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 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.66KNew |
$201K - $226K
|
1.66K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.55K+ 36.3% |
$188K - $211K
|
5.84K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.36K+ 1.82% |
$164K - $184K
|
75.6K
$14.5M
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.23K+ 2.69% |
$149K - $167K
|
47K
$9.01M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.04K+ 4.39% |
$126K - $142K
|
24.8K
$4.76M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 5.48% |
$126K - $142K
|
20.1K
$3.85M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1K+ 11.72% |
$121K - $136K
|
9.54K
$1.83M
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
921+ 8.92% |
$112K - $125K
|
11.2K
$2.15M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
874+ 5.0% |
$106K - $119K
|
18.4K
$3.52M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
805+ 39.75% |
$97.5K - $109K
|
2.83K
$542K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
795+ 46.19% |
$96.3K - $108K
|
2.52K
$482K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
785New |
$95.1K - $107K
|
785
$150K
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
671+ 8.52% |
$81.3K - $91.1K
|
8.55K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
659+ 38.23% |
$79.8K - $89.4K
|
2.38K
$457K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
572+ 27.29% |
$69.3K - $77.6K
|
2.67K
$511K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
566+ 28.41% |
$68.5K - $76.8K
|
2.56K
$490K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
565+ 28.41% |
$68.4K - $76.7K
|
2.55K
$489K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
527+ 21.14% |
$63.8K - $71.5K
|
3.02K
$579K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
523+ 0.93% |
$63.3K - $71K
|
56.8K
$10.9M
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
493+ 21.08% |
$59.7K - $66.9K
|
2.83K
$543K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
480+ 4.37% |
$58.1K - $65.2K
|
11.5K
$2.2M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
461+ 225.98% |
$55.8K - $62.6K
|
665
$127K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
448+ 8.46% |
$54.3K - $60.8K
|
5.74K
$1.1M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
435New |
$52.7K - $59K
|
435
$83.4K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
420+ 15.63% |
$50.9K - $57K
|
3.11K
$595K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
400+ 25.89% |
$48.4K - $54.3K
|
1.95K
$373K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
395+ 15.44% |
$47.8K - $53.6K
|
2.95K
$566K
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
391+ 1.51% |
$47.4K - $53.1K
|
26.3K
$5.04M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
372+ 516.67% |
$45K - $50.5K
|
444
$85.1K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
367+ 4.27% |
$44.4K - $49.8K
|
8.97K
$1.72M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
349+ 3.06% |
$42.3K - $47.4K
|
11.8K
$2.25M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
345+ 2.03% |
$41.8K - $46.8K
|
17.4K
$3.33M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
319+ 9.87% |
$38.6K - $43.3K
|
3.55K
$681K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
300New |
$36.3K - $40.7K
|
300
$57.5K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
273+ 3.52% |
$33.1K - $37.1K
|
8.02K
$1.54M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
272+ 0.23% |
$32.9K - $36.9K
|
116K
$22.3M
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
272+ 14.67% |
$32.9K - $36.9K
|
2.13K
$407K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
253+ 8.44% |
$30.6K - $34.3K
|
3.25K
$623K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
242New |
$29.3K - $32.8K
|
242
$46.4K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225+ 450.0% |
$27.2K - $30.5K
|
275
$52.7K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
212New |
$25.7K - $28.8K
|
212
$40.6K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
201+ 4.56% |
$24.3K - $27.3K
|
4.61K
$884K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
200+ 4.28% |
$24.2K - $27.1K
|
4.87K
$933K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
196New |
$23.7K - $26.6K
|
196
$37.6K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
170+ 14.8% |
$20.6K - $23.1K
|
1.32K
$253K
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
156+ 8.41% |
$18.9K - $21.2K
|
2.01K
$386K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
155+ 4.64% |
$18.8K - $21K
|
3.49K
$669K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
148+ 7.96% |
$17.9K - $20.1K
|
2.01K
$385K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
143+ 20.55% |
$17.3K - $19.4K
|
839
$161K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
136New |
$16.5K - $18.5K
|
136
$26.1K
|