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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.24% |
$184 - $228
|
837
$160K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2+ 0.09% |
$184 - $228
|
2.3K
$441K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.2% |
$184 - $228
|
982
$188K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.18% |
$184 - $228
|
1.14K
$218K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$92 - $114
|
2.14K
$409K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1New |
$92 - $114
|
1
$192
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 1.61% |
$92 - $114
|
63
$12.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$92 - $114
|
3K
$575K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$92 - $114
|
1
$192
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1- 0.03% |
$92 - $114
|
3.36K
$643K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.89% |
$92 - $114
|
52
$9.97K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.07% |
$92 - $114
|
1.49K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3- 0.07% |
$276 - $342
|
4.26K
$817K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7- 13.46% |
$644 - $798
|
45
$8.62K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-9- 90.0% |
$828 - $1.03K
|
1
$192
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-11- 0.39% |
$1.01K - $1.25K
|
2.78K
$533K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11- 0.03% |
$1.01K - $1.25K
|
33.5K
$6.41M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-17- 6.37% |
$1.56K - $1.94K
|
250
$47.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-18- 1.78% |
$1.66K - $2.05K
|
992
$190K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.69% |
$1.75K - $2.17K
|
2.75K
$527K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20- 0.42% |
$1.84K - $2.28K
|
4.73K
$906K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-21- 0.13% |
$1.93K - $2.39K
|
15.6K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-22- 0.13% |
$2.02K - $2.51K
|
16.6K
$3.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-22- 0.7% |
$2.02K - $2.51K
|
3.1K
$594K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-26- 0.55% |
$2.39K - $2.96K
|
4.74K
$909K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.31% |
$3.13K - $3.87K
|
11K
$2.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36- 0.5% |
$3.31K - $4.1K
|
7.21K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-40- 0.1% |
$3.68K - $4.56K
|
39.3K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 0.34% |
$5.98K - $7.41K
|
18.9K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-70- 0.71% |
$6.44K - $7.98K
|
9.74K
$1.87M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 1.08% |
$7.73K - $9.57K
|
7.7K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-89- 2.49% |
$8.19K - $10.1K
|
3.48K
$667K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-91Closed |
$8.37K - $10.4K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 0.4% |
$9.2K - $11.4K
|
24.9K
$4.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-101- 0.75% |
$9.29K - $11.5K
|
13.4K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-103- 1.98% |
$9.48K - $11.7K
|
5.11K
$979K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-130Closed |
$12K - $14.8K
|
0
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-131- 3.74% |
$12.1K - $14.9K
|
3.37K
$646K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-134- 32.37% |
$12.3K - $15.3K
|
280
$53.7K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-135- 0.91% |
$12.4K - $15.4K
|
14.7K
$2.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-137- 0.9% |
$12.6K - $15.6K
|
15.2K
$2.9M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-139- 0.41% |
$12.8K - $15.8K
|
33.7K
$6.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-139- 1.25% |
$12.8K - $15.8K
|
11K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-173- 0.33% |
$15.9K - $19.7K
|
51.5K
$9.86M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-175- 6.95% |
$16.1K - $19.9K
|
2.34K
$449K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-185- 7.27% |
$17K - $21.1K
|
2.36K
$452K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-187- 39.7% |
$17.2K - $21.3K
|
284
$54.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-189- 1.47% |
$17.4K - $21.5K
|
12.7K
$2.43M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-207- 5.25% |
$19K - $23.6K
|
3.74K
$716K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-214- 1.75% |
$19.7K - $24.4K
|
12K
$2.31M
|