Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
169K+ 14.4% |
$19.8M - $23.2M
|
1.34M
$257M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157K+ 24.35% |
$18.4M - $21.6M
|
802K
$154M
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
62.6KNew |
$7.34M - $8.62M
|
62.6K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
54.4K+ 7.74% |
$6.38M - $7.49M
|
757K
$145M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
52.8K+ 150.24% |
$6.19M - $7.27M
|
87.9K
$16.9M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.3K+ 2200.18% |
$4.37M - $5.13M
|
39K
$7.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.6K+ 10.2% |
$4.18M - $4.91M
|
385K
$73.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35.6KNew |
$4.17M - $4.9M
|
35.6K
$6.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
32.7KNew |
$3.84M - $4.5M
|
32.7K
$6.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30.8KNew |
$3.61M - $4.24M
|
30.8K
$5.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
29.5KNew |
$3.46M - $4.06M
|
29.5K
$5.66M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.2KNew |
$3.19M - $3.75M
|
27.2K
$5.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.7K+ 12.48% |
$2.9M - $3.41M
|
223K
$42.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
19.8KNew |
$2.32M - $2.72M
|
19.8K
$3.79M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
19.5K+ 92.03% |
$2.29M - $2.68M
|
40.7K
$7.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.1K+ 200.62% |
$2M - $2.35M
|
25.6K
$4.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 18.95% |
$1.89M - $2.22M
|
101K
$19.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8K+ 8.67% |
$1.86M - $2.18M
|
198K
$38M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 67.51% |
$1.83M - $2.14M
|
38.6K
$7.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.74M - $2.05M
|
14.9K
$2.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.1KNew |
$1.65M - $1.94M
|
14.1K
$2.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 32.89% |
$1.49M - $1.74M
|
51.2K
$9.81M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
12.1KNew |
$1.41M - $1.66M
|
12.1K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 35.17% |
$1.34M - $1.58M
|
44K
$8.43M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.3K+ 6.19% |
$1.32M - $1.55M
|
193K
$37M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$1.31M - $1.54M
|
11.2K
$2.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
10.5K+ 70.75% |
$1.23M - $1.44M
|
25.2K
$4.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
9.33KNew |
$1.09M - $1.28M
|
9.33K
$1.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8.34K+ 49.28% |
$979K - $1.15M
|
25.3K
$4.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.12K+ 290.83% |
$952K - $1.12M
|
10.9K
$2.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.7KNew |
$904K - $1.06M
|
7.7K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.2KNew |
$845K - $991K
|
7.2K
$1.38M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
6.53KNew |
$765K - $898K
|
6.53K
$1.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.9K+ 6.27% |
$692K - $812K
|
100K
$19.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.72K+ 56.34% |
$670K - $787K
|
15.9K
$3.04M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.53KNew |
$648K - $761K
|
5.53K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.33K+ 3.08% |
$625K - $734K
|
178K
$34.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
4.89KNew |
$574K - $673K
|
4.89K
$937K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.35KNew |
$511K - $599K
|
4.35K
$834K
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.04KNew |
$474K - $556K
|
4.04K
$774K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
3.96K+ 7.83% |
$464K - $545K
|
54.5K
$10.5M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.72K+ 90.58% |
$437K - $512K
|
7.83K
$1.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.62KNew |
$424K - $498K
|
3.62K
$693K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.6K+ 7.2% |
$422K - $495K
|
53.6K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$422K - $495K
|
3.6K
$689K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.46K+ 2.95% |
$405K - $476K
|
121K
$23.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.27K+ 16.22% |
$384K - $450K
|
23.4K
$4.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
3.25K+ 122.94% |
$382K - $448K
|
5.9K
$1.13M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.18K+ 115.93% |
$373K - $438K
|
5.92K
$1.14M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.12KNew |
$366K - $429K
|
3.12K
$598K
|