Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
2.78KNew |
$247K - $287K
|
2.78K
$533K
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.7K+ 39.43% |
$240K - $279K
|
9.55K
$1.83M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.6K+ 4.03% |
$232K - $269K
|
67.2K
$12.9M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.57KNew |
$229K - $266K
|
2.57K
$493K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.55K+ 2.96% |
$227K - $264K
|
88.8K
$17M
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.53KNew |
$225K - $261K
|
2.53K
$484K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.43KNew |
$216K - $251K
|
2.43K
$465K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.37KNew |
$211K - $245K
|
2.37K
$455K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.28K+ 14.11% |
$203K - $236K
|
18.4K
$3.53M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.24K+ 9.13% |
$199K - $231K
|
26.8K
$5.13M
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.22KNew |
$198K - $229K
|
2.22K
$426K
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.21KNew |
$197K - $229K
|
2.21K
$424K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.2KNew |
$195K - $227K
|
2.2K
$421K
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.17KNew |
$193K - $224K
|
2.17K
$416K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.16K+ 1.72% |
$192K - $223K
|
127K
$24.4M
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.15KNew |
$191K - $222K
|
2.15K
$412K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$190K - $221K
|
2.13K
$409K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.96K+ 3.31% |
$175K - $203K
|
61.4K
$11.8M
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.91K+ 15.05% |
$170K - $197K
|
14.6K
$2.79M
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.52K+ 32.88% |
$135K - $157K
|
6.15K
$1.18M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$131K - $153K
|
1.48K
$283K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.44K+ 97.29% |
$128K - $148K
|
2.91K
$558K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.41K+ 55.83% |
$126K - $146K
|
3.94K
$756K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 10.17% |
$125K - $145K
|
15.2K
$2.91M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.36KNew |
$121K - $140K
|
1.36K
$260K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.33K+ 5.16% |
$118K - $137K
|
27.1K
$5.19M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.23K+ 6.0% |
$109K - $127K
|
21.7K
$4.17M
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.13K+ 28.0% |
$101K - $117K
|
5.18K
$993K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.13KNew |
$101K - $117K
|
1.13K
$217K
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
1.11K+ 6.83% |
$98.6K - $114K
|
17.3K
$3.32M
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.09K+ 8.68% |
$97.4K - $113K
|
13.7K
$2.62M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.04K+ 6.07% |
$92.7K - $108K
|
18.2K
$3.49M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
994+ 8.45% |
$88.5K - $103K
|
12.8K
$2.45M
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
989+ 2.7% |
$88K - $102K
|
37.7K
$7.22M
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
981+ 1.45% |
$87.3K - $101K
|
68.6K
$13.2M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
969+ 8.2% |
$86.2K - $100K
|
12.8K
$2.45M
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
939+ 123.55% |
$83.6K - $97K
|
1.7K
$326K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
929+ 36.08% |
$82.7K - $96K
|
3.5K
$672K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
840New |
$74.8K - $86.8K
|
840
$161K
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
772+ 0.8% |
$68.7K - $79.8K
|
97.7K
$18.7M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
751New |
$66.8K - $77.6K
|
751
$144K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
742New |
$66K - $76.7K
|
742
$142K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
701+ 7.34% |
$62.4K - $72.4K
|
10.3K
$1.97M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
701+ 29.77% |
$62.4K - $72.4K
|
3.06K
$586K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
700New |
$62.3K - $72.3K
|
700
$134K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
640New |
$57K - $66.1K
|
640
$123K
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
579+ 18.29% |
$51.5K - $59.8K
|
3.74K
$718K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
549+ 14.6% |
$48.9K - $56.7K
|
4.31K
$826K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
453+ 10.96% |
$40.3K - $46.8K
|
4.59K
$879K
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
439+ 11.65% |
$39.1K - $45.4K
|
4.21K
$806K
|