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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.37K+ 5.71% |
$162K - $197K
|
25.3K
$4.85M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33K+ 1.72% |
$158K - $192K
|
78.7K
$15.1M
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.26K+ 4.79% |
$150K - $182K
|
27.6K
$5.28M
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
1.25K+ 6.82% |
$149K - $181K
|
19.6K
$3.76M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 56.19% |
$144K - $174K
|
3.36K
$643K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 16.79% |
$142K - $172K
|
8.28K
$1.59M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.12K+ 5.84% |
$134K - $162K
|
20.4K
$3.9M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.09KNew |
$129K - $157K
|
1.09K
$209K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.03K+ 14.24% |
$123K - $149K
|
8.28K
$1.59M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.01K+ 1.37% |
$120K - $146K
|
74.9K
$14.4M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
956+ 18.19% |
$114K - $138K
|
6.21K
$1.19M
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
910+ 50.06% |
$108K - $131K
|
2.73K
$523K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
910+ 245.95% |
$108K - $131K
|
1.28K
$245K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
907+ 48.22% |
$108K - $131K
|
2.79K
$534K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
901New |
$107K - $130K
|
901
$173K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
880New |
$105K - $127K
|
880
$169K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
878+ 3.54% |
$104K - $127K
|
25.7K
$4.92M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
817+ 2.18% |
$97.1K - $118K
|
38.2K
$7.33M
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
788+ 1.61% |
$93.7K - $114K
|
49.7K
$9.52M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
735+ 21.74% |
$87.4K - $106K
|
4.12K
$789K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
696+ 5.64% |
$82.8K - $100K
|
13K
$2.5M
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
685+ 29.85% |
$81.4K - $98.9K
|
2.98K
$571K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
680+ 102.26% |
$80.9K - $98.2K
|
1.35K
$258K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
655+ 30.42% |
$77.9K - $94.6K
|
2.81K
$538K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
648+ 26.02% |
$77K - $93.6K
|
3.14K
$601K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
632+ 15.09% |
$75.1K - $91.2K
|
4.82K
$924K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
615New |
$73.1K - $88.8K
|
615
$118K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
568New |
$67.5K - $82K
|
568
$109K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
537New |
$63.8K - $77.5K
|
537
$103K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
511New |
$60.8K - $73.8K
|
511
$97.9K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
415+ 38.11% |
$49.3K - $59.9K
|
1.5K
$288K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
402New |
$47.8K - $58K
|
402
$77K
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
390+ 8.46% |
$46.4K - $56.3K
|
5K
$958K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
368+ 89.32% |
$43.8K - $53.1K
|
780
$149K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
363+ 10.55% |
$43.2K - $52.4K
|
3.8K
$729K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
358New |
$42.6K - $51.7K
|
358
$68.6K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
344New |
$40.9K - $49.7K
|
344
$65.9K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
343+ 11.04% |
$40.8K - $49.5K
|
3.45K
$661K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
336+ 1.67% |
$40K - $48.5K
|
20.4K
$3.92M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
334New |
$39.7K - $48.2K
|
334
$64K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
306+ 10.37% |
$36.4K - $44.2K
|
3.26K
$624K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
304+ 2.92% |
$36.1K - $43.9K
|
10.7K
$2.06M
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
300New |
$35.7K - $43.3K
|
300
$57.5K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
299+ 8.99% |
$35.6K - $43.2K
|
3.62K
$695K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
288+ 4.35% |
$34.2K - $41.6K
|
6.91K
$1.32M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
277+ 13.47% |
$32.9K - $40K
|
2.33K
$447K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
265+ 7.46% |
$31.5K - $38.3K
|
3.82K
$731K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
265New |
$31.5K - $38.3K
|
265
$50.8K
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
261+ 0.41% |
$31K - $37.7K
|
64.6K
$12.4M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
251+ 13.22% |
$29.8K - $36.2K
|
2.15K
$412K
|