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 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.93KNew |
$550K - $775K
|
3.93K
$899K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 12.72% |
$539K - $760K
|
34.2K
$7.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.77K+ 7.6% |
$527K - $744K
|
53.4K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.7K+ 209.04% |
$517K - $730K
|
5.47K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.65K+ 6.47% |
$510K - $719K
|
60K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.61KNew |
$504K - $712K
|
3.61K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.52K+ 35.24% |
$492K - $694K
|
13.5K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$472K - $666K
|
3.38K
$773K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.37K+ 177.78% |
$471K - $664K
|
5.26K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.37KNew |
$471K - $664K
|
3.37K
$770K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.16K+ 1.32% |
$441K - $623K
|
242K
$55.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.1K+ 28.93% |
$434K - $612K
|
13.8K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.91KNew |
$406K - $573K
|
2.91K
$665K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.87K+ 194.5% |
$401K - $565K
|
4.34K
$992K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.84K+ 9.2% |
$397K - $560K
|
33.7K
$7.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.72K+ 95.98% |
$381K - $537K
|
5.56K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.69K+ 7.07% |
$376K - $530K
|
40.7K
$9.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.68K+ 16.23% |
$374K - $528K
|
19.2K
$4.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.62KNew |
$366K - $517K
|
2.62K
$600K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.59K+ 16.76% |
$363K - $512K
|
18.1K
$4.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.52K+ 5.31% |
$353K - $498K
|
50.1K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.52K+ 176.86% |
$353K - $497K
|
3.95K
$903K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.34K+ 16.46% |
$326K - $461K
|
16.5K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.24KNew |
$312K - $441K
|
2.24K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.2KNew |
$308K - $434K
|
2.2K
$504K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.15KNew |
$300K - $423K
|
2.15K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.11KNew |
$295K - $417K
|
2.11K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.06KNew |
$287K - $405K
|
2.06K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.04KNew |
$285K - $402K
|
2.04K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1.96K+ 510.16% |
$274K - $386K
|
2.34K
$536K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.94K+ 81.26% |
$272K - $383K
|
4.33K
$992K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.88K+ 11.01% |
$263K - $371K
|
19K
$4.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.84KNew |
$257K - $363K
|
1.84K
$421K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.83KNew |
$256K - $361K
|
1.83K
$419K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.82KNew |
$255K - $360K
|
1.82K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8K+ 45.0% |
$252K - $355K
|
5.8K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.72K+ 36.79% |
$240K - $339K
|
6.39K
$1.46M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.71KNew |
$239K - $338K
|
1.71K
$392K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.69K+ 128.13% |
$236K - $333K
|
3.01K
$688K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.67KNew |
$233K - $329K
|
1.67K
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.59K+ 45.65% |
$223K - $314K
|
5.09K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.58K+ 70.47% |
$221K - $312K
|
3.82K
$874K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.57K+ 16.87% |
$220K - $310K
|
10.9K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.57K+ 72.31% |
$219K - $309K
|
3.73K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 11.28% |
$206K - $291K
|
14.6K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.44K+ 22.89% |
$202K - $285K
|
7.75K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.41K+ 4.9% |
$197K - $278K
|
30.2K
$6.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.36K+ 85.61% |
$190K - $269K
|
2.95K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
1.34K+ 44.54% |
$187K - $264K
|
4.35K
$994K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.34K+ 26.54% |
$187K - $263K
|
6.37K
$1.46M
|