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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.29KNew |
$451K - $519K
|
3.29K
$631K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.25KNew |
$446K - $512K
|
3.25K
$623K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.22KNew |
$441K - $507K
|
3.22K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.17K+ 11.38% |
$434K - $499K
|
31K
$5.94M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.16KNew |
$433K - $497K
|
3.16K
$605K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.05K+ 21.02% |
$418K - $480K
|
17.6K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.77KNew |
$380K - $437K
|
2.77K
$531K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.72K+ 5.47% |
$373K - $428K
|
52.4K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.62K+ 2.29% |
$359K - $412K
|
117K
$22.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.54K+ 6.07% |
$349K - $401K
|
44.5K
$8.52M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.47KNew |
$338K - $389K
|
2.47K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.42KNew |
$332K - $381K
|
2.42K
$464K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.36K+ 49.01% |
$324K - $372K
|
7.18K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.21K+ 2.62% |
$303K - $348K
|
86.5K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.16K+ 11.58% |
$296K - $340K
|
20.8K
$3.98M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
2.12K+ 0.87% |
$290K - $333K
|
244K
$46.8M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.1KNew |
$288K - $331K
|
2.1K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.08KNew |
$285K - $328K
|
2.08K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2K+ 3.74% |
$275K - $316K
|
55.6K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2K+ 62.14% |
$274K - $315K
|
5.22K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
1.97KNew |
$271K - $311K
|
1.97K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.93K+ 29.28% |
$265K - $304K
|
8.53K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.9K+ 15.68% |
$261K - $300K
|
14K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.86KNew |
$255K - $293K
|
1.86K
$356K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.84KNew |
$253K - $290K
|
1.84K
$353K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 5.65% |
$252K - $290K
|
34.4K
$6.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.82K+ 9.11% |
$249K - $287K
|
21.8K
$4.18M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.81KNew |
$247K - $284K
|
1.81K
$346K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.8K+ 16.82% |
$247K - $284K
|
12.5K
$2.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
1.75K+ 8.91% |
$240K - $275K
|
21.4K
$4.09M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.72K+ 8.89% |
$236K - $271K
|
21.1K
$4.04M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.72KNew |
$236K - $271K
|
1.72K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.71K+ 37.05% |
$235K - $270K
|
6.33K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.62K+ 2.68% |
$222K - $255K
|
61.9K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.59K+ 13.09% |
$219K - $251K
|
13.8K
$2.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.55KNew |
$213K - $245K
|
1.55K
$297K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
1.55K+ 17.44% |
$212K - $244K
|
10.4K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.54KNew |
$211K - $242K
|
1.54K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.51KNew |
$207K - $238K
|
1.51K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.5KNew |
$205K - $236K
|
1.5K
$287K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.43KNew |
$196K - $225K
|
1.43K
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.38KNew |
$189K - $217K
|
1.38K
$264K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.37K+ 12.63% |
$188K - $216K
|
12.3K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.37K+ 7.62% |
$188K - $216K
|
19.4K
$3.72M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.36KNew |
$186K - $214K
|
1.36K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.34KNew |
$184K - $211K
|
1.34K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.34K+ 1339.0% |
$184K - $211K
|
1.44K
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
1.32K+ 10.67% |
$181K - $208K
|
13.7K
$2.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.3KNew |
$178K - $205K
|
1.3K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.26K+ 42.29% |
$173K - $199K
|
4.24K
$813K
|