Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
160K+ 107.26% |
$22.3M - $31.5M
|
309K
$70.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 36.74% |
$20.7M - $29.3M
|
552K
$126M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
127K+ 23.9% |
$17.8M - $25.1M
|
660K
$151M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
86.8K+ 406.86% |
$12.1M - $17.1M
|
108K
$24.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
84K+ 4004.58% |
$11.7M - $16.6M
|
86.1K
$19.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
71.9KNew |
$10M - $14.2M
|
71.9K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64.8K+ 3.2% |
$9.06M - $12.8M
|
2.09M
$479M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61.5K+ 26.59% |
$8.6M - $12.1M
|
293K
$67M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52.2K+ 84.99% |
$7.29M - $10.3M
|
114K
$26M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
50.9K+ 7740.79% |
$7.11M - $10M
|
51.5K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.8K+ 156.75% |
$6.68M - $9.42M
|
78.2K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41.4K+ 43.14% |
$5.79M - $8.16M
|
137K
$31.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
40.1KNew |
$5.61M - $7.91M
|
40.1K
$9.17M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.4K+ 29.04% |
$5.37M - $7.58M
|
171K
$39M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
28.6KNew |
$4M - $5.65M
|
28.6K
$6.55M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27.8K+ 12.97% |
$3.88M - $5.48M
|
242K
$55.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
27.5KNew |
$3.84M - $5.42M
|
27.5K
$6.29M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.6K+ 264.23% |
$3.58M - $5.05M
|
35.3K
$8.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.5K+ 433.27% |
$3.56M - $5.02M
|
31.3K
$7.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
25K+ 26.09% |
$3.5M - $4.94M
|
121K
$27.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
22K+ 126.08% |
$3.07M - $4.33M
|
39.4K
$9.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.4KNew |
$2.71M - $3.82M
|
19.4K
$4.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19.2K+ 39.59% |
$2.68M - $3.78M
|
67.6K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
19.2KNew |
$2.68M - $3.78M
|
19.2K
$4.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15.7K+ 4.3% |
$2.2M - $3.1M
|
381K
$87.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
13.7KNew |
$1.91M - $2.7M
|
13.7K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 12.15% |
$1.65M - $2.32M
|
109K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 268.09% |
$1.63M - $2.31M
|
16.1K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.3K+ 37.84% |
$1.44M - $2.03M
|
37.4K
$8.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.11K+ 1.5% |
$1.27M - $1.8M
|
617K
$141M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9.05K+ 52.95% |
$1.27M - $1.79M
|
26.1K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.58K+ 146.47% |
$1.2M - $1.69M
|
14.4K
$3.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.1K+ 2.16% |
$993K - $1.4M
|
336K
$76.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.56K+ 381.4% |
$917K - $1.29M
|
8.28K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.76K+ 21.14% |
$805K - $1.14M
|
33K
$7.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.39KNew |
$754K - $1.06M
|
5.39K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.22K+ 126.72% |
$729K - $1.03M
|
9.33K
$2.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.13K+ 73.45% |
$717K - $1.01M
|
12.1K
$2.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.11K+ 73.02% |
$714K - $1.01M
|
12.1K
$2.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.87K+ 15.08% |
$680K - $960K
|
37.1K
$8.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.67K+ 4.49% |
$653K - $921K
|
109K
$24.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.67K+ 6.53% |
$652K - $920K
|
76.2K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.66K+ 266.21% |
$651K - $918K
|
6.41K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.56K+ 1262.6% |
$637K - $899K
|
4.92K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
4.48KNew |
$627K - $884K
|
4.48K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.44K+ 7.47% |
$621K - $876K
|
63.9K
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.34K+ 16.41% |
$607K - $857K
|
30.8K
$7.05M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.3K+ 10.27% |
$601K - $848K
|
46.2K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.25KNew |
$594K - $838K
|
4.25K
$972K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.98KNew |
$557K - $785K
|
3.98K
$911K
|