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
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-146- 4.23% |
$20K - $23K
|
3.3K
$633K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-148- 5.01% |
$20.3K - $23.3K
|
2.81K
$538K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-170- 7.13% |
$23.3K - $26.8K
|
2.21K
$424K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 3.54% |
$23.9K - $27.4K
|
4.75K
$910K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-186- 4.81% |
$25.5K - $29.3K
|
3.68K
$705K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-198- 4.31% |
$27.1K - $31.2K
|
4.39K
$842K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-202- 6.02% |
$27.7K - $31.8K
|
3.15K
$604K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-206- 5.87% |
$28.2K - $32.5K
|
3.3K
$633K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-222- 9.64% |
$30.4K - $35K
|
2.08K
$399K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-222- 12.25% |
$30.4K - $35K
|
1.59K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-240- 8.89% |
$32.9K - $37.8K
|
2.46K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-252- 1.46% |
$34.5K - $39.7K
|
17K
$3.25M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-258- 82.69% |
$35.4K - $40.6K
|
54
$10.3K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-261- 5.28% |
$35.8K - $41.1K
|
4.68K
$897K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-285- 4.08% |
$39.1K - $44.9K
|
6.7K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-291- 4.14% |
$39.9K - $45.8K
|
6.73K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-304- 3.69% |
$41.7K - $47.9K
|
7.94K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-317- 1.92% |
$43.5K - $49.9K
|
16.2K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-332- 0.64% |
$45.5K - $52.3K
|
51.6K
$9.88M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-335- 77.01% |
$45.9K - $52.8K
|
100
$19.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-346- 12.68% |
$47.4K - $54.5K
|
2.38K
$456K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-366- 12.52% |
$50.2K - $57.7K
|
2.56K
$490K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-368- 13.2% |
$50.5K - $58K
|
2.42K
$464K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-397- 1.95% |
$54.4K - $62.5K
|
20K
$3.83M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-402- 2.9% |
$55.1K - $63.3K
|
13.5K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-425- 4.51% |
$58.3K - $67K
|
9.01K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-427- 2.57% |
$58.5K - $67.3K
|
16.2K
$3.1M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-428- 4.48% |
$58.7K - $67.4K
|
9.13K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-447- 6.24% |
$61.3K - $70.4K
|
6.71K
$1.29M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-468- 1.92% |
$64.2K - $73.7K
|
23.9K
$4.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-485- 32.25% |
$66.5K - $76.4K
|
1.02K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-500- 5.24% |
$68.6K - $78.8K
|
9.04K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-541- 17.24% |
$74.2K - $85.2K
|
2.6K
$498K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-566- 20.85% |
$77.6K - $89.2K
|
2.15K
$412K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-587- 9.26% |
$80.5K - $92.5K
|
5.75K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-610- 1.67% |
$83.6K - $96.1K
|
35.8K
$6.87M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-646- 14.35% |
$88.6K - $102K
|
3.86K
$739K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-648- 9.88% |
$88.8K - $102K
|
5.91K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-651- 10.69% |
$89.3K - $103K
|
5.44K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-689- 1.8% |
$94.5K - $109K
|
37.5K
$7.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-697- 2.34% |
$95.6K - $110K
|
29.1K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-716- 19.12% |
$98.2K - $113K
|
3.03K
$580K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-804- 7.55% |
$110K - $127K
|
9.84K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-811- 1.8% |
$111K - $128K
|
44.4K
$8.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.03K- 5.22% |
$142K - $163K
|
18.8K
$3.6M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.09K- 6.26% |
$149K - $172K
|
16.3K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.12K- 4.76% |
$153K - $176K
|
22.3K
$4.28M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.13K- 0.97% |
$155K - $178K
|
116K
$22.2M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.2K- 3.67% |
$164K - $188K
|
31.3K
$6.01M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.2K- 1.95% |
$165K - $190K
|
60.7K
$11.6M
|