Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q3 2023. 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 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
141K+ 9.34% |
$17.1M - $19.2M
|
1.65M
$317M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
105KNew |
$12.7M - $14.2M
|
105K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
58.1KNew |
$7.04M - $7.89M
|
58.1K
$11.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.7K+ 29.33% |
$4.56M - $5.11M
|
166K
$31.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
29.7K+ 39.75% |
$3.59M - $4.02M
|
104K
$20M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.7K+ 0.86% |
$3.47M - $3.89M
|
3.38M
$647M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1KNew |
$3.41M - $3.82M
|
28.1K
$5.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.9KNew |
$2.78M - $3.11M
|
22.9K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
22K+ 17.38% |
$2.67M - $2.99M
|
149K
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.8K+ 161.36% |
$2.52M - $2.82M
|
33.6K
$6.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.4K+ 32.0% |
$2.47M - $2.77M
|
84.2K
$16.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 7.46% |
$1.85M - $2.07M
|
220K
$42.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.9K+ 121.78% |
$1.81M - $2.03M
|
27.2K
$5.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.2K+ 146.51% |
$1.72M - $1.93M
|
23.9K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14K+ 13.27% |
$1.7M - $1.9M
|
120K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 357.79% |
$1.66M - $1.86M
|
17.5K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$1.32M - $1.48M
|
10.9K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 1.3% |
$1.28M - $1.44M
|
828K
$159M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 67.66% |
$1.22M - $1.37M
|
25K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.59K+ 110.69% |
$1.04M - $1.17M
|
16.3K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.22K+ 3.7% |
$995K - $1.12M
|
230K
$44.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
7.6K+ 11.46% |
$920K - $1.03M
|
73.9K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.17K+ 116.89% |
$868K - $973K
|
13.3K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.92K+ 7.16% |
$838K - $939K
|
104K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.75KNew |
$818K - $917K
|
6.75K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.2K+ 90.46% |
$750K - $841K
|
13K
$2.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.84KNew |
$464K - $521K
|
3.84K
$735K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.68K+ 11.24% |
$446K - $499K
|
36.4K
$6.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.38KNew |
$409K - $458K
|
3.38K
$647K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.25K+ 100.31% |
$393K - $440K
|
6.48K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.14K+ 6.63% |
$380K - $426K
|
50.4K
$9.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
3.08K+ 179.49% |
$373K - $418K
|
4.8K
$919K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
3.02K+ 14.18% |
$366K - $410K
|
24.3K
$4.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.01KNew |
$364K - $408K
|
3.01K
$576K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.89KNew |
$350K - $392K
|
2.89K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.85KNew |
$345K - $386K
|
2.85K
$545K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.66K+ 10.47% |
$322K - $361K
|
28.1K
$5.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.52KNew |
$305K - $342K
|
2.52K
$482K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.51K+ 33.24% |
$304K - $340K
|
10K
$1.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
2.47KNew |
$299K - $335K
|
2.47K
$472K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.38KNew |
$288K - $323K
|
2.38K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.15KNew |
$261K - $292K
|
2.15K
$413K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.11KNew |
$255K - $286K
|
2.11K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2KNew |
$242K - $271K
|
2K
$383K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.96K+ 37.77% |
$238K - $266K
|
7.16K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.88KNew |
$228K - $255K
|
1.88K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.85K+ 6.04% |
$223K - $250K
|
32.4K
$6.21M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 5.48% |
$220K - $247K
|
35K
$6.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$218K - $245K
|
1.8K
$346K
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.78K+ 5.08% |
$216K - $242K
|
36.8K
$7.05M
|