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 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.14% |
$274 - $315
|
1.44K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2New |
$274 - $315
|
2
$383
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.17% |
$274 - $315
|
1.15K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.16% |
$274 - $315
|
1.24K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$274 - $315
|
2.07K
$397K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.13% |
$274 - $315
|
1.6K
$306K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.14% |
$274 - $315
|
1.45K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.07% |
$137 - $158
|
1.52K
$290K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$137 - $158
|
4.66K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.93% |
$137 - $158
|
109
$20.9K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$137 - $158
|
1.4K
$268K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.2% |
$137 - $158
|
512
$98.1K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1- 0.04% |
$137 - $158
|
2.53K
$485K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.2% |
$411 - $473
|
1.53K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 30.0% |
$411 - $473
|
7
$1.34K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5- 6.41% |
$686 - $788
|
73
$14K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 3.48% |
$960 - $1.1K
|
194
$37.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-8- 0.24% |
$1.1K - $1.26K
|
3.32K
$636K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 0.1% |
$1.23K - $1.42K
|
9.45K
$1.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-9- 0.31% |
$1.23K - $1.42K
|
2.88K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-12- 0.12% |
$1.65K - $1.89K
|
9.68K
$1.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-13- 0.76% |
$1.78K - $2.05K
|
1.69K
$323K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-16- 1.07% |
$2.19K - $2.52K
|
1.48K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 1.34% |
$2.47K - $2.84K
|
1.33K
$254K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-20- 0.4% |
$2.74K - $3.15K
|
4.98K
$955K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-23- 0.6% |
$3.15K - $3.62K
|
3.82K
$732K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-23- 0.35% |
$3.15K - $3.62K
|
6.48K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-25- 1.3% |
$3.43K - $3.94K
|
1.9K
$365K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 4.23% |
$4.52K - $5.2K
|
747
$143K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 18.62% |
$4.8K - $5.51K
|
153
$29.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 8.75% |
$4.8K - $5.51K
|
365
$69.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-36- 2.36% |
$4.94K - $5.67K
|
1.49K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-37- 15.88% |
$5.07K - $5.83K
|
196
$37.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 14.29% |
$6.86K - $7.88K
|
300
$57.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-50- 50.0% |
$6.86K - $7.88K
|
50
$9.58K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 1.48% |
$6.99K - $8.04K
|
3.4K
$652K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-54- 2.49% |
$7.4K - $8.51K
|
2.12K
$406K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-58- 3.54% |
$7.95K - $9.14K
|
1.58K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 15.58% |
$8.23K - $9.45K
|
325
$62.3K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-63- 16.32% |
$8.64K - $9.93K
|
323
$61.9K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-69- 1.81% |
$9.46K - $10.9K
|
3.74K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-76- 2.0% |
$10.4K - $12K
|
3.73K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-83- 1.0% |
$11.4K - $13.1K
|
8.2K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-90- 9.57% |
$12.3K - $14.2K
|
850
$163K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-90- 0.72% |
$12.3K - $14.2K
|
12.3K
$2.37M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-92- 2.82% |
$12.6K - $14.5K
|
3.17K
$607K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-111- 4.02% |
$15.2K - $17.5K
|
2.65K
$508K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 3.26% |
$16.5K - $18.9K
|
3.56K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-123- 3.39% |
$16.9K - $19.4K
|
3.5K
$671K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-136- 3.16% |
$18.6K - $21.4K
|
4.16K
$798K
|