Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
58+ 0.87% |
$11.3K - $13K
|
6.69K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
57+ 1.49% |
$11.1K - $12.8K
|
3.88K
$874K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 2.94% |
$10.5K - $12.1K
|
1.89K
$427K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
53+ 2.79% |
$10.4K - $11.9K
|
1.95K
$440K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
53+ 4.59% |
$10.4K - $11.9K
|
1.21K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
52+ 1.81% |
$10.2K - $11.6K
|
2.93K
$660K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51+ 4.16% |
$9.96K - $11.4K
|
1.28K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
50+ 4.52% |
$9.76K - $11.2K
|
1.16K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
47+ 0.23% |
$9.18K - $10.5K
|
20.9K
$4.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
46New |
$8.98K - $10.3K
|
46
$10.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
40+ 1.56% |
$7.81K - $8.95K
|
2.61K
$589K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
33+ 3.14% |
$6.44K - $7.39K
|
1.09K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30+ 1.06% |
$5.86K - $6.72K
|
2.87K
$646K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.3% |
$5.08K - $5.82K
|
8.83K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
26New |
$5.08K - $5.82K
|
26
$5.86K
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
25+ 1.1% |
$4.88K - $5.6K
|
2.29K
$516K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 7.12% |
$4.3K - $4.92K
|
331
$74.6K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
20+ 0.06% |
$3.91K - $4.48K
|
30.8K
$6.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
17+ 0.25% |
$3.32K - $3.81K
|
6.7K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17+ 0.57% |
$3.32K - $3.81K
|
3K
$677K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14+ 0.26% |
$2.73K - $3.13K
|
5.4K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14+ 1.26% |
$2.73K - $3.13K
|
1.13K
$254K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 0.26% |
$2.54K - $2.91K
|
5K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13+ 0.08% |
$2.54K - $2.91K
|
17.1K
$3.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12+ 0.17% |
$2.34K - $2.69K
|
7.2K
$1.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11+ 1.05% |
$2.15K - $2.46K
|
1.06K
$239K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11+ 0.03% |
$2.15K - $2.46K
|
32.9K
$7.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11+ 0.41% |
$2.15K - $2.46K
|
2.67K
$601K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10+ 0.18% |
$1.95K - $2.24K
|
5.66K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10+ 0.74% |
$1.95K - $2.24K
|
1.37K
$308K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.38% |
$1.95K - $2.24K
|
2.64K
$595K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9+ 0.36% |
$1.76K - $2.01K
|
2.49K
$562K
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
8+ 0.75% |
$1.56K - $1.79K
|
1.08K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.04% |
$586 - $672
|
8.38K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3+ 0.12% |
$586 - $672
|
2.6K
$587K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3New |
$586 - $672
|
3
$676
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.15% |
$391 - $448
|
1.34K
$303K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2+ 0.12% |
$391 - $448
|
1.71K
$386K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$391 - $448
|
2
$451
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2+ 0.11% |
$391 - $448
|
1.9K
$429K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.07% |
$391 - $448
|
2.89K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2+ 0.17% |
$391 - $448
|
1.18K
$266K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.11% |
$391 - $448
|
1.85K
$416K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$391 - $448
|
2.11K
$476K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$195 - $224
|
5.42K
$1.22M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.19% |
$195 - $224
|
516
$116K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.09% |
$195 - $224
|
1.15K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.08% |
$195 - $224
|
1.31K
$296K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.04% |
$195 - $224
|
2.53K
$570K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$195 - $224
|
1.57K
$354K
|
|