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 Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-74- 0.5% |
$8.68K - $10.2K
|
14.7K
$2.82M
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-76- 0.36% |
$8.91K - $10.5K
|
21K
$4.02M
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-78- 2.79% |
$9.15K - $10.7K
|
2.72K
$521K
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-82- 2.49% |
$9.62K - $11.3K
|
3.21K
$615K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-98- 13.44% |
$11.5K - $13.5K
|
631
$121K
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 0.42% |
$11.7K - $13.8K
|
24K
$4.6M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$11.7K - $13.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-100- 3.77% |
$11.7K - $13.8K
|
2.55K
$489K
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-101- 5.17% |
$11.8K - $13.9K
|
1.85K
$355K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-114- 2.49% |
$13.4K - $15.7K
|
4.46K
$855K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-117Closed |
$13.7K - $16.1K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-118- 2.38% |
$13.8K - $16.2K
|
4.84K
$927K
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-125- 3.13% |
$14.7K - $17.2K
|
3.88K
$743K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-132- 18.51% |
$15.5K - $18.2K
|
581
$111K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-148Closed |
$17.4K - $20.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-163- 1.57% |
$19.1K - $22.4K
|
10.2K
$1.96M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-164- 7.96% |
$19.2K - $22.6K
|
1.9K
$363K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-186Closed |
$21.8K - $25.6K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-205- 11.91% |
$24K - $28.2K
|
1.52K
$291K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-213- 7.52% |
$25K - $29.3K
|
2.62K
$502K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-216- 83.72% |
$25.3K - $29.7K
|
42
$8.05K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-223- 61.1% |
$26.2K - $30.7K
|
142
$27.2K
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-242- 3.68% |
$28.4K - $33.3K
|
6.33K
$1.21M
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-258- 6.61% |
$30.3K - $35.5K
|
3.64K
$698K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-274- 6.72% |
$32.1K - $37.7K
|
3.8K
$729K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-283- 3.78% |
$33.2K - $39K
|
7.2K
$1.38M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-293- 4.84% |
$34.4K - $40.3K
|
5.76K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-296- 14.9% |
$34.7K - $40.8K
|
1.69K
$324K
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-300- 12.27% |
$35.2K - $41.3K
|
2.15K
$411K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-349- 35.65% |
$40.9K - $48K
|
630
$121K
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-371- 1.86% |
$43.5K - $51.1K
|
19.6K
$3.76M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-380- 9.36% |
$44.6K - $52.3K
|
3.68K
$705K
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-400- 2.56% |
$46.9K - $55.1K
|
15.2K
$2.92M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-401- 6.85% |
$47K - $55.2K
|
5.46K
$1.05M
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-402- 16.88% |
$47.2K - $55.3K
|
1.98K
$379K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-426- 23.81% |
$50K - $58.6K
|
1.36K
$261K
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
SELL
|
- |
-473- 2.91% |
$55.5K - $65.1K
|
15.8K
$3.02M
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-500Closed |
$58.7K - $68.8K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-500- 12.53% |
$58.7K - $68.8K
|
3.49K
$669K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-532- 3.55% |
$62.4K - $73.2K
|
14.4K
$2.77M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-537- 35.26% |
$63K - $73.9K
|
986
$189K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-580- 11.88% |
$68K - $79.8K
|
4.3K
$825K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-590Closed |
$69.2K - $81.2K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
SELL
|
- |
-642- 8.44% |
$75.3K - $88.4K
|
6.96K
$1.33M
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-669- 3.22% |
$78.5K - $92.1K
|
20.1K
$3.85M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-674Closed |
$79.1K - $92.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-716- 4.27% |
$84K - $98.6K
|
16.1K
$3.08M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-717- 2.42% |
$84.1K - $98.7K
|
28.9K
$5.54M
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-820- 3.73% |
$96.2K - $113K
|
21.2K
$4.06M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-824- 39.94% |
$96.7K - $113K
|
1.24K
$237K
|