Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
134New |
$14.6K - $17.6K
|
134
$24.5K
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
134New |
$14.6K - $17.6K
|
134
$24.5K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
131New |
$14.3K - $17.2K
|
131
$23.9K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$14.2K - $17K
|
130
$23.7K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
126+ 0.75% |
$13.7K - $16.5K
|
17K
$3.11M
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
116+ 4.82% |
$12.6K - $15.2K
|
2.52K
$460K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
106+ 2.37% |
$11.5K - $13.9K
|
4.58K
$837K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102New |
$11.1K - $13.4K
|
102
$18.6K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
97+ 1.45% |
$10.6K - $12.7K
|
6.8K
$1.24M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
72New |
$7.84K - $9.43K
|
72
$13.1K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
70New |
$7.62K - $9.17K
|
70
$12.8K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
65+ 1.65% |
$7.08K - $8.52K
|
4.02K
$733K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
50+ 2.4% |
$5.44K - $6.55K
|
2.13K
$389K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 2.49% |
$5.23K - $6.29K
|
1.97K
$360K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
45New |
$4.9K - $5.9K
|
45
$8.21K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40+ 18.02% |
$4.35K - $5.24K
|
262
$47.8K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 0.36% |
$3.48K - $4.19K
|
9.01K
$1.64M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
30New |
$3.27K - $3.93K
|
30
$5.48K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
30New |
$3.27K - $3.93K
|
30
$5.48K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30New |
$3.27K - $3.93K
|
30
$5.48K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
25New |
$2.72K - $3.28K
|
25
$4.56K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 0.66% |
$2.5K - $3.01K
|
3.5K
$639K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22+ 0.95% |
$2.39K - $2.88K
|
2.33K
$425K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21+ 0.71% |
$2.29K - $2.75K
|
2.99K
$545K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$2.18K - $2.62K
|
20
$3.65K
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.73% |
$2.18K - $2.62K
|
2.77K
$506K
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
18New |
$1.96K - $2.36K
|
18
$3.29K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
13New |
$1.42K - $1.7K
|
13
$2.37K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 22.22% |
$1.09K - $1.31K
|
55
$10K
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
9+ 0.17% |
$980 - $1.18K
|
5.3K
$966K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9+ 0.14% |
$980 - $1.18K
|
6.34K
$1.16M
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.02% |
$544 - $655
|
27.9K
$5.08M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$544 - $655
|
5
$913
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$544 - $655
|
3.24K
$590K
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4+ 0.2% |
$435 - $524
|
2.04K
$372K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.07% |
$435 - $524
|
5.68K
$1.04M
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.12% |
$327 - $393
|
2.53K
$462K
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.1% |
$327 - $393
|
2.87K
$524K
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3+ 0.1% |
$327 - $393
|
2.99K
$545K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.06% |
$218 - $262
|
3.1K
$566K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.18% |
$218 - $262
|
1.14K
$208K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.92% |
$109 - $131
|
53
$9.67K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$109 - $131
|
2.14K
$390K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.05% |
$109 - $131
|
1.86K
$340K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$109 - $131
|
8.6K
$1.57M
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2- 0.09% |
$218 - $262
|
2.3K
$420K
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3- 0.03% |
$327 - $393
|
9.74K
$1.78M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 2.43% |
$544 - $655
|
201
$36.7K
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-15- 0.24% |
$1.63K - $1.97K
|
6.34K
$1.16M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-18- 0.34% |
$1.96K - $2.36K
|
5.27K
$962K
|