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 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.11KNew |
$364K - $428K
|
3.11K
$595K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.08K+ 20.92% |
$361K - $424K
|
17.8K
$3.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.98K+ 18.61% |
$350K - $411K
|
19K
$3.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.96KNew |
$347K - $408K
|
2.96K
$567K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.86KNew |
$335K - $393K
|
2.86K
$548K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
2.84KNew |
$333K - $391K
|
2.84K
$544K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.8KNew |
$328K - $385K
|
2.8K
$537K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2.79KNew |
$327K - $384K
|
2.79K
$535K
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.64KNew |
$310K - $363K
|
2.64K
$506K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.64KNew |
$309K - $363K
|
2.64K
$505K
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.51KNew |
$295K - $346K
|
2.51K
$481K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.46KNew |
$289K - $339K
|
2.46K
$472K
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.41KNew |
$283K - $332K
|
2.41K
$463K
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.39KNew |
$280K - $329K
|
2.39K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 4.26% |
$272K - $320K
|
56.9K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.29KNew |
$268K - $315K
|
2.29K
$438K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.25KNew |
$264K - $310K
|
2.25K
$432K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$263K - $308K
|
2.24K
$429K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.05K+ 18.63% |
$240K - $282K
|
13K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.99K+ 52.22% |
$233K - $274K
|
5.8K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.97KNew |
$231K - $271K
|
1.97K
$377K
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.97KNew |
$230K - $271K
|
1.97K
$377K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$229K - $269K
|
1.95K
$374K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.95KNew |
$228K - $268K
|
1.95K
$373K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.94KNew |
$227K - $266K
|
1.94K
$371K
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.91KNew |
$224K - $263K
|
1.91K
$365K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.9K+ 19.39% |
$223K - $262K
|
11.7K
$2.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.86KNew |
$219K - $257K
|
1.86K
$357K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.83KNew |
$215K - $252K
|
1.83K
$351K
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$201K - $236K
|
1.72K
$329K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.71KNew |
$201K - $236K
|
1.71K
$328K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.69K+ 2.59% |
$199K - $233K
|
66.9K
$12.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 9.2% |
$195K - $229K
|
19.8K
$3.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.64KNew |
$192K - $226K
|
1.64K
$314K
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
BUY
|
- |
1.62KNew |
$190K - $223K
|
1.62K
$310K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
1.59KNew |
$187K - $219K
|
1.59K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.58KNew |
$185K - $217K
|
1.58K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$184K - $216K
|
1.57K
$301K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.55K+ 3.3% |
$182K - $213K
|
48.4K
$9.27M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.53KNew |
$180K - $211K
|
1.53K
$294K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.51KNew |
$177K - $208K
|
1.51K
$290K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.5KNew |
$176K - $207K
|
1.5K
$287K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.49KNew |
$175K - $205K
|
1.49K
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.48KNew |
$173K - $204K
|
1.48K
$283K
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.44K+ 20.21% |
$169K - $199K
|
8.58K
$1.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.4K+ 59.91% |
$165K - $193K
|
3.75K
$718K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.36K+ 5.17% |
$159K - $187K
|
27.6K
$5.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 13.41% |
$157K - $184K
|
11.3K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.32K+ 69.68% |
$155K - $182K
|
3.22K
$618K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.28K+ 0.98% |
$150K - $177K
|
132K
$25.2M
|