Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-321- 22.31% |
$45.7K - $56.2K
|
1.12K
$214K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-328- 1.39% |
$46.7K - $57.4K
|
23.3K
$4.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-358- 7.6% |
$51K - $62.7K
|
4.35K
$834K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-378- 1.36% |
$53.9K - $66.2K
|
27.5K
$5.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-379- 0.89% |
$54K - $66.4K
|
42.1K
$8.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-394- 1.97% |
$56.1K - $69K
|
19.6K
$3.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-411- 58.38% |
$58.6K - $72K
|
293
$56.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-420- 2.48% |
$59.9K - $73.6K
|
16.5K
$3.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-468- 1.31% |
$66.7K - $82K
|
35.4K
$6.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-478- 1.08% |
$68.1K - $83.7K
|
43.9K
$8.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-481- 21.72% |
$68.5K - $84.2K
|
1.73K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-491- 5.82% |
$70K - $86K
|
7.95K
$1.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-501- 53.53% |
$71.4K - $87.7K
|
435
$83.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-504- 37.03% |
$71.8K - $88.3K
|
857
$164K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-509- 11.1% |
$72.5K - $89.1K
|
4.08K
$781K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-532- 3.86% |
$75.8K - $93.2K
|
13.2K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-533- 25.76% |
$76K - $93.3K
|
1.54K
$294K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-536- 1.84% |
$76.4K - $93.9K
|
28.6K
$5.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-565- 13.06% |
$80.5K - $98.9K
|
3.76K
$721K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-578- 2.27% |
$82.4K - $101K
|
24.9K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-593- 8.25% |
$84.5K - $104K
|
6.59K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-626- 1.03% |
$89.2K - $110K
|
60.1K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-637- 17.39% |
$90.8K - $112K
|
3.03K
$580K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-650- 17.01% |
$92.6K - $114K
|
3.17K
$608K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-696- 11.11% |
$99.2K - $122K
|
5.57K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-747- 3.35% |
$106K - $131K
|
21.6K
$4.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-757- 20.31% |
$108K - $133K
|
2.97K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-813- 2.17% |
$116K - $142K
|
36.7K
$7.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-852- 0.79% |
$121K - $149K
|
107K
$20.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-865- 12.25% |
$123K - $151K
|
6.2K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-867- 2.07% |
$124K - $152K
|
41.1K
$7.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.06K- 6.3% |
$150K - $185K
|
15.7K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.06K- 6.67% |
$151K - $185K
|
14.8K
$2.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.1K- 0.69% |
$157K - $193K
|
159K
$30.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.2K- 29.59% |
$171K - $210K
|
2.86K
$547K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.25K- 2.73% |
$178K - $219K
|
44.6K
$8.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.31K- 5.11% |
$187K - $230K
|
24.4K
$4.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 23.49% |
$191K - $234K
|
4.36K
$835K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.37K- 95.0% |
$195K - $239K
|
72
$13.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.38K- 3.1% |
$196K - $241K
|
43.1K
$8.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.4K- 1.17% |
$199K - $245K
|
118K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.48K- 12.35% |
$210K - $259K
|
10.5K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.52K- 2.08% |
$216K - $266K
|
71.5K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.77K- 19.39% |
$253K - $310K
|
7.37K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 21.77% |
$254K - $313K
|
6.42K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.97K- 14.27% |
$281K - $345K
|
11.8K
$2.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.09K- 51.98% |
$297K - $365K
|
1.93K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.29K- 2.67% |
$326K - $401K
|
83.6K
$16M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 7.05% |
$346K - $425K
|
32K
$6.14M
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.5K- 43.39% |
$356K - $437K
|
3.26K
$624K
|