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 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
211+ 10.39% |
$28.9K - $33.2K
|
2.24K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
211+ 4.82% |
$28.9K - $33.2K
|
4.59K
$879K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
209New |
$28.7K - $32.9K
|
209
$40.1K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
202+ 10.03% |
$27.7K - $31.8K
|
2.22K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200New |
$27.4K - $31.5K
|
200
$38.3K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
193+ 9.61% |
$26.5K - $30.4K
|
2.2K
$422K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
192+ 2.14% |
$26.3K - $30.2K
|
9.14K
$1.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
185+ 1.9% |
$25.4K - $29.1K
|
9.94K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
174+ 0.51% |
$23.9K - $27.4K
|
34.4K
$6.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
159New |
$21.8K - $25.1K
|
159
$30.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
150+ 170.45% |
$20.6K - $23.6K
|
238
$45.6K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
150+ 8.36% |
$20.6K - $23.6K
|
1.95K
$373K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
135New |
$18.5K - $21.3K
|
135
$25.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
112+ 0.74% |
$15.4K - $17.6K
|
15.3K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
105+ 5.77% |
$14.4K - $16.5K
|
1.93K
$369K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
104+ 0.09% |
$14.3K - $16.4K
|
119K
$22.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
90+ 1.61% |
$12.3K - $14.2K
|
5.66K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
61+ 0.76% |
$8.36K - $9.61K
|
8.1K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58+ 4.53% |
$7.95K - $9.14K
|
1.34K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
57New |
$7.81K - $8.98K
|
57
$10.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
54+ 0.87% |
$7.4K - $8.51K
|
6.27K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$6.86K - $7.88K
|
50
$9.58K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
38+ 2.19% |
$5.21K - $5.99K
|
1.77K
$339K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
32+ 2.41% |
$4.39K - $5.04K
|
1.36K
$261K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27+ 1.01% |
$3.7K - $4.25K
|
2.7K
$518K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
27+ 1.41% |
$3.7K - $4.25K
|
1.95K
$373K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25+ 1.74% |
$3.43K - $3.94K
|
1.46K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 0.42% |
$3.02K - $3.47K
|
5.32K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
21+ 33.33% |
$2.88K - $3.31K
|
84
$16.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
21+ 0.14% |
$2.88K - $3.31K
|
14.7K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20+ 0.49% |
$2.74K - $3.15K
|
4.14K
$793K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
18+ 0.65% |
$2.47K - $2.84K
|
2.78K
$533K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15+ 1.29% |
$2.06K - $2.36K
|
1.18K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12+ 171.43% |
$1.65K - $1.89K
|
19
$3.64K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
9+ 0.22% |
$1.23K - $1.42K
|
4.01K
$769K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.46% |
$1.1K - $1.26K
|
1.75K
$336K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
7+ 0.35% |
$960 - $1.1K
|
2.01K
$385K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6+ 0.35% |
$823 - $945
|
1.74K
$334K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6+ 0.2% |
$823 - $945
|
3K
$575K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5+ 0.13% |
$686 - $788
|
4.01K
$768K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.33% |
$686 - $788
|
1.5K
$287K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
4+ 0.16% |
$548 - $630
|
2.53K
$485K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.07% |
$548 - $630
|
5.7K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.01% |
$548 - $630
|
27.9K
$5.34M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3New |
$411 - $473
|
3
$575
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.24% |
$411 - $473
|
1.27K
$244K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.18% |
$411 - $473
|
1.68K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3+ 0.11% |
$411 - $473
|
2.84K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$411 - $473
|
1.64K
$314K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3New |
$411 - $473
|
3
$575
|