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 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48- 1.38% |
$5.81K - $6.52K
|
3.44K
$659K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-48- 0.44% |
$5.81K - $6.52K
|
10.9K
$2.09M
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-50- 0.47% |
$6.06K - $6.79K
|
10.7K
$2.04M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50Closed |
$6.06K - $6.79K
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-51- 1.56% |
$6.18K - $6.92K
|
3.22K
$618K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 1.46% |
$6.18K - $6.92K
|
3.45K
$661K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-54- 0.37% |
$6.54K - $7.33K
|
14.6K
$2.79M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-54- 0.24% |
$6.54K - $7.33K
|
22.6K
$4.34M
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-71- 4.01% |
$8.6K - $9.64K
|
1.7K
$326K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-83- 3.03% |
$10.1K - $11.3K
|
2.66K
$510K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-83- 3.73% |
$10.1K - $11.3K
|
2.15K
$411K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-89- 1.73% |
$10.8K - $12.1K
|
5.07K
$972K
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-101- 5.27% |
$12.2K - $13.7K
|
1.82K
$348K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-111- 0.89% |
$13.4K - $15.1K
|
12.3K
$2.36M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-129- 0.09% |
$15.6K - $17.5K
|
136K
$26.2M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-134- 3.1% |
$16.2K - $18.2K
|
4.19K
$803K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-150- 21.43% |
$18.2K - $20.4K
|
550
$105K
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-153- 2.14% |
$18.5K - $20.8K
|
6.98K
$1.34M
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-157- 5.42% |
$19K - $21.3K
|
2.74K
$525K
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-160- 2.21% |
$19.4K - $21.7K
|
7.08K
$1.36M
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-163- 1.55% |
$19.7K - $22.1K
|
10.4K
$1.99M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-170- 6.2% |
$20.6K - $23.1K
|
2.57K
$493K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-191- 2.81% |
$23.1K - $25.9K
|
6.61K
$1.27M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-208- 0.42% |
$25.2K - $28.2K
|
49.2K
$9.43M
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-218- 0.88% |
$26.4K - $29.6K
|
24.6K
$4.72M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-229- 4.14% |
$27.7K - $31.1K
|
5.3K
$1.02M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-236- 4.36% |
$28.6K - $32K
|
5.17K
$991K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-247- 0.62% |
$29.9K - $33.5K
|
39.8K
$7.63M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250- 0.88% |
$30.3K - $33.9K
|
28.1K
$5.39M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-254- 4.61% |
$30.8K - $34.5K
|
5.26K
$1.01M
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-257- 8.08% |
$31.1K - $34.9K
|
2.92K
$560K
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-277- 3.68% |
$33.5K - $37.6K
|
7.25K
$1.39M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-285- 63.05% |
$34.5K - $38.7K
|
167
$32K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-327- 1.99% |
$39.6K - $44.4K
|
16.1K
$3.09M
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-331- 6.53% |
$40.1K - $44.9K
|
4.74K
$908K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-335- 4.81% |
$40.6K - $45.5K
|
6.62K
$1.27M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-339- 14.22% |
$41.1K - $46K
|
2.05K
$392K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-360- 79.47% |
$43.6K - $48.9K
|
93
$17.8K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-393- 3.21% |
$47.6K - $53.3K
|
11.8K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-395- 8.45% |
$47.8K - $53.6K
|
4.28K
$821K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-426- 2.06% |
$51.6K - $57.8K
|
20.3K
$3.89M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-433- 18.64% |
$52.4K - $58.8K
|
1.89K
$362K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-450- 60.0% |
$54.5K - $61.1K
|
300
$57.5K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-453- 19.43% |
$54.9K - $61.5K
|
1.88K
$360K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-470- 7.89% |
$56.9K - $63.8K
|
5.49K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-472- 8.77% |
$57.2K - $64.1K
|
4.91K
$941K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-500- 25.35% |
$60.6K - $67.9K
|
1.47K
$282K
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-507- 1.31% |
$61.4K - $68.8K
|
38.2K
$7.33M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-520- 5.67% |
$63K - $70.6K
|
8.66K
$1.66M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-534- 3.02% |
$64.7K - $72.5K
|
17.2K
$3.29M
|