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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
404+ 2.7% |
$36K - $41.7K
|
15.4K
$2.95M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400New |
$35.6K - $41.3K
|
400
$76.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
389New |
$34.6K - $40.2K
|
389
$74.5K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
314+ 7.06% |
$27.9K - $32.4K
|
4.76K
$913K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
312+ 11.57% |
$27.8K - $32.2K
|
3.01K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
302New |
$26.9K - $31.2K
|
302
$57.9K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280New |
$24.9K - $28.9K
|
280
$53.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
271+ 6.59% |
$24.1K - $28K
|
4.38K
$840K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
254+ 5.65% |
$22.6K - $26.2K
|
4.75K
$911K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
252+ 6.9% |
$22.4K - $26K
|
3.9K
$748K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
249+ 3.92% |
$22.2K - $25.7K
|
6.6K
$1.27M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
228New |
$20.3K - $23.6K
|
228
$43.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
220+ 2.46% |
$19.6K - $22.7K
|
9.18K
$1.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
214+ 5.94% |
$19K - $22.1K
|
3.82K
$732K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
212+ 0.36% |
$18.9K - $21.9K
|
59K
$11.3M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
197+ 4.33% |
$17.5K - $20.4K
|
4.75K
$910K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
181+ 6.87% |
$16.1K - $18.7K
|
2.82K
$539K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
179New |
$15.9K - $18.5K
|
179
$34.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
176+ 0.67% |
$15.7K - $18.2K
|
26.6K
$5.09M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
161+ 1.03% |
$14.3K - $16.6K
|
15.8K
$3.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
134+ 47.86% |
$11.9K - $13.8K
|
414
$79.3K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
132+ 0.75% |
$11.7K - $13.6K
|
17.8K
$3.42M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
130New |
$11.6K - $13.4K
|
130
$24.9K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$11.6K - $13.4K
|
130
$24.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
125New |
$11.1K - $12.9K
|
125
$24K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
118+ 0.92% |
$10.5K - $12.2K
|
12.9K
$2.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
114+ 3.95% |
$10.1K - $11.8K
|
3K
$574K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
114+ 15.86% |
$10.1K - $11.8K
|
833
$160K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
105+ 7.1% |
$9.34K - $10.8K
|
1.58K
$303K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
95New |
$8.45K - $9.82K
|
95
$18.2K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
92+ 0.17% |
$8.19K - $9.51K
|
54.2K
$10.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
91New |
$8.1K - $9.4K
|
91
$17.4K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
86New |
$7.65K - $8.89K
|
86
$16.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73+ 48.99% |
$6.5K - $7.54K
|
222
$42.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
67+ 0.26% |
$5.96K - $6.92K
|
25.7K
$4.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66+ 1.14% |
$5.87K - $6.82K
|
5.85K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
51New |
$4.54K - $5.27K
|
51
$9.77K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 20.0% |
$4.45K - $5.17K
|
300
$57.5K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50New |
$4.45K - $5.17K
|
50
$9.58K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
44New |
$3.92K - $4.55K
|
44
$8.43K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
35New |
$3.11K - $3.62K
|
35
$6.71K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24+ 0.99% |
$2.14K - $2.48K
|
2.44K
$468K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
17New |
$1.51K - $1.76K
|
17
$3.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$1.33K - $1.55K
|
15
$2.87K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 1.08% |
$1.33K - $1.55K
|
1.41K
$269K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9New |
$801 - $930
|
9
$1.72K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
6+ 100.0% |
$534 - $620
|
12
$2.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5+ 0.16% |
$445 - $517
|
3.12K
$598K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2+ 0.0% |
$178 - $207
|
53.4K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2+ 0.02% |
$178 - $207
|
11K
$2.11M
|