Purchases and Sales Made in Q3 2021 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
146+ 1.04% |
$17.1K - $18.5K
|
14.2K
$2.72M
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
135+ 0.1% |
$15.8K - $17.1K
|
130K
$25M
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
128+ 3.38% |
$15K - $16.2K
|
3.92K
$751K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
121+ 6.68% |
$14.2K - $15.3K
|
1.93K
$370K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
101+ 2.66% |
$11.9K - $12.8K
|
3.9K
$748K
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
100+ 2.68% |
$11.7K - $12.7K
|
3.83K
$734K
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
80+ 3.35% |
$9.39K - $10.1K
|
2.47K
$473K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
78+ 2.88% |
$9.15K - $9.89K
|
2.79K
$534K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
75New |
$8.8K - $9.51K
|
75
$14.4K
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
72+ 0.36% |
$8.45K - $9.13K
|
20K
$3.83M
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
57+ 2.21% |
$6.69K - $7.23K
|
2.63K
$505K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 3.05% |
$5.87K - $6.34K
|
1.69K
$323K
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
50+ 0.35% |
$5.87K - $6.34K
|
14.2K
$2.72M
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
43+ 1.97% |
$5.05K - $5.45K
|
2.23K
$427K
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
41+ 0.73% |
$4.81K - $5.2K
|
5.68K
$1.09M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
37+ 5.35% |
$4.34K - $4.69K
|
729
$140K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
26+ 1.34% |
$3.05K - $3.3K
|
1.97K
$378K
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21+ 0.51% |
$2.46K - $2.66K
|
4.12K
$790K
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17+ 0.4% |
$1.99K - $2.16K
|
4.25K
$814K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13+ 0.19% |
$1.53K - $1.65K
|
6.74K
$1.29M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13+ 0.19% |
$1.53K - $1.65K
|
6.74K
$1.29M
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
9+ 0.17% |
$1.06K - $1.14K
|
5.35K
$1.03M
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
8+ 0.39% |
$939 - $1.01K
|
2.08K
$399K
|
|
Oct 08, 2021
Q3 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.02% |
$469 - $507
|
21.2K
$4.06M
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.16% |
$352 - $380
|
1.87K
$359K
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
BUY
|
- |
3+ 0.16% |
$352 - $380
|
1.92K
$367K
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.16% |
$352 - $380
|
1.93K
$369K
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
2+ 0.07% |
$235 - $254
|
2.82K
$541K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.31% |
$117 - $127
|
326
$62.5K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$117 - $127
|
969
$186K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$117 - $127
|
746
$143K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.12% |
$117 - $127
|
834
$160K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 1.49% |
$587 - $634
|
330
$63.2K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 30.77% |
$939 - $1.01K
|
18
$3.45K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 0.01% |
$939 - $1.01K
|
69.2K
$13.3M
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-13- 0.03% |
$1.53K - $1.65K
|
50.6K
$9.7M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-27- 0.74% |
$3.17K - $3.42K
|
3.63K
$695K
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-34- 0.2% |
$3.99K - $4.31K
|
16.9K
$3.24M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-39- 2.26% |
$4.58K - $4.95K
|
1.69K
$324K
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-40- 0.35% |
$4.69K - $5.07K
|
11.3K
$2.16M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-48- 2.75% |
$5.63K - $6.09K
|
1.7K
$325K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-50- 1.46% |
$5.87K - $6.34K
|
3.38K
$647K
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-89- 25.65% |
$10.4K - $11.3K
|
258
$49.4K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-96- 10.37% |
$11.3K - $12.2K
|
830
$159K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-109- 0.27% |
$12.8K - $13.8K
|
40.2K
$7.71M
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-125Closed |
$14.7K - $15.9K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-132- 6.23% |
$15.5K - $16.7K
|
1.99K
$381K
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-141- 0.34% |
$16.5K - $17.9K
|
41.2K
$7.9M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-145- 0.9% |
$17K - $18.4K
|
16K
$3.07M
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-162- 7.65% |
$19K - $20.5K
|
1.96K
$375K
|