Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-215- 9.91% |
$19.8K - $24.5K
|
1.95K
$363K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-230- 10.36% |
$21.2K - $26.2K
|
1.99K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-258- 6.13% |
$23.7K - $29.4K
|
3.95K
$734K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-282- 7.89% |
$25.9K - $32.1K
|
3.29K
$612K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-285Closed |
$26.2K - $32.5K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-294- 1.25% |
$27.1K - $33.5K
|
23.2K
$4.32M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-294- 13.29% |
$27.1K - $33.5K
|
1.92K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-296- 1.26% |
$27.2K - $33.7K
|
23.3K
$4.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-315- 8.63% |
$29K - $35.9K
|
3.34K
$621K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-337- 3.07% |
$31K - $38.4K
|
10.6K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-337- 7.86% |
$31K - $38.4K
|
3.95K
$735K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-347- 8.22% |
$31.9K - $39.5K
|
3.87K
$721K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-353- 24.53% |
$32.5K - $40.2K
|
1.09K
$202K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-460- 0.67% |
$42.3K - $52.4K
|
68.2K
$12.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-479- 5.81% |
$44.1K - $54.6K
|
7.77K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-500- 24.37% |
$46K - $57K
|
1.55K
$289K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-512- 1.01% |
$47.1K - $58.3K
|
50K
$9.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-553- 12.34% |
$50.9K - $63K
|
3.93K
$730K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-563- 4.4% |
$51.8K - $64.2K
|
12.2K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-603- 4.08% |
$55.5K - $68.7K
|
14.2K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-623- 4.11% |
$57.3K - $71K
|
14.5K
$2.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-726- 1.08% |
$66.8K - $82.7K
|
66.6K
$12.4M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-766- 15.6% |
$70.5K - $87.3K
|
4.15K
$771K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-779- 5.23% |
$71.7K - $88.8K
|
14.1K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-859- 10.14% |
$79K - $97.9K
|
7.61K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-886- 5.76% |
$81.5K - $101K
|
14.5K
$2.69M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-919- 23.55% |
$84.6K - $105K
|
2.98K
$555K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-939- 55.27% |
$86.4K - $107K
|
760
$141K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-949- 77.22% |
$87.3K - $108K
|
280
$52.1K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-970- 5.6% |
$89.3K - $111K
|
16.4K
$3.04M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.04K- 19.98% |
$95.2K - $118K
|
4.15K
$771K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.13K- 6.47% |
$104K - $129K
|
16.4K
$3.04M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-1.18K- 19.99% |
$109K - $134K
|
4.72K
$878K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.25K- 7.73% |
$115K - $142K
|
14.9K
$2.78M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.27K- 9.45% |
$116K - $144K
|
12.1K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.36K- 26.84% |
$125K - $154K
|
3.69K
$687K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.42K- 14.82% |
$130K - $161K
|
8.13K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.48K- 2.07% |
$136K - $168K
|
69.9K
$13M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.52K- 39.63% |
$140K - $173K
|
2.31K
$429K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.67K- 12.45% |
$154K - $191K
|
11.8K
$2.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.71K- 3.87% |
$157K - $194K
|
42.4K
$7.88M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.76K- 34.42% |
$162K - $201K
|
3.35K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.93K- 5.22% |
$178K - $220K
|
35.1K
$6.53M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.96K- 6.71% |
$180K - $223K
|
27.3K
$5.07M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.2K- 4.06% |
$203K - $251K
|
52K
$9.68M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.21K- 16.13% |
$203K - $252K
|
11.5K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.31K- 4.09% |
$213K - $263K
|
54.1K
$10.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.45K- 15.11% |
$225K - $279K
|
13.8K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.48K- 2.06% |
$228K - $282K
|
118K
$21.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.66K- 25.95% |
$245K - $303K
|
7.6K
$1.41M
|