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 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.3KNew |
$181K - $256K
|
1.3K
$297K
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.27KNew |
$177K - $250K
|
1.27K
$290K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 5.34% |
$172K - $242K
|
24.2K
$5.54M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.23KNew |
$172K - $242K
|
1.23K
$281K
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.21KNew |
$169K - $238K
|
1.21K
$277K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.21KNew |
$169K - $238K
|
1.21K
$277K
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.2K+ 46.01% |
$168K - $237K
|
3.82K
$874K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.19K+ 1.02% |
$166K - $234K
|
117K
$26.9M
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.18KNew |
$165K - $232K
|
1.18K
$270K
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.16KNew |
$161K - $228K
|
1.16K
$264K
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.15KNew |
$161K - $227K
|
1.15K
$264K
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.15KNew |
$161K - $227K
|
1.15K
$263K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.13KNew |
$157K - $222K
|
1.13K
$257K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.12KNew |
$156K - $220K
|
1.12K
$255K
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.11KNew |
$155K - $219K
|
1.11K
$254K
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.11KNew |
$155K - $218K
|
1.11K
$253K
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.1KNew |
$154K - $217K
|
1.1K
$252K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.09KNew |
$152K - $215K
|
1.09K
$249K
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.09K+ 4.0% |
$152K - $214K
|
28.2K
$6.45M
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.07KNew |
$150K - $211K
|
1.07K
$245K
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 36.26% |
$149K - $210K
|
4K
$914K
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.06KNew |
$148K - $209K
|
1.06K
$242K
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.05KNew |
$147K - $207K
|
1.05K
$241K
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.05KNew |
$147K - $207K
|
1.05K
$240K
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.05KNew |
$146K - $206K
|
1.05K
$239K
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.04KNew |
$145K - $204K
|
1.04K
$237K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.04KNew |
$145K - $204K
|
1.04K
$237K
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.03KNew |
$144K - $203K
|
1.03K
$235K
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.02KNew |
$143K - $201K
|
1.02K
$233K
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.02KNew |
$143K - $201K
|
1.02K
$233K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
976+ 35.83% |
$136K - $192K
|
3.7K
$846K
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
970New |
$136K - $191K
|
970
$222K
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
960+ 4.08% |
$134K - $189K
|
24.5K
$5.61M
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
957+ 76.13% |
$134K - $189K
|
2.21K
$507K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
928+ 29.35% |
$130K - $183K
|
4.09K
$936K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
915New |
$128K - $180K
|
915
$209K
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
845+ 1.03% |
$118K - $167K
|
82.6K
$18.9M
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
753New |
$105K - $149K
|
753
$172K
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
690New |
$96.5K - $136K
|
690
$158K
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
685+ 5.65% |
$95.8K - $135K
|
12.8K
$2.93M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
669+ 10.56% |
$93.5K - $132K
|
7.01K
$1.6M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
666New |
$93.1K - $131K
|
666
$152K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
666+ 23.54% |
$93.1K - $131K
|
3.5K
$800K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
658New |
$92K - $130K
|
658
$151K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
624+ 6.36% |
$87.2K - $123K
|
10.4K
$2.39M
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
620+ 30.3% |
$86.7K - $122K
|
2.67K
$610K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
608New |
$85K - $120K
|
608
$139K
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
605+ 34.18% |
$84.6K - $119K
|
2.38K
$543K
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
596+ 45.53% |
$83.3K - $118K
|
1.91K
$436K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
583+ 13.23% |
$81.5K - $115K
|
4.99K
$1.14M
|