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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
121New |
$14.7K - $16.4K
|
121
$23.2K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
117New |
$14.2K - $15.9K
|
117
$22.4K
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
103+ 1.02% |
$12.5K - $14K
|
10.2K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100+ 11.9% |
$12.1K - $13.6K
|
940
$180K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
98+ 1.31% |
$11.9K - $13.3K
|
7.61K
$1.46M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
83New |
$10.1K - $11.3K
|
83
$15.9K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
73New |
$8.84K - $9.91K
|
73
$14K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
70New |
$8.48K - $9.5K
|
70
$13.4K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
63+ 19.5% |
$7.63K - $8.55K
|
386
$74K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
61+ 1.33% |
$7.39K - $8.28K
|
4.65K
$890K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
60+ 2.47% |
$7.27K - $8.14K
|
2.49K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57New |
$6.9K - $7.74K
|
57
$10.9K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
45+ 2.13% |
$5.45K - $6.11K
|
2.16K
$413K
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
42+ 0.05% |
$5.09K - $5.7K
|
77.4K
$14.8M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
35+ 1.48% |
$4.24K - $4.75K
|
2.4K
$459K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$3.63K - $4.07K
|
30
$5.75K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29+ 1.55% |
$3.51K - $3.94K
|
1.9K
$364K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28New |
$3.39K - $3.8K
|
28
$5.37K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12+ 0.45% |
$1.45K - $1.63K
|
2.67K
$512K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9New |
$1.09K - $1.22K
|
9
$1.72K
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9+ 0.14% |
$1.09K - $1.22K
|
6.35K
$1.22M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.06% |
$727 - $814
|
9.46K
$1.81M
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
5+ 0.08% |
$606 - $679
|
6.35K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.17% |
$606 - $679
|
2.9K
$556K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.07% |
$484 - $543
|
5.68K
$1.09M
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.01% |
$484 - $543
|
27.9K
$5.34M
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4+ 0.2% |
$484 - $543
|
2.04K
$392K
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4+ 0.16% |
$484 - $543
|
2.53K
$484K
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.1% |
$363 - $407
|
2.87K
$551K
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$242 - $271
|
1.73K
$331K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.18% |
$242 - $271
|
1.14K
$218K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.06% |
$242 - $271
|
3.1K
$595K
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$121 - $136
|
1.24K
$238K
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$121 - $136
|
14.1K
$2.7M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$121 - $136
|
603
$116K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.03% |
$121 - $136
|
3.21K
$616K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.34% |
$121 - $136
|
298
$57.1K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$121 - $136
|
2.14K
$410K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1- 0.03% |
$121 - $136
|
2.99K
$572K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.89% |
$121 - $136
|
52
$9.97K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3- 0.08% |
$363 - $407
|
3.65K
$699K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4- 1.29% |
$484 - $543
|
305
$58.5K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4- 0.35% |
$484 - $543
|
1.14K
$218K
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-16- 0.94% |
$1.94K - $2.17K
|
1.69K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 1.49% |
$2.3K - $2.58K
|
1.25K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-22- 0.78% |
$2.66K - $2.99K
|
2.79K
$535K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-25- 0.34% |
$3.03K - $3.39K
|
7.25K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-32- 0.61% |
$3.88K - $4.34K
|
5.24K
$1M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-39- 0.31% |
$4.72K - $5.29K
|
12.4K
$2.39M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-42- 0.64% |
$5.09K - $5.7K
|
6.47K
$1.24M
|