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 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 29.67% |
$2.94K - $3.54K
|
64
$12.2K
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-30- 0.12% |
$3.27K - $3.93K
|
24.8K
$4.73M
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-32- 0.12% |
$3.48K - $4.19K
|
26.6K
$5.07M
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-33- 0.45% |
$3.59K - $4.32K
|
7.38K
$1.41M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-36- 0.69% |
$3.92K - $4.72K
|
5.16K
$983K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-43- 15.36% |
$4.68K - $5.63K
|
237
$45.1K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-50- 1.79% |
$5.44K - $6.55K
|
2.74K
$522K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-59- 0.53% |
$6.42K - $7.73K
|
11K
$2.09M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-64- 6.45% |
$6.97K - $8.39K
|
928
$177K
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.59% |
$7.08K - $8.52K
|
10.9K
$2.08M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-69- 3.11% |
$7.51K - $9.04K
|
2.15K
$409K
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-75- 3.77% |
$8.16K - $9.83K
|
1.92K
$365K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-79- 31.6% |
$8.6K - $10.4K
|
171
$32.6K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-87- 1.86% |
$9.47K - $11.4K
|
4.58K
$872K
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-115- 3.46% |
$12.5K - $15.1K
|
3.21K
$612K
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-115- 3.82% |
$12.5K - $15.1K
|
2.9K
$552K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-118- 79.73% |
$12.8K - $15.5K
|
30
$5.71K
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-119- 0.84% |
$13K - $15.6K
|
14.1K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-125- 4.89% |
$13.6K - $16.4K
|
2.43K
$463K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-137- 6.14% |
$14.9K - $18K
|
2.1K
$399K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-139- 7.11% |
$15.1K - $18.2K
|
1.82K
$346K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-149- 2.86% |
$16.2K - $19.5K
|
5.07K
$965K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-156- 2.03% |
$17K - $20.4K
|
7.54K
$1.44M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-161- 4.77% |
$17.5K - $21.1K
|
3.21K
$612K
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-164- 0.32% |
$17.9K - $21.5K
|
51.3K
$9.77M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-164- 2.89% |
$17.9K - $21.5K
|
5.51K
$1.05M
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-173- 5.16% |
$18.8K - $22.7K
|
3.18K
$606K
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-186- 9.84% |
$20.2K - $24.4K
|
1.7K
$325K
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-187- 3.96% |
$20.4K - $24.5K
|
4.54K
$864K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-201- 4.12% |
$21.9K - $26.3K
|
4.68K
$891K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-245- 83.05% |
$26.7K - $32.1K
|
50
$9.52K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-247- 3.43% |
$26.9K - $32.4K
|
6.96K
$1.33M
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-248- 10.52% |
$27K - $32.5K
|
2.11K
$402K
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-255- 2.32% |
$27.8K - $33.4K
|
10.7K
$2.04M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-261- 11.0% |
$28.4K - $34.2K
|
2.11K
$402K
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-265- 10.52% |
$28.8K - $34.7K
|
2.25K
$429K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-265- 1.75% |
$28.8K - $34.7K
|
14.9K
$2.84M
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-270- 5.69% |
$29.4K - $35.4K
|
4.47K
$852K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-306- 10.04% |
$33.3K - $40.1K
|
2.74K
$522K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-314- 2.1% |
$34.2K - $41.1K
|
14.6K
$2.78M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-331- 0.99% |
$36K - $43.4K
|
33.1K
$6.31M
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-338- 1.16% |
$36.8K - $44.3K
|
28.8K
$5.49M
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-366- 5.89% |
$39.8K - $48K
|
5.85K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-374- 10.13% |
$40.7K - $49K
|
3.32K
$632K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-396- 26.67% |
$43.1K - $51.9K
|
1.09K
$207K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-400- 2.52% |
$43.5K - $52.4K
|
15.5K
$2.94M
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-454- 15.09% |
$49.4K - $59.5K
|
2.55K
$486K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-462- 12.36% |
$50.3K - $60.5K
|
3.28K
$624K
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-493- 17.94% |
$53.7K - $64.6K
|
2.26K
$429K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-520- 2.75% |
$56.6K - $68.1K
|
18.4K
$3.5M
|