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 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-564- 3.57% |
$68.3K - $76.6K
|
15.2K
$2.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-599- 1.27% |
$72.5K - $81.3K
|
46.5K
$8.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-603- 5.92% |
$73K - $81.8K
|
9.58K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-640- 14.1% |
$77.5K - $86.9K
|
3.9K
$747K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-662- 5.97% |
$80.2K - $89.9K
|
10.4K
$2M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-690- 17.19% |
$83.6K - $93.7K
|
3.33K
$637K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-701- 25.3% |
$84.9K - $95.1K
|
2.07K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-705- 4.16% |
$85.4K - $95.7K
|
16.3K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-709- 15.56% |
$85.9K - $96.2K
|
3.85K
$737K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-709- 15.56% |
$85.9K - $96.2K
|
3.85K
$737K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-715- 9.99% |
$86.6K - $97K
|
6.44K
$1.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-783- 7.19% |
$94.8K - $106K
|
10.1K
$1.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-807- 29.72% |
$97.7K - $110K
|
1.91K
$366K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-845- 8.26% |
$102K - $115K
|
9.39K
$1.8M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-869- 34.36% |
$105K - $118K
|
1.66K
$318K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-886- 8.59% |
$107K - $120K
|
9.43K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-892- 25.91% |
$108K - $121K
|
2.55K
$489K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-929- 31.12% |
$113K - $126K
|
2.06K
$394K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-936- 21.02% |
$113K - $127K
|
3.52K
$674K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-964- 0.39% |
$117K - $131K
|
248K
$47.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-995- 20.45% |
$120K - $135K
|
3.87K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 30.13% |
$121K - $136K
|
2.32K
$444K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.01K- 72.58% |
$122K - $137K
|
382
$73.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.06K- 5.77% |
$128K - $143K
|
17.3K
$3.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.15K- 1.16% |
$139K - $155K
|
97.5K
$18.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.16K- 7.04% |
$140K - $157K
|
15.3K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.16K- 63.86% |
$140K - $157K
|
656
$126K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.17K- 36.66% |
$141K - $158K
|
2.01K
$386K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 1.8% |
$143K - $160K
|
64.3K
$12.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.33K- 4.75% |
$161K - $180K
|
26.6K
$5.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.39K- 43.4% |
$169K - $189K
|
1.82K
$348K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.42K- 24.5% |
$172K - $193K
|
4.38K
$838K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.43K- 3.69% |
$173K - $194K
|
37.4K
$7.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.46K- 16.22% |
$177K - $198K
|
7.54K
$1.45M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.46K- 6.96% |
$177K - $199K
|
19.6K
$3.75M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.49K- 2.21% |
$181K - $203K
|
65.9K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.55K- 8.41% |
$187K - $210K
|
16.8K
$3.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.63K- 35.58% |
$197K - $221K
|
2.95K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.65K- 26.51% |
$200K - $224K
|
4.57K
$876K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.66K- 13.37% |
$201K - $226K
|
10.8K
$2.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.68K- 76.54% |
$203K - $228K
|
515
$98.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.13K- 18.15% |
$258K - $289K
|
9.59K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.15K- 5.33% |
$260K - $292K
|
38.2K
$7.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.17K- 1.9% |
$263K - $294K
|
112K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.31K- 2.04% |
$279K - $313K
|
111K
$21.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.41K- 7.66% |
$292K - $328K
|
29.1K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.51K- 18.49% |
$304K - $341K
|
11.1K
$2.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.55K- 4.96% |
$309K - $346K
|
48.9K
$9.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.77K- 23.52% |
$336K - $376K
|
9.01K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.91K- 10.95% |
$353K - $396K
|
23.7K
$4.54M
|