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 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3+ 0.12% |
$419 - $592
|
2.53K
$578K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.15% |
$280 - $394
|
1.32K
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2+ 0.07% |
$280 - $394
|
2.76K
$631K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$280 - $394
|
6.63K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$280 - $394
|
1.74K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.12% |
$280 - $394
|
1.69K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 3.23% |
$280 - $394
|
64
$14.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.19% |
$280 - $394
|
1.05K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.15% |
$280 - $394
|
1.31K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1+ 0.03% |
$140 - $197
|
3.26K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1+ 0.05% |
$140 - $197
|
1.93K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.07% |
$140 - $197
|
1.49K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.44% |
$140 - $197
|
230
$52.6K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.01% |
$140 - $197
|
11.1K
$2.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1+ 0.03% |
$140 - $197
|
3.35K
$767K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$140 - $197
|
4.36K
$998K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$140 - $197
|
2.01K
$460K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1- 0.03% |
$140 - $197
|
3.75K
$858K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.28% |
$559 - $789
|
1.43K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 5.88% |
$839 - $1.18K
|
96
$22K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-8- 0.27% |
$1.12K - $1.58K
|
2.92K
$669K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 5.5% |
$1.54K - $2.17K
|
189
$43.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-11- 0.1% |
$1.54K - $2.17K
|
10.6K
$2.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16- 0.94% |
$2.24K - $3.16K
|
1.68K
$385K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19- 0.35% |
$2.66K - $3.75K
|
5.36K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21- 0.5% |
$2.94K - $4.14K
|
4.14K
$947K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25- 0.96% |
$3.5K - $4.93K
|
2.58K
$591K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-26- 1.01% |
$3.63K - $5.13K
|
2.56K
$586K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-27- 0.89% |
$3.77K - $5.32K
|
3K
$687K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-30- 2.87% |
$4.19K - $5.92K
|
1.01K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-30- 0.85% |
$4.19K - $5.92K
|
3.52K
$804K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-35- 2.31% |
$4.89K - $6.9K
|
1.48K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-36- 0.42% |
$5.03K - $7.1K
|
8.59K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-36- 1.44% |
$5.03K - $7.1K
|
2.46K
$563K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-40- 1.9% |
$5.59K - $7.89K
|
2.07K
$474K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 14.29% |
$6.99K - $9.86K
|
300
$68.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-52- 14.4% |
$7.27K - $10.3K
|
309
$70.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-53- 0.82% |
$7.41K - $10.5K
|
6.42K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-57- 0.82% |
$7.97K - $11.2K
|
6.87K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-57- 0.85% |
$7.97K - $11.2K
|
6.68K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-59- 0.74% |
$8.25K - $11.6K
|
7.96K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-66- 1.02% |
$9.23K - $13K
|
6.4K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-67- 0.65% |
$9.37K - $13.2K
|
10.3K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-72- 2.11% |
$10.1K - $14.2K
|
3.33K
$763K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-74- 1.06% |
$10.3K - $14.6K
|
6.9K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-78- 1.03% |
$10.9K - $15.4K
|
7.52K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 8.16% |
$11.2K - $15.8K
|
900
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-85- 3.98% |
$11.9K - $16.8K
|
2.05K
$469K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-86- 1.68% |
$12K - $17K
|
5.03K
$1.15M
|