Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
2.17K+ 13.94% |
$197K - $251K
|
17.7K
$3.4M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.09K+ 3.07% |
$190K - $242K
|
70.3K
$13.5M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.85K+ 11.4% |
$168K - $214K
|
18.1K
$3.47M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.83K+ 10.09% |
$167K - $212K
|
20K
$3.83M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.8K+ 58.78% |
$164K - $209K
|
4.87K
$934K
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 20.88% |
$127K - $162K
|
8.1K
$1.55M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.27K+ 19.4% |
$116K - $147K
|
7.83K
$1.5M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.09K+ 22.42% |
$98.7K - $126K
|
5.93K
$1.14M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 3.19% |
$93.1K - $118K
|
33.1K
$6.35M
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
1.01K+ 27.94% |
$91.9K - $117K
|
4.63K
$887K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
979New |
$89K - $113K
|
979
$188K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
929+ 1.71% |
$84.5K - $107K
|
55.2K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
891+ 8.83% |
$81K - $103K
|
11K
$2.1M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
875+ 5.1% |
$79.6K - $101K
|
18K
$3.46M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
835+ 30.83% |
$75.9K - $96.6K
|
3.54K
$679K
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
783+ 17.01% |
$71.2K - $90.5K
|
5.39K
$1.03M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
760New |
$69.1K - $87.9K
|
760
$146K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
754+ 2.69% |
$68.6K - $87.2K
|
28.8K
$5.53M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
724+ 23.84% |
$65.8K - $83.7K
|
3.76K
$721K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
685+ 3.8% |
$62.3K - $79.2K
|
18.7K
$3.58M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
652+ 1.18% |
$59.3K - $75.4K
|
55.9K
$10.7M
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
649+ 0.97% |
$59K - $75K
|
67.6K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
589+ 26.65% |
$53.6K - $68.1K
|
2.8K
$536K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
578+ 2.3% |
$52.6K - $66.8K
|
25.7K
$4.93M
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
577+ 4.13% |
$52.5K - $66.7K
|
14.5K
$2.79M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
562+ 3.72% |
$51.1K - $65K
|
15.7K
$3M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
510+ 2.11% |
$46.4K - $59K
|
24.7K
$4.72M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
500+ 10.36% |
$45.5K - $57.8K
|
5.32K
$1.02M
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
500+ 32.22% |
$45.5K - $57.8K
|
2.05K
$393K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
485+ 48.5% |
$44.1K - $56.1K
|
1.49K
$285K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
430+ 3.22% |
$39.1K - $49.7K
|
13.8K
$2.64M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
411+ 6.47% |
$37.4K - $47.5K
|
6.76K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
394+ 4.64% |
$35.8K - $45.6K
|
8.89K
$1.7M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
393+ 374.29% |
$35.7K - $45.4K
|
498
$95.4K
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
284+ 6.66% |
$25.8K - $32.8K
|
4.55K
$872K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
267+ 1.05% |
$24.3K - $30.9K
|
25.8K
$4.94M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
267New |
$24.3K - $30.9K
|
267
$51.2K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
250New |
$22.7K - $28.9K
|
250
$47.9K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
250New |
$22.7K - $28.9K
|
250
$47.9K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
220+ 7.17% |
$20K - $25.4K
|
3.29K
$630K
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
201+ 7.49% |
$18.3K - $23.2K
|
2.88K
$552K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
199+ 4.64% |
$18.1K - $23K
|
4.48K
$859K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
190+ 1.34% |
$17.3K - $22K
|
14.3K
$2.75M
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
179+ 0.42% |
$16.3K - $20.7K
|
42.6K
$8.17M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
178+ 0.35% |
$16.2K - $20.6K
|
51.1K
$9.8M
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
171+ 4.98% |
$15.5K - $19.8K
|
3.6K
$691K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
160+ 1.06% |
$14.5K - $18.5K
|
15.3K
$2.93M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
157+ 2.45% |
$14.3K - $18.2K
|
6.57K
$1.26M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.09K - $11.6K
|
100
$19.2K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
100+ 333.33% |
$9.09K - $11.6K
|
130
$24.9K
|