M - $2.88M
|
102K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
23.8KNew |
$2.19M - $2.72M
|
23.8K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.3KNew |
$2.14M - $2.65M
|
23.3K
$4.47M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
21.9K+ 304.82% |
$2.02M - $2.5M
|
29.1K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
19.5K+ 34.36% |
$1.79M - $2.22M
|
76.2K
$14.6M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19.3K+ 101.8% |
$1.78M - $2.2M
|
38.3K
$7.34M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19KNew |
$1.75M - $2.16M
|
19K
$3.65M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
17.7KNew |
$1.63M - $2.02M
|
17.7K
$3.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17.5KNew |
$1.61M - $2M
|
17.5K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.4K+ 0.77% |
$1.6M - $1.98M
|
2.28M
$437M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
13.2K+ 34.03% |
$1.22M - $1.51M
|
52.2K
$10M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 14.76% |
$1.2M - $1.49M
|
102K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12K+ 374.42% |
$1.11M - $1.37M
|
15.2K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6K+ 234.48% |
$1.07M - $1.32M
|
16.6K
$3.18M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.61KNew |
$700K - $867K
|
7.61K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.01K+ 31.43% |
$645K - $799K
|
29.3K
$5.63M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.56K+ 147.57% |
$603K - $747K
|
11K
$2.11M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.56K+ 147.57% |
$603K - $747K
|
11K
$2.11M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.9KNew |
$543K - $672K
|
5.9K
$1.13M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5.29KNew |
$486K - $602K
|
5.29K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.17KNew |
$476K - $589K
|
5.17K
$992K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
4.99K+ 34.2% |
$459K - $568K
|
19.6K
$3.76M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
4.47KNew |
$412K - $510K
|
4.47K
$859K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.36K+ 8.33% |
$401K - $497K
|
56.7K
$10.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
4.35K+ 7.1% |
$401K - $496K
|
65.7K
$12.6M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.21K+ 118.39% |
$387K - $480K
|
7.77K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.04KNew |
$372K - $460K
|
4.04K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.84KNew |
$354K - $438K
|
3.84K
$738K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.6KNew |
$331K - $410K
|
3.6K
$691K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 100.91% |
$328K - $406K
|
7.09K
$1.36M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.38KNew |
$311K - $385K
|
3.38K
$649K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21K+ 55.81% |
$296K - $366K
|
8.97K
$1.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.06KNew |
$281K - $348K
|
3.06K
$587K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.05K+ 4.44% |
$281K - $348K
|
71.8K
$13.8M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.96KNew |
$273K - $338K
|
2.96K
$569K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.78K+ 100.0% |
$256K - $317K
|
5.56K
$1.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.75KNew |
$253K - $313K
|
2.75K
$528K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.57K+ 12.33% |
$237K - $293K
|
23.4K
$4.5M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.56KNew |
$235K - $291K
|
2.56K
$491K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.46K+ 295.44% |
$226K - $280K
|
3.29K
$632K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.31K+ 54.94% |
$213K - $263K
|
6.52K
$1.25M
|