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 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
102+ 5.14% |
$14.3K - $20.1K
|
2.09K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
100+ 1.19% |
$14K - $19.7K
|
8.51K
$1.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
100New |
$14K - $19.7K
|
100
$22.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
98+ 2.46% |
$13.7K - $19.3K
|
4.08K
$934K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
93+ 3.2% |
$13K - $18.3K
|
3K
$686K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
91+ 3.39% |
$12.7K - $17.9K
|
2.78K
$636K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
91+ 0.34% |
$12.7K - $17.9K
|
26.5K
$6.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
88+ 3.16% |
$12.3K - $17.4K
|
2.88K
$658K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 2.55% |
$12.3K - $17.4K
|
3.54K
$810K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
81+ 0.78% |
$11.3K - $16K
|
10.5K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
80+ 0.23% |
$11.2K - $15.8K
|
35.6K
$8.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
78+ 1.71% |
$10.9K - $15.4K
|
4.63K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
78+ 4.07% |
$10.9K - $15.4K
|
2K
$457K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
71+ 0.81% |
$9.93K - $14K
|
8.8K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66+ 5.11% |
$9.23K - $13K
|
1.36K
$311K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
66+ 3.6% |
$9.23K - $13K
|
1.9K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
65New |
$9.09K - $12.8K
|
65
$14.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
63+ 2.21% |
$8.81K - $12.4K
|
2.92K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
63+ 0.81% |
$8.81K - $12.4K
|
7.81K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61New |
$8.53K - $12K
|
61
$14K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
57+ 0.86% |
$7.97K - $11.2K
|
6.72K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 20.83% |
$7.69K - $10.8K
|
319
$73K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
51New |
$7.13K - $10.1K
|
51
$11.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 1.38% |
$6.85K - $9.66K
|
3.61K
$825K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
47+ 2.56% |
$6.57K - $9.27K
|
1.89K
$431K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
46+ 1.25% |
$6.43K - $9.07K
|
3.72K
$850K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
36+ 7.35% |
$5.03K - $7.1K
|
526
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
33+ 1.19% |
$4.61K - $6.51K
|
2.8K
$641K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
32+ 2.31% |
$4.47K - $6.31K
|
1.42K
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
29+ 1.55% |
$4.05K - $5.72K
|
1.9K
$435K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 0.7% |
$3.77K - $5.32K
|
3.87K
$885K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.0% |
$3.63K - $5.13K
|
2.63K
$601K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.49% |
$3.36K - $4.73K
|
4.92K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23New |
$3.22K - $4.54K
|
23
$5.26K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
23+ 0.52% |
$3.22K - $4.54K
|
4.42K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
23New |
$3.22K - $4.54K
|
23
$5.26K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19+ 1.35% |
$2.66K - $3.75K
|
1.42K
$326K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
16New |
$2.24K - $3.16K
|
16
$3.66K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
15+ 0.67% |
$2.1K - $2.96K
|
2.26K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
11+ 0.55% |
$1.54K - $2.17K
|
2K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10+ 0.18% |
$1.4K - $1.97K
|
5.65K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.2% |
$1.4K - $1.97K
|
5.07K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 0.17% |
$1.26K - $1.77K
|
5.35K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.04% |
$1.12K - $1.58K
|
19.4K
$4.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5+ 0.07% |
$699 - $986
|
7.19K
$1.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 0.09% |
$699 - $986
|
5.5K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 2.33% |
$419 - $592
|
132
$30.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$419 - $592
|
1.57K
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$419 - $592
|
2.11K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$419 - $592
|
2.81K
$643K
|