Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q1 2025. 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 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-169- 20.46% |
$27.3K - $32.5K
|
657
$128K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-178- 1.24% |
$28.7K - $34.2K
|
14.2K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-182- 3.16% |
$29.4K - $35K
|
5.58K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-189- 1.59% |
$30.5K - $36.3K
|
11.7K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-194- 7.5% |
$31.3K - $37.3K
|
2.39K
$467K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-200- 12.47% |
$32.3K - $38.5K
|
1.4K
$274K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-201- 4.41% |
$32.4K - $38.7K
|
4.36K
$852K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-205- 0.65% |
$33.1K - $39.4K
|
31.4K
$6.14M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-207- 2.17% |
$33.4K - $39.8K
|
9.35K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-235- 9.92% |
$37.9K - $45.2K
|
2.13K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-250- 5.73% |
$40.3K - $48.1K
|
4.11K
$803K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-257- 6.76% |
$41.4K - $49.4K
|
3.55K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-268- 2.88% |
$43.2K - $51.5K
|
9.02K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-298- 1.43% |
$48.1K - $57.3K
|
20.5K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-311- 4.59% |
$50.2K - $59.8K
|
6.46K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-312- 7.27% |
$50.3K - $60K
|
3.98K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-319- 0.64% |
$51.4K - $61.3K
|
49.6K
$9.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-355- 20.89% |
$57.3K - $68.3K
|
1.34K
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-362- 3.98% |
$58.4K - $69.6K
|
8.73K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-400- 71.56% |
$64.5K - $76.9K
|
159
$31.1K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-438- 10.66% |
$70.6K - $84.2K
|
3.67K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-502- 6.08% |
$81K - $96.5K
|
7.75K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-518- 20.66% |
$83.5K - $99.6K
|
1.99K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-523- 2.38% |
$84.3K - $101K
|
21.5K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-527- 15.67% |
$85K - $101K
|
2.84K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-537- 33.65% |
$86.6K - $103K
|
1.06K
$207K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-542- 88.13% |
$87.4K - $104K
|
73
$14.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-558- 18.59% |
$90K - $107K
|
2.44K
$477K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-558- 11.67% |
$90K - $107K
|
4.22K
$825K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-566- 7.49% |
$91.3K - $109K
|
6.99K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-570- 10.03% |
$91.9K - $110K
|
5.11K
$998K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-600- 14.24% |
$96.8K - $115K
|
3.61K
$706K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-602- 24.48% |
$97.1K - $116K
|
1.86K
$363K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-641- 27.42% |
$103K - $123K
|
1.7K
$331K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-670- 34.43% |
$108K - $129K
|
1.28K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-680- 6.85% |
$110K - $131K
|
9.24K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-704- 1.72% |
$114K - $135K
|
40.3K
$7.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-709- 2.12% |
$114K - $136K
|
32.7K
$6.38M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-731- 80.77% |
$118K - $141K
|
174
$34K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-732- 0.7% |
$118K - $141K
|
104K
$20.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-760- 3.27% |
$123K - $146K
|
22.5K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-773- 4.78% |
$125K - $149K
|
15.4K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-831- 16.3% |
$134K - $160K
|
4.27K
$833K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-856- 39.85% |
$138K - $165K
|
1.29K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-876- 12.2% |
$141K - $168K
|
6.31K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-929- 15.39% |
$150K - $179K
|
5.11K
$998K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-962- 2.55% |
$155K - $185K
|
36.8K
$7.19M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-997- 3.17% |
$161K - $192K
|
30.5K
$5.95M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.03K- 1.67% |
$166K - $198K
|
60.4K
$11.8M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.1K- 74.14% |
$178K - $212K
|
384
$75K
|