Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q1 2024. 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 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
1.26MNew |
$173M - $199M
|
1.26M
$242M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
109K+ 226.02% |
$15M - $17.2M
|
157K
$30.2M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
87.1K+ 5.09% |
$11.9M - $13.7M
|
1.8M
$344M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
74.5K+ 50.27% |
$10.2M - $11.7M
|
223K
$42.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.9K+ 147.16% |
$7.8M - $8.96M
|
95.5K
$18.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.2K+ 293.61% |
$7.16M - $8.23M
|
70K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.7K+ 42.46% |
$6.54M - $7.51M
|
160K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.9K+ 203.03% |
$6.43M - $7.39M
|
70K
$13.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.6KNew |
$5.7M - $6.55M
|
41.6K
$7.96M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.4K+ 843.51% |
$5.12M - $5.89M
|
41.8K
$8.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
31.3KNew |
$4.29M - $4.93M
|
31.3K
$6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
30.2KNew |
$4.14M - $4.76M
|
30.2K
$5.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
29.5KNew |
$4.04M - $4.64M
|
29.5K
$5.65M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.5KNew |
$3.64M - $4.18M
|
26.5K
$5.08M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 9.84% |
$3.37M - $3.88M
|
275K
$52.6M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
17.6KNew |
$2.41M - $2.77M
|
17.6K
$3.36M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.3K+ 65.23% |
$2.37M - $2.73M
|
43.8K
$8.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.2K+ 132.84% |
$2.36M - $2.71M
|
30.1K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.4KNew |
$2.25M - $2.59M
|
16.4K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 3.85% |
$2.22M - $2.55M
|
436K
$83.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.7K+ 1.82% |
$2.02M - $2.32M
|
823K
$158M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1K+ 9.88% |
$1.39M - $1.59M
|
112K
$21.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 13.25% |
$1.38M - $1.58M
|
85.9K
$16.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.22KNew |
$1.26M - $1.45M
|
9.22K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.64K+ 86.07% |
$1.18M - $1.36M
|
18.7K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.09K+ 45.51% |
$1.11M - $1.27M
|
25.9K
$4.96M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
8.05K+ 24.1% |
$1.1M - $1.27M
|
41.4K
$7.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.83KNew |
$1.07M - $1.23M
|
7.83K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.57K+ 269.41% |
$1.04M - $1.19M
|
10.4K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.14KNew |
$978K - $1.12M
|
7.14K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.06K+ 119.71% |
$968K - $1.11M
|
13K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.55K+ 55.34% |
$898K - $1.03M
|
18.4K
$3.52M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.99KNew |
$821K - $943K
|
5.99K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.8K+ 11.04% |
$795K - $914K
|
58.3K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 11.34% |
$780K - $896K
|
55.9K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.51K+ 85.31% |
$755K - $868K
|
12K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.9K+ 19.39% |
$672K - $772K
|
30.2K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.87K+ 11.88% |
$667K - $767K
|
45.8K
$8.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.67K+ 92.62% |
$640K - $736K
|
9.71K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.54K+ 42.05% |
$622K - $714K
|
15.3K
$2.94M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.32K+ 40.1% |
$592K - $680K
|
15.1K
$2.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.02KNew |
$551K - $633K
|
4.02K
$770K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.87KNew |
$530K - $609K
|
3.87K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.73K+ 10.34% |
$512K - $588K
|
39.8K
$7.63M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.68KNew |
$505K - $580K
|
3.68K
$706K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.49K+ 4.66% |
$478K - $550K
|
78.4K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.45K+ 1.42% |
$473K - $544K
|
247K
$47.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.45K+ 1.42% |
$473K - $544K
|
247K
$47.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.44K+ 4.38% |
$472K - $542K
|
82.1K
$15.7M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.42KNew |
$468K - $538K
|
3.42K
$655K
|