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 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.3KNew |
$211K - $262K
|
2.3K
$440K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.23KNew |
$205K - $254K
|
2.23K
$428K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.22KNew |
$204K - $253K
|
2.22K
$425K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
2.2KNew |
$202K - $250K
|
2.2K
$421K
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.19KNew |
$202K - $250K
|
2.19K
$420K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.17K+ 4927.27% |
$199K - $247K
|
2.21K
$424K
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.16K+ 70.75% |
$199K - $246K
|
5.22K
$1M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.14K+ 67.84% |
$197K - $244K
|
5.3K
$1.02M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.08KNew |
$192K - $237K
|
2.08K
$399K
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
2.05KNew |
$189K - $234K
|
2.05K
$393K
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.04KNew |
$187K - $232K
|
2.04K
$390K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.01KNew |
$185K - $228K
|
2.01K
$384K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.91KNew |
$175K - $217K
|
1.91K
$365K
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
1.89KNew |
$174K - $215K
|
1.89K
$362K
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$170K - $210K
|
1.84K
$353K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8KNew |
$166K - $205K
|
1.8K
$345K
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.8KNew |
$166K - $205K
|
1.8K
$345K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.73KNew |
$159K - $197K
|
1.73K
$331K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.72K+ 3.97% |
$158K - $195K
|
45K
$8.62M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 16.39% |
$154K - $190K
|
11.9K
$2.27M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.54K+ 41.24% |
$142K - $176K
|
5.29K
$1.01M
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 18.05% |
$134K - $166K
|
9.54K
$1.83M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.46K+ 1.24% |
$134K - $166K
|
119K
$22.8M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.4K+ 446.18% |
$129K - $160K
|
1.72K
$329K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.21K+ 35.16% |
$111K - $138K
|
4.64K
$890K
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.18K+ 54.89% |
$108K - $134K
|
3.33K
$638K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.06K+ 701.99% |
$97.5K - $121K
|
1.21K
$232K
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.04K+ 3.91% |
$95.6K - $118K
|
27.6K
$5.29M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
998+ 13.13% |
$91.8K - $114K
|
8.6K
$1.65M
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
978+ 3.81% |
$90K - $111K
|
26.6K
$5.11M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
928+ 83.45% |
$85.4K - $106K
|
2.04K
$391K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
912+ 20.8% |
$83.9K - $104K
|
5.3K
$1.01M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
899+ 18.83% |
$82.7K - $102K
|
5.67K
$1.09M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
872+ 5.44% |
$80.2K - $99.4K
|
16.9K
$3.24M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
615+ 9.49% |
$56.6K - $70.1K
|
7.1K
$1.36M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
609New |
$56K - $69.4K
|
609
$117K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
608+ 3.84% |
$55.9K - $69.3K
|
16.4K
$3.15M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
577+ 3.78% |
$53.1K - $65.7K
|
15.9K
$3.04M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
571+ 0.9% |
$52.5K - $65.1K
|
63.7K
$12.2M
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
526+ 0.54% |
$48.4K - $59.9K
|
98.2K
$18.8M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
518+ 36.84% |
$47.7K - $59K
|
1.92K
$369K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
474+ 2.6% |
$43.6K - $54K
|
18.7K
$3.58M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
473+ 10.31% |
$43.5K - $53.9K
|
5.06K
$970K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
466+ 2.63% |
$42.9K - $53.1K
|
18.2K
$3.49M
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
431+ 7.01% |
$39.7K - $49.1K
|
6.58K
$1.26M
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
429+ 0.91% |
$39.5K - $48.9K
|
47.4K
$9.08M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
429+ 1.19% |
$39.5K - $48.9K
|
36.6K
$7.01M
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
392+ 10.27% |
$36.1K - $44.7K
|
4.21K
$807K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
374+ 11.27% |
$34.4K - $42.6K
|
3.69K
$708K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
366+ 6.26% |
$33.7K - $41.7K
|
6.22K
$1.19M
|