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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-318- 4.85% |
$54.1K - $61.3K
|
6.25K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-319- 12.93% |
$54.2K - $61.5K
|
2.15K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-322- 0.93% |
$54.7K - $62.1K
|
34.4K
$6.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-344- 1.46% |
$58.5K - $66.3K
|
23.3K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-392- 2.1% |
$66.7K - $75.6K
|
18.2K
$3.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-417- 0.18% |
$70.9K - $80.4K
|
238K
$43.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-436- 2.23% |
$74.1K - $84.1K
|
19.1K
$3.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-505- 8.35% |
$85.9K - $97.4K
|
5.54K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-515- 12.36% |
$87.6K - $99.3K
|
3.65K
$669K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-537- 2.44% |
$91.3K - $104K
|
21.5K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-553- 16.5% |
$94K - $107K
|
2.8K
$513K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-687- 1.65% |
$117K - $132K
|
41K
$7.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-738- 8.27% |
$125K - $142K
|
8.19K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-878- 14.5% |
$149K - $169K
|
5.18K
$949K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-931- 30.67% |
$158K - $179K
|
2.11K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 10.35% |
$171K - $194K
|
8.72K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 2.51% |
$184K - $209K
|
42K
$7.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.14K- 1.07% |
$193K - $219K
|
105K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.22K- 12.37% |
$208K - $236K
|
8.67K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.88K- 4.02% |
$319K - $362K
|
44.8K
$8.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.58K- 6.68% |
$439K - $497K
|
36.1K
$6.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.77K- 16.67% |
$470K - $533K
|
13.8K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.26K- 94.03% |
$554K - $628K
|
207
$37.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.42K- 8.29% |
$581K - $659K
|
37.8K
$6.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.9K- 12.14% |
$1.86M - $2.11M
|
79.1K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-19K- 65.67% |
$3.23M - $3.66M
|
9.92K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20.7K- 21.03% |
$3.52M - $3.99M
|
77.6K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21.7K- 71.52% |
$3.69M - $4.18M
|
8.64K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-32.2K- 2.02% |
$5.48M - $6.21M
|
1.56M
$286M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-809K- 99.8% |
$138M - $156M
|
1.6K
$294K
|