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 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-418- 12.37% |
$58.4K - $82.4K
|
2.96K
$677K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-424- 10.04% |
$59.3K - $83.6K
|
3.8K
$869K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-425- 3.17% |
$59.4K - $83.8K
|
13K
$2.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-425- 1.36% |
$59.4K - $83.8K
|
30.8K
$7.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-464- 2.65% |
$64.9K - $91.5K
|
17.1K
$3.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-478- 23.33% |
$66.8K - $94.3K
|
1.57K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-489- 46.18% |
$68.4K - $96.4K
|
570
$130K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-515- 2.46% |
$72K - $102K
|
20.4K
$4.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-595- 24.4% |
$83.2K - $117K
|
1.84K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-607- 17.04% |
$84.9K - $120K
|
2.96K
$676K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-613- 7.34% |
$85.7K - $121K
|
7.74K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-622- 12.18% |
$87K - $123K
|
4.49K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-663- 15.53% |
$92.7K - $131K
|
3.61K
$825K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-677- 1.2% |
$94.6K - $134K
|
55.6K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-728- 17.03% |
$102K - $144K
|
3.55K
$811K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-758- 29.29% |
$106K - $149K
|
1.83K
$419K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-770- 24.29% |
$108K - $152K
|
2.4K
$549K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-845- 4.7% |
$118K - $167K
|
17.1K
$3.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-850- 17.55% |
$119K - $168K
|
3.99K
$913K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.02K- 5.81% |
$142K - $200K
|
16.4K
$3.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-1.07K- 3.4% |
$150K - $211K
|
30.4K
$6.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.09K- 4.73% |
$152K - $214K
|
21.9K
$5.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.09K- 42.89% |
$153K - $216K
|
1.46K
$333K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-1.1K- 11.51% |
$153K - $216K
|
8.43K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.11K- 51.55% |
$156K - $220K
|
1.05K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.17K- 7.02% |
$164K - $231K
|
15.5K
$3.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.19K- 1.97% |
$166K - $235K
|
59.2K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-1.27K- 99.92% |
$177K - $250K
|
1
$229
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 23.15% |
$182K - $256K
|
4.31K
$987K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.81K- 14.05% |
$253K - $357K
|
11.1K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-1.85K- 3.03% |
$259K - $365K
|
59.3K
$13.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.86K- 7.24% |
$260K - $367K
|
23.8K
$5.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.89K- 5.12% |
$264K - $372K
|
34.9K
$7.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.9K- 13.71% |
$266K - $375K
|
12K
$2.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2K- 50.0% |
$280K - $394K
|
2K
$458K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-2.18K- 5.39% |
$305K - $431K
|
38.3K
$8.77M
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-2.18K- 5.39% |
$305K - $431K
|
38.3K
$8.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.19K- 60.56% |
$306K - $432K
|
1.43K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.32K- 12.55% |
$325K - $458K
|
16.2K
$3.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.04K- 11.05% |
$425K - $599K
|
24.5K
$5.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.73K- 19.94% |
$521K - $735K
|
15K
$3.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-4.46K- 17.4% |
$623K - $879K
|
21.2K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.62K- 5.7% |
$646K - $911K
|
76.4K
$17.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.81K- 93.02% |
$673K - $949K
|
361
$82.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-5.37K- 16.95% |
$750K - $1.06M
|
26.3K
$6.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.54K- 25.78% |
$774K - $1.09M
|
15.9K
$3.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.71K- 6.0% |
$798K - $1.13M
|
89.5K
$20.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.16K- 32.32% |
$861K - $1.21M
|
12.9K
$2.95M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.68K- 62.33% |
$934K - $1.32M
|
4.04K
$924K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.68K- 62.33% |
$934K - $1.32M
|
4.04K
$924K
|