Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q3 2024. 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 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1K+ 6.44% |
$154K - $181K
|
16.6K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
959+ 2.99% |
$147K - $173K
|
33K
$6.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
909+ 4.59% |
$139K - $164K
|
20.7K
$3.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
851+ 2.89% |
$130K - $154K
|
30.3K
$5.82M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
848+ 54.78% |
$130K - $153K
|
2.4K
$459K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
845+ 19.1% |
$129K - $152K
|
5.27K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
843+ 3.83% |
$129K - $152K
|
22.9K
$4.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
808+ 55.96% |
$124K - $146K
|
2.25K
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
763+ 3.13% |
$117K - $138K
|
25.1K
$4.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
760+ 49.35% |
$116K - $137K
|
2.3K
$441K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
753+ 3.03% |
$115K - $136K
|
25.6K
$4.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
718+ 3.49% |
$110K - $130K
|
21.3K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
648+ 558.62% |
$99.1K - $117K
|
764
$146K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
642+ 9.03% |
$98.2K - $116K
|
7.75K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
639+ 15.67% |
$97.7K - $115K
|
4.72K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
620+ 6.27% |
$94.8K - $112K
|
10.5K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
529+ 45.84% |
$80.9K - $95.4K
|
1.68K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
512New |
$78.3K - $92.4K
|
512
$98.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
508+ 45.44% |
$77.7K - $91.6K
|
1.63K
$312K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
477+ 10.98% |
$72.9K - $86K
|
4.82K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
442+ 8.12% |
$67.6K - $79.7K
|
5.89K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
376+ 158.65% |
$57.5K - $67.8K
|
613
$117K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
340New |
$52K - $61.3K
|
340
$65.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
332+ 6.88% |
$50.8K - $59.9K
|
5.16K
$988K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
331+ 26.06% |
$50.6K - $59.7K
|
1.6K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
322+ 4.15% |
$49.2K - $58.1K
|
8.08K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
322+ 10.59% |
$49.2K - $58.1K
|
3.36K
$645K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
315New |
$48.2K - $56.8K
|
315
$60.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
313+ 15.63% |
$47.9K - $56.5K
|
2.32K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
310+ 23.85% |
$47.4K - $55.9K
|
1.61K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
306+ 13.86% |
$46.8K - $55.2K
|
2.51K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
306+ 5.93% |
$46.8K - $55.2K
|
5.46K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
299+ 8.62% |
$45.7K - $53.9K
|
3.77K
$722K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
286+ 4.47% |
$43.7K - $51.6K
|
6.68K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
282+ 2.41% |
$43.1K - $50.9K
|
12K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
268New |
$41K - $48.3K
|
268
$51.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
252+ 19.0% |
$38.5K - $45.5K
|
1.58K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
233+ 4.31% |
$35.6K - $42K
|
5.64K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
230+ 16.59% |
$35.2K - $41.5K
|
1.62K
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
227+ 7.38% |
$34.7K - $40.9K
|
3.3K
$633K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
220+ 1.61% |
$33.6K - $39.7K
|
13.9K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
211+ 2.65% |
$32.3K - $38.1K
|
8.16K
$1.56M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
211+ 10.79% |
$32.3K - $38.1K
|
2.17K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
204+ 9.97% |
$31.2K - $36.8K
|
2.25K
$431K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
200+ 5.06% |
$30.6K - $36.1K
|
4.16K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
181+ 12.94% |
$27.7K - $32.7K
|
1.58K
$303K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
162+ 0.59% |
$24.8K - $29.2K
|
27.7K
$5.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
152+ 1.89% |
$23.2K - $27.4K
|
8.19K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
146+ 5.72% |
$22.3K - $26.3K
|
2.7K
$517K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
142+ 16.36% |
$21.7K - $25.6K
|
1.01K
$194K
|