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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
566+ 8.21% |
$79.1K - $112K
|
7.46K
$1.71M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
528+ 1.62% |
$73.8K - $104K
|
33.2K
$7.6M
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
525+ 3.52% |
$73.4K - $104K
|
15.4K
$3.53M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
514+ 3.45% |
$71.9K - $101K
|
15.4K
$3.53M
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
501+ 4.47% |
$70K - $98.8K
|
11.7K
$2.68M
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
489+ 2.95% |
$68.4K - $96.4K
|
17.1K
$3.91M
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
483+ 3.47% |
$67.5K - $95.3K
|
14.4K
$3.29M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
475+ 2.32% |
$66.4K - $93.7K
|
20.9K
$4.79M
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
469+ 33.38% |
$65.6K - $92.5K
|
1.87K
$429K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
442New |
$61.8K - $87.2K
|
442
$101K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
419+ 5.05% |
$58.6K - $82.6K
|
8.72K
$1.99M
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
400+ 2.47% |
$55.9K - $78.9K
|
16.6K
$3.79M
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
392+ 22.34% |
$54.8K - $77.3K
|
2.15K
$491K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
385+ 22.78% |
$53.8K - $75.9K
|
2.08K
$475K
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
379+ 1.68% |
$53K - $74.7K
|
23K
$5.26M
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
376+ 8.75% |
$52.6K - $74.2K
|
4.67K
$1.07M
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
374+ 2.43% |
$52.3K - $73.8K
|
15.8K
$3.61M
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
346New |
$48.4K - $68.2K
|
346
$79.2K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
334+ 23.28% |
$46.7K - $65.9K
|
1.77K
$405K
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
312+ 1.11% |
$43.6K - $61.5K
|
28.5K
$6.51M
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
308+ 16.59% |
$43.1K - $60.7K
|
2.17K
$495K
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
299+ 1.89% |
$41.8K - $59K
|
16.1K
$3.69M
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
292+ 17.41% |
$40.8K - $57.6K
|
1.97K
$450K
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
285+ 12.05% |
$39.8K - $56.2K
|
2.65K
$606K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
257+ 4.42% |
$35.9K - $50.7K
|
6.07K
$1.39M
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
255+ 1.59% |
$35.6K - $50.3K
|
16.3K
$3.72M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
251+ 8.83% |
$35.1K - $49.5K
|
3.09K
$707K
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
242+ 16.42% |
$33.8K - $47.7K
|
1.72K
$393K
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
238+ 0.52% |
$33.3K - $46.9K
|
46K
$10.5M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
222+ 3.68% |
$31K - $43.8K
|
6.26K
$1.43M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
222+ 7.18% |
$31K - $43.8K
|
3.31K
$758K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
221+ 1.1% |
$30.9K - $43.6K
|
20.3K
$4.64M
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
208+ 2.3% |
$29.1K - $41K
|
9.27K
$2.12M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
196+ 1.68% |
$27.4K - $38.7K
|
11.9K
$2.72M
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
195+ 0.52% |
$27.3K - $38.5K
|
37.8K
$8.66M
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
191+ 0.95% |
$26.7K - $37.7K
|
20.3K
$4.65M
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
183+ 8.29% |
$25.6K - $36.1K
|
2.39K
$547K
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
181+ 0.19% |
$25.3K - $35.7K
|
95.3K
$21.8M
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
173+ 1.02% |
$24.2K - $34.1K
|
17.1K
$3.9M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
170+ 7.08% |
$23.8K - $33.5K
|
2.57K
$588K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
166+ 26.73% |
$23.2K - $32.7K
|
787
$180K
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
160+ 0.7% |
$22.4K - $31.6K
|
23.2K
$5.3M
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
159+ 6.11% |
$22.2K - $31.4K
|
2.76K
$632K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
155+ 2.33% |
$21.7K - $30.6K
|
6.8K
$1.56M
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
154+ 8.73% |
$21.5K - $30.4K
|
1.92K
$439K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 9.08% |
$21.4K - $30.2K
|
1.84K
$420K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
141+ 1.53% |
$19.7K - $27.8K
|
9.38K
$2.15M
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136+ 7.32% |
$19K - $26.8K
|
1.99K
$456K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
132New |
$18.5K - $26K
|
132
$30.2K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
125+ 42.96% |
$17.5K - $24.7K
|
416
$95.2K
|