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 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$153 - $180
|
4.36K
$835K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.02% |
$153 - $180
|
4.14K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.65% |
$153 - $180
|
154
$29.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.13% |
$153 - $180
|
748
$143K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.07% |
$153 - $180
|
1.52K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1- 0.07% |
$153 - $180
|
1.46K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$153 - $180
|
1.92K
$368K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2- 0.1% |
$306 - $361
|
1.93K
$369K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2- 0.08% |
$306 - $361
|
2.53K
$485K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3- 0.1% |
$459 - $541
|
3K
$575K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3- 0.08% |
$459 - $541
|
3.91K
$749K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4- 0.39% |
$612 - $722
|
1.02K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.08% |
$612 - $722
|
5.1K
$977K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.16% |
$1.68K - $1.98K
|
6.76K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.78% |
$1.83K - $2.16K
|
1.52K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13- 0.04% |
$1.99K - $2.35K
|
34.9K
$6.68M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13- 0.09% |
$1.99K - $2.35K
|
14.5K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-14- 0.38% |
$2.14K - $2.53K
|
3.65K
$699K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.57% |
$2.6K - $3.07K
|
2.95K
$566K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-19- 16.38% |
$2.91K - $3.43K
|
97
$18.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.57% |
$3.06K - $3.61K
|
3.47K
$664K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-20- 0.54% |
$3.06K - $3.61K
|
3.67K
$704K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-21- 25.0% |
$3.21K - $3.79K
|
63
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-24- 7.19% |
$3.67K - $4.33K
|
310
$59.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-31- 2.74% |
$4.74K - $5.59K
|
1.1K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-34- 1.11% |
$5.2K - $6.13K
|
3.04K
$582K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-42- 0.28% |
$6.42K - $7.58K
|
15.2K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50- 0.9% |
$7.65K - $9.02K
|
5.52K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-50- 4.05% |
$7.65K - $9.02K
|
1.19K
$227K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-52- 4.16% |
$7.95K - $9.38K
|
1.2K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-55- 4.35% |
$8.41K - $9.92K
|
1.21K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-57- 1.69% |
$8.72K - $10.3K
|
3.32K
$636K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-67- 1.58% |
$10.2K - $12.1K
|
4.19K
$802K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-78- 5.71% |
$11.9K - $14.1K
|
1.29K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-79- 1.65% |
$12.1K - $14.3K
|
4.72K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-90- 30.72% |
$13.8K - $16.2K
|
203
$38.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-92- 4.26% |
$14.1K - $16.6K
|
2.07K
$396K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-95- 56.21% |
$14.5K - $17.1K
|
74
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-98- 1.47% |
$15K - $17.7K
|
6.56K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-100- 1.02% |
$15.3K - $18K
|
9.72K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-102- 3.07% |
$15.6K - $18.4K
|
3.22K
$617K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-106- 3.07% |
$16.2K - $19.1K
|
3.35K
$642K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-110- 6.63% |
$16.8K - $19.8K
|
1.55K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-112- 2.4% |
$17.1K - $20.2K
|
4.56K
$873K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-117- 0.72% |
$17.9K - $21.1K
|
16.1K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-117- 10.67% |
$17.9K - $21.1K
|
980
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-123- 4.29% |
$18.8K - $22.2K
|
2.75K
$526K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-128- 54.47% |
$19.6K - $23.1K
|
107
$20.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-128- 2.92% |
$19.6K - $23.1K
|
4.26K
$816K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-133- 4.2% |
$20.3K - $24K
|
3.04K
$582K
|