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 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-89- 4.97% |
$12.4K - $17.6K
|
1.7K
$389K
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 7.78% |
$14K - $19.7K
|
1.19K
$271K
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-100- 3.09% |
$14K - $19.7K
|
3.14K
$718K
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-101- 11.73% |
$14.1K - $19.9K
|
760
$174K
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-102- 8.61% |
$14.3K - $20.1K
|
1.08K
$248K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-103- 16.97% |
$14.4K - $20.3K
|
504
$115K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-104- 0.83% |
$14.5K - $20.5K
|
12.5K
$2.85M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 3.11% |
$14.7K - $20.7K
|
3.27K
$747K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-107- 8.31% |
$15K - $21.1K
|
1.18K
$270K
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-113- 3.64% |
$15.8K - $22.3K
|
2.99K
$684K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-117- 11.24% |
$16.4K - $23.1K
|
924
$211K
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-120- 2.17% |
$16.8K - $23.7K
|
5.42K
$1.24M
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-125- 22.01% |
$17.5K - $24.7K
|
443
$101K
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-133- 4.98% |
$18.6K - $26.2K
|
2.54K
$580K
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-135- 4.94% |
$18.9K - $26.6K
|
2.6K
$595K
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-141- 9.57% |
$19.7K - $27.8K
|
1.33K
$305K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-144- 82.76% |
$20.1K - $28.4K
|
30
$6.86K
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-159- 7.99% |
$22.2K - $31.4K
|
1.83K
$419K
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-159- 9.17% |
$22.2K - $31.4K
|
1.57K
$360K
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-161- 0.38% |
$22.5K - $31.8K
|
41.8K
$9.56M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-167- 7.64% |
$23.3K - $32.9K
|
2.02K
$462K
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-173- 3.1% |
$24.2K - $34.1K
|
5.41K
$1.24M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-190- 2.46% |
$26.6K - $37.5K
|
7.54K
$1.72M
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-196- 4.76% |
$27.4K - $38.7K
|
3.92K
$896K
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-198- 2.76% |
$27.7K - $39K
|
6.97K
$1.6M
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-199- 26.82% |
$27.8K - $39.2K
|
543
$124K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-200- 5.77% |
$28K - $39.4K
|
3.27K
$747K
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-200- 15.67% |
$28K - $39.4K
|
1.08K
$246K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-222- 13.29% |
$31K - $43.8K
|
1.45K
$332K
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-225- 5.66% |
$31.5K - $44.4K
|
3.75K
$858K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-231- 2.56% |
$32.3K - $45.6K
|
8.79K
$2.01M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-235- 7.3% |
$32.9K - $46.3K
|
2.99K
$683K
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-265- 16.51% |
$37K - $52.3K
|
1.34K
$307K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-282- 9.59% |
$39.4K - $55.6K
|
2.66K
$609K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-287- 1.96% |
$40.1K - $56.6K
|
14.3K
$3.28M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-292- 4.54% |
$40.8K - $57.6K
|
6.14K
$1.4M
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 3.46% |
$41.9K - $59.2K
|
8.38K
$1.92M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-309- 20.14% |
$43.2K - $60.9K
|
1.23K
$280K
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-337- 12.96% |
$47.1K - $66.5K
|
2.26K
$518K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-340- 21.96% |
$47.5K - $67.1K
|
1.21K
$276K
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-346- 78.82% |
$48.4K - $68.2K
|
93
$21.3K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-348- 9.27% |
$48.7K - $68.6K
|
3.41K
$779K
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-350- 4.33% |
$48.9K - $69K
|
7.74K
$1.77M
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-354- 0.58% |
$49.5K - $69.8K
|
60.2K
$13.8M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-365- 46.85% |
$51K - $72K
|
414
$94.7K
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-367- 11.26% |
$51.3K - $72.4K
|
2.89K
$661K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-374- 4.17% |
$52.3K - $73.8K
|
8.59K
$1.96M
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-380- 12.7% |
$53.1K - $74.9K
|
2.61K
$598K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-391- 12.11% |
$54.7K - $77.1K
|
2.84K
$649K
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-398- 25.68% |
$55.6K - $78.5K
|
1.15K
$264K
|