Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 2024. 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 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
97+ 0.35% |
$16.5K - $18.7K
|
27.7K
$5.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
95+ 4.57% |
$16.2K - $18.3K
|
2.17K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
94+ 7.59% |
$16K - $18.1K
|
1.33K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
90New |
$15.3K - $17.4K
|
90
$16.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
68+ 0.84% |
$11.6K - $13.1K
|
8.15K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
59New |
$10K - $11.4K
|
59
$11K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
51+ 3.04% |
$8.67K - $9.83K
|
1.73K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49New |
$8.33K - $9.45K
|
49
$9.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
38+ 2.4% |
$6.46K - $7.33K
|
1.62K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
35New |
$5.95K - $6.75K
|
35
$6.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 2.96% |
$5.1K - $5.78K
|
1.04K
$194K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24+ 63.16% |
$4.08K - $4.63K
|
62
$11.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
24+ 0.16% |
$4.08K - $4.63K
|
15.2K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
19+ 1.86% |
$3.23K - $3.66K
|
1.04K
$194K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.18% |
$3.06K - $3.47K
|
1.54K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
17+ 0.58% |
$2.89K - $3.28K
|
2.93K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17+ 0.26% |
$2.89K - $3.28K
|
6.49K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$2.21K - $2.51K
|
13
$2.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.18% |
$2.04K - $2.31K
|
6.78K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
11+ 1.44% |
$1.87K - $2.12K
|
774
$144K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 2.4% |
$1.02K - $1.16K
|
256
$47.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.31% |
$850 - $964
|
1.61K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.17% |
$680 - $771
|
2.37K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2+ 0.17% |
$340 - $386
|
1.21K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$340 - $386
|
1.73K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2+ 0.02% |
$340 - $386
|
8.05K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.09% |
$170 - $193
|
1.15K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$170 - $193
|
1.2K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.08% |
$170 - $193
|
1.2K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$170 - $193
|
1
$186
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 0.13% |
$340 - $386
|
1.6K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5- 0.03% |
$850 - $964
|
19.4K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-8- 0.32% |
$1.36K - $1.54K
|
2.52K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.12% |
$1.36K - $1.54K
|
6.42K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.21% |
$1.7K - $1.93K
|
4.81K
$894K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14- 0.29% |
$2.38K - $2.7K
|
4.75K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-18- 0.55% |
$3.06K - $3.47K
|
3.24K
$601K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 19.05% |
$3.4K - $3.86K
|
85
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-24- 0.5% |
$4.08K - $4.63K
|
4.78K
$888K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-33- 0.51% |
$5.61K - $6.36K
|
6.44K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-39- 2.96% |
$6.63K - $7.52K
|
1.28K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-43- 58.9% |
$7.31K - $8.29K
|
30
$5.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-43- 1.42% |
$7.31K - $8.29K
|
2.99K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-50- 1.15% |
$8.5K - $9.64K
|
4.29K
$797K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 0.16% |
$8.5K - $9.64K
|
31.1K
$5.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-57- 3.61% |
$9.69K - $11K
|
1.52K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-61- 3.01% |
$10.4K - $11.8K
|
1.97K
$365K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-72- 4.75% |
$12.2K - $13.9K
|
1.45K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-75- 4.57% |
$12.8K - $14.5K
|
1.57K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-84- 29.58% |
$14.3K - $16.2K
|
200
$37.2K
|