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 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.22K- 34.46% |
$167K - $192K
|
2.32K
$445K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.23K- 1.91% |
$169K - $194K
|
63.4K
$12.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.32K- 4.99% |
$181K - $208K
|
25.1K
$4.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.42K- 11.04% |
$195K - $224K
|
11.4K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.68K- 13.08% |
$231K - $265K
|
11.2K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.69K- 1.33% |
$232K - $267K
|
126K
$24.1M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 50.0% |
$236K - $271K
|
1.72K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.81K- 27.61% |
$248K - $285K
|
4.74K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.82K- 15.17% |
$249K - $286K
|
10.2K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.87K- 95.22% |
$257K - $295K
|
94
$18K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.96K- 29.39% |
$269K - $309K
|
4.71K
$903K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-2.03K- 7.9% |
$278K - $320K
|
23.6K
$4.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.04K- 33.93% |
$280K - $322K
|
3.98K
$762K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.13K- 3.31% |
$293K - $336K
|
62.4K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.19K- 7.9% |
$300K - $344K
|
25.5K
$4.88M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-2.23K- 87.63% |
$306K - $352K
|
315
$60.4K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.5K- 13.44% |
$343K - $394K
|
16.1K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.74K- 6.61% |
$375K - $431K
|
38.6K
$7.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.81K- 24.47% |
$385K - $443K
|
8.68K
$1.66M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.95K- 17.12% |
$405K - $465K
|
14.3K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3.44K- 22.5% |
$471K - $542K
|
11.8K
$2.27M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.74K- 3.35% |
$513K - $590K
|
108K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.92K- 8.54% |
$537K - $618K
|
42K
$8.05M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.16K- 23.14% |
$570K - $655K
|
13.8K
$2.65M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-4.59K- 9.39% |
$629K - $723K
|
44.3K
$8.49M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.36K- 42.87% |
$735K - $844K
|
7.14K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.64K- 15.28% |
$774K - $889K
|
31.3K
$6M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-7.05K- 63.47% |
$966K - $1.11M
|
4.06K
$777K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.15K- 8.21% |
$980K - $1.13M
|
79.9K
$15.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10.1K- 10.52% |
$1.38M - $1.59M
|
85.9K
$16.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.3K- 5.23% |
$1.41M - $1.62M
|
186K
$35.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4KClosed |
$1.42M - $1.63M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.3K- 64.4% |
$1.69M - $1.94M
|
6.8K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 7.51% |
$1.74M - $2M
|
156K
$29.9M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13K- 2.98% |
$1.78M - $2.04M
|
422K
$80.8M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-14K- 46.84% |
$1.92M - $2.2M
|
15.9K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 14.92% |
$1.92M - $2.21M
|
79.9K
$15.3M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-24.4K- 74.03% |
$3.34M - $3.84M
|
8.55K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-33.7K- 78.66% |
$4.62M - $5.31M
|
9.15K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-36.6K- 46.3% |
$5.02M - $5.76M
|
42.4K
$8.13M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.2K- 88.54% |
$5.1M - $5.86M
|
4.81K
$922K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.8K- 13.27% |
$5.18M - $5.95M
|
247K
$47.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-102K- 3.06% |
$14M - $16.1M
|
3.23M
$618M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-241K- 98.36% |
$33M - $37.9M
|
4.01K
$768K
|