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
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.96K- 19.13% |
$358K - $401K
|
12.5K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.99K- 9.71% |
$362K - $406K
|
27.8K
$5.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 28.63% |
$363K - $406K
|
7.46K
$1.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3K- 52.51% |
$363K - $407K
|
2.71K
$519K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.54K- 40.87% |
$429K - $480K
|
5.12K
$981K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.59K- 0.56% |
$435K - $488K
|
634K
$122M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.61K- 4.72% |
$437K - $489K
|
72.9K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.75K- 13.01% |
$454K - $509K
|
25.1K
$4.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.22K- 17.98% |
$511K - $573K
|
19.2K
$3.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.24K- 11.91% |
$513K - $575K
|
31.4K
$6.01M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.38K- 26.22% |
$531K - $595K
|
12.3K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.65K- 10.78% |
$563K - $631K
|
38.5K
$7.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.84K- 16.53% |
$829K - $929K
|
34.5K
$6.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.15K- 76.03% |
$866K - $971K
|
2.25K
$432K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.6K- 39.05% |
$920K - $1.03M
|
11.9K
$2.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-8.68K- 54.27% |
$1.05M - $1.18M
|
7.31K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.32K- 37.43% |
$1.13M - $1.27M
|
15.6K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.77K- 32.93% |
$1.18M - $1.33M
|
19.9K
$3.81M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.5K- 84.71% |
$1.51M - $1.7M
|
2.26K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.1K- 9.18% |
$1.59M - $1.78M
|
130K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-13.7K- 26.73% |
$1.66M - $1.86M
|
37.6K
$7.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.5K- 55.94% |
$2.37M - $2.65M
|
15.4K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.2K- 28.86% |
$2.45M - $2.74M
|
49.8K
$9.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.3K- 38.15% |
$2.7M - $3.03M
|
36.2K
$6.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.7K- 10.69% |
$2.87M - $3.22M
|
198K
$38M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-28.2K- 26.48% |
$3.41M - $3.82M
|
78.2K
$15M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.6K- 46.82% |
$3.47M - $3.89M
|
32.5K
$6.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-32.4K- 33.27% |
$3.93M - $4.4M
|
65K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43.3K- 99.75% |
$5.24M - $5.88M
|
108
$20.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53.2K- 72.89% |
$6.45M - $7.23M
|
19.8K
$3.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-85.5K- 19.19% |
$10.4M - $11.6M
|
360K
$69M
|