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
|
Graypoint LLC
|
BUY
|
- |
8+ 0.32% |
$951 - $1.15K
|
2.53K
$484K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7New |
$832 - $1.01K
|
7
$1.34K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.12% |
$832 - $1.01K
|
5.69K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.36% |
$713 - $866
|
1.68K
$322K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.35% |
$476 - $577
|
1.14K
$219K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.35% |
$476 - $577
|
1.14K
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.23% |
$476 - $577
|
1.73K
$332K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.12% |
$476 - $577
|
3.46K
$662K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.11% |
$357 - $433
|
2.68K
$513K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$238 - $289
|
9.46K
$1.81M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.81% |
$119 - $144
|
125
$24K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.92% |
$119 - $144
|
53
$10.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$119 - $144
|
2.96K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1+ 0.05% |
$119 - $144
|
2.01K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.38% |
$119 - $144
|
261
$50K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$119 - $144
|
604
$116K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4- 0.08% |
$476 - $577
|
5.3K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-7- 0.24% |
$832 - $1.01K
|
2.87K
$549K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-8- 0.13% |
$951 - $1.15K
|
6.34K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9- 16.36% |
$1.07K - $1.3K
|
46
$8.82K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-13- 0.1% |
$1.55K - $1.88K
|
12.4K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-13- 0.15% |
$1.55K - $1.88K
|
8.95K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-15- 3.38% |
$1.78K - $2.17K
|
429
$82.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-16- 0.15% |
$1.9K - $2.31K
|
10.6K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 1.84% |
$2.73K - $3.32K
|
1.23K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-23- 0.6% |
$2.73K - $3.32K
|
3.81K
$731K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-26- 0.24% |
$3.09K - $3.75K
|
10.9K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-29- 0.82% |
$3.45K - $4.19K
|
3.49K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-30Closed |
$3.57K - $4.33K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-31- 0.96% |
$3.69K - $4.48K
|
3.19K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-34- 0.87% |
$4.04K - $4.91K
|
3.87K
$741K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-34- 1.33% |
$4.04K - $4.91K
|
2.52K
$484K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35- 1.31% |
$4.16K - $5.05K
|
2.63K
$505K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-39- 0.23% |
$4.64K - $5.63K
|
17.2K
$3.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-40- 0.41% |
$4.76K - $5.77K
|
9.7K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41- 16.94% |
$4.87K - $5.92K
|
201
$38.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-59- 1.13% |
$7.02K - $8.52K
|
5.18K
$993K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-60- 2.99% |
$7.13K - $8.66K
|
1.95K
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-73- 0.7% |
$8.68K - $10.5K
|
10.3K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-79- 1.67% |
$9.39K - $11.4K
|
4.66K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-92- 1.27% |
$10.9K - $13.3K
|
7.16K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 1.41% |
$11.9K - $14.4K
|
6.98K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-109- 1.65% |
$13K - $15.7K
|
6.5K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-124- 58.49% |
$14.7K - $17.9K
|
88
$16.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-124- 4.28% |
$14.7K - $17.9K
|
2.78K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-132- 1.07% |
$15.7K - $19.1K
|
12.2K
$2.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-146- 4.49% |
$17.4K - $21.1K
|
3.11K
$595K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-150- 7.71% |
$17.8K - $21.7K
|
1.8K
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-164- 4.7% |
$19.5K - $23.7K
|
3.33K
$638K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-170- 8.91% |
$20.2K - $24.5K
|
1.74K
$333K
|