Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 2023. 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, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
12.9M+ 91404.95% |
$1.53B - $1.86B
|
12.9M
$2.47B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
231KNew |
$27.5M - $33.4M
|
231K
$44.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
66.4KNew |
$7.89M - $9.59M
|
66.4K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.9K+ 16.64% |
$7.12M - $8.64M
|
420K
$80.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57K+ 3.45% |
$6.78M - $8.24M
|
1.71M
$328M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
55.9KNew |
$6.65M - $8.07M
|
55.9K
$10.7M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
53.6KNew |
$6.37M - $7.74M
|
53.6K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
48.8K+ 200.81% |
$5.8M - $7.05M
|
73.1K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
43.9K+ 42.12% |
$5.22M - $6.34M
|
148K
$28.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32.7K+ 866.78% |
$3.88M - $4.72M
|
36.4K
$6.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
32.5KNew |
$3.87M - $4.7M
|
32.5K
$6.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.2K+ 18.21% |
$3.6M - $4.37M
|
196K
$37.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26K+ 169.02% |
$3.09M - $3.75M
|
41.4K
$7.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 238.83% |
$2.87M - $3.49M
|
34.3K
$6.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.8K+ 10.84% |
$2.83M - $3.44M
|
243K
$46.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.4KNew |
$2.79M - $3.38M
|
23.4K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.6K+ 8.51% |
$2.33M - $2.83M
|
250K
$47.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.1KNew |
$2.27M - $2.76M
|
19.1K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.3K+ 24.16% |
$2.17M - $2.64M
|
93.9K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.2K+ 21.6% |
$2.16M - $2.63M
|
102K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
17.2KNew |
$2.05M - $2.49M
|
17.2K
$3.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17.2KNew |
$2.04M - $2.48M
|
17.2K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
14.7KNew |
$1.74M - $2.12M
|
14.7K
$2.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.9K+ 618.09% |
$1.66M - $2.01M
|
16.2K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 35.77% |
$1.63M - $1.97M
|
51.9K
$9.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.1K+ 193.45% |
$1.55M - $1.89M
|
19.8K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.9K+ 44.28% |
$1.53M - $1.86M
|
42K
$8.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$1.41M - $1.71M
|
11.8K
$2.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5K+ 15.76% |
$1.37M - $1.66M
|
84.3K
$16.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11.1KNew |
$1.32M - $1.6M
|
11.1K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.1KNew |
$1.32M - $1.6M
|
11.1K
$2.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
9.7K+ 40.91% |
$1.15M - $1.4M
|
33.4K
$6.4M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.16K+ 32.96% |
$1.09M - $1.32M
|
36.9K
$7.08M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.58K+ 26.49% |
$1.02M - $1.24M
|
41K
$7.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.08K+ 6.76% |
$961K - $1.17M
|
128K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.94K+ 39.93% |
$944K - $1.15M
|
27.8K
$5.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.75KNew |
$921K - $1.12M
|
7.75K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.68KNew |
$913K - $1.11M
|
7.68K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.61K+ 64.72% |
$905K - $1.1M
|
19.4K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.51K+ 48.2% |
$893K - $1.08M
|
23.1K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
6.67KNew |
$793K - $963K
|
6.67K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.47K+ 17.77% |
$769K - $934K
|
42.9K
$8.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.1K+ 5.51% |
$725K - $880K
|
117K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.9KNew |
$702K - $852K
|
5.9K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.49K+ 46.39% |
$653K - $793K
|
17.3K
$3.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.93K+ 84.56% |
$587K - $712K
|
10.8K
$2.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.8KNew |
$570K - $693K
|
4.8K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.74K+ 36.3% |
$563K - $684K
|
17.8K
$3.41M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.5KNew |
$535K - $650K
|
4.5K
$863K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.3KNew |
$511K - $621K
|
4.3K
$824K
|