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 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 58.55% |
$164K - $188K
|
3.24K
$620K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.18KNew |
$162K - $186K
|
1.18K
$226K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 16.35% |
$155K - $178K
|
8.04K
$1.54M
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.1K+ 12.16% |
$151K - $174K
|
10.2K
$1.95M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1K+ 32.98% |
$137K - $158K
|
4.03K
$773K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
922New |
$126K - $145K
|
922
$177K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
890+ 3.13% |
$122K - $140K
|
29.4K
$5.63M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
887+ 31.95% |
$122K - $140K
|
3.66K
$702K
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
880+ 3.19% |
$121K - $139K
|
28.4K
$5.45M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
763+ 2.43% |
$105K - $120K
|
32.2K
$6.17M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
716+ 22.42% |
$98.2K - $113K
|
3.91K
$749K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
699+ 1059.09% |
$95.8K - $110K
|
765
$147K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
692+ 47.56% |
$94.9K - $109K
|
2.15K
$411K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
675+ 30.16% |
$92.5K - $106K
|
2.91K
$558K
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
642+ 11.18% |
$88K - $101K
|
6.39K
$1.22M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
621+ 4.22% |
$85.1K - $97.8K
|
15.4K
$2.94M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
592+ 172.09% |
$81.2K - $93.3K
|
936
$179K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
589+ 14.62% |
$80.8K - $92.8K
|
4.62K
$885K
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
561+ 33.08% |
$76.9K - $88.4K
|
2.26K
$433K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
552New |
$75.7K - $87K
|
552
$106K
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
523+ 17.82% |
$71.7K - $82.4K
|
3.46K
$663K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
508+ 13.31% |
$69.6K - $80K
|
4.33K
$829K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
501+ 3.84% |
$68.7K - $78.9K
|
13.5K
$2.59M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500+ 24.51% |
$68.6K - $78.8K
|
2.54K
$487K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
500+ 14.33% |
$68.6K - $78.8K
|
3.99K
$764K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
485+ 78.86% |
$66.5K - $76.4K
|
1.1K
$211K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
453+ 45.94% |
$62.1K - $71.4K
|
1.44K
$276K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
422New |
$57.9K - $66.5K
|
422
$80.9K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
416+ 2.03% |
$57K - $65.5K
|
20.9K
$4M
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
401New |
$55K - $63.2K
|
401
$76.8K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
398+ 5.14% |
$54.6K - $62.7K
|
8.15K
$1.56M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
362+ 24.64% |
$49.6K - $57K
|
1.83K
$351K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
312+ 10.97% |
$42.8K - $49.2K
|
3.16K
$605K
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
302+ 3.04% |
$41.4K - $47.6K
|
10.2K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
302+ 75.12% |
$41.4K - $47.6K
|
704
$135K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
293New |
$40.2K - $46.2K
|
293
$56.2K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
287+ 1.68% |
$39.3K - $45.2K
|
17.4K
$3.33M
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
285+ 0.97% |
$39.1K - $44.9K
|
29.6K
$5.68M
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
274+ 0.38% |
$37.6K - $43.2K
|
73.1K
$14M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
265New |
$36.3K - $41.8K
|
265
$50.8K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
259+ 1.5% |
$35.5K - $40.8K
|
17.6K
$3.37M
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
259+ 488.68% |
$35.5K - $40.8K
|
312
$59.8K
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
257+ 9.76% |
$35.2K - $40.5K
|
2.89K
$554K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
255+ 2.47% |
$35K - $40.2K
|
10.6K
$2.02M
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
245+ 263.44% |
$33.6K - $38.6K
|
338
$64.8K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
244+ 4.99% |
$33.5K - $38.4K
|
5.13K
$983K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
242New |
$33.2K - $38.1K
|
242
$46.4K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
225New |
$30.8K - $35.4K
|
225
$43.1K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
217+ 2.39% |
$29.8K - $34.2K
|
9.3K
$1.78M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
217+ 1085.0% |
$29.8K - $34.2K
|
237
$45.4K
|