Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 11.85% |
$352K - $424K
|
30.6K
$5.86M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.23KNew |
$352K - $424K
|
3.23K
$620K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.16KNew |
$344K - $414K
|
3.16K
$606K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3K+ 78.15% |
$327K - $394K
|
6.85K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$315K - $379K
|
2.9K
$555K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.66KNew |
$290K - $349K
|
2.66K
$510K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.64K+ 9.39% |
$288K - $346K
|
30.8K
$5.9M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.64KNew |
$287K - $346K
|
2.64K
$506K
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.53KNew |
$275K - $331K
|
2.53K
$485K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.4K+ 34.28% |
$261K - $315K
|
9.41K
$1.8M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.34K+ 1052.7% |
$254K - $306K
|
2.56K
$490K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.32KNew |
$253K - $304K
|
2.32K
$445K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.32KNew |
$252K - $304K
|
2.32K
$444K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.27K+ 6.21% |
$247K - $298K
|
38.8K
$7.44M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.09KNew |
$228K - $274K
|
2.09K
$401K
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.07K+ 8.7% |
$226K - $272K
|
25.9K
$4.97M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.03KNew |
$220K - $265K
|
2.03K
$388K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2K+ 25.88% |
$217K - $261K
|
9.71K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.99KNew |
$217K - $261K
|
1.99K
$382K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.99KNew |
$217K - $261K
|
1.99K
$381K
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.93KNew |
$210K - $252K
|
1.93K
$369K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.87KNew |
$204K - $245K
|
1.87K
$358K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
1.86KNew |
$202K - $244K
|
1.86K
$356K
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.86KNew |
$202K - $243K
|
1.86K
$356K
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.85KNew |
$202K - $243K
|
1.85K
$355K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.83K+ 4.79% |
$200K - $240K
|
40.1K
$7.68M
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.77KNew |
$193K - $232K
|
1.77K
$339K
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.73K+ 8.83% |
$188K - $226K
|
21.3K
$4.08M
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.73KNew |
$188K - $226K
|
1.73K
$331K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.72KNew |
$187K - $226K
|
1.72K
$330K
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
1.72KNew |
$187K - $225K
|
1.72K
$329K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.71KNew |
$186K - $224K
|
1.71K
$328K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.71KNew |
$186K - $223K
|
1.71K
$327K
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.67KNew |
$182K - $219K
|
1.67K
$321K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.66KNew |
$180K - $217K
|
1.66K
$318K
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$172K - $207K
|
1.58K
$302K
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.58KNew |
$171K - $206K
|
1.58K
$302K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.55KNew |
$168K - $202K
|
1.55K
$296K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.53K+ 24.59% |
$167K - $201K
|
7.76K
$1.49M
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.35K+ 58.75% |
$147K - $177K
|
3.65K
$699K
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
1.3K+ 19.69% |
$141K - $170K
|
7.88K
$1.51M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.28K+ 1.78% |
$139K - $168K
|
73K
$14M
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1.24KNew |
$135K - $162K
|
1.24K
$238K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.24K+ 29.87% |
$135K - $162K
|
5.38K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.14K+ 4.9% |
$124K - $149K
|
24.4K
$4.68M
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
1.13K+ 6.91% |
$123K - $148K
|
17.5K
$3.35M
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
1.13K+ 6.91% |
$123K - $148K
|
17.5K
$3.35M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 11.33% |
$123K - $148K
|
11.1K
$2.12M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
991+ 353.93% |
$108K - $130K
|
1.27K
$244K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
991+ 353.93% |
$108K - $130K
|
1.27K
$244K
|