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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-90- 1.2% |
$17.6K - $20.1K
|
7.43K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-92- 0.56% |
$18K - $20.6K
|
16.4K
$3.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-93- 5.26% |
$18.2K - $20.8K
|
1.68K
$378K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-106- 5.02% |
$20.7K - $23.7K
|
2.01K
$452K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-107- 1.38% |
$20.9K - $24K
|
7.63K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-109- 4.81% |
$21.3K - $24.4K
|
2.16K
$486K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-110- 3.73% |
$21.5K - $24.6K
|
2.84K
$641K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-126- 6.09% |
$24.6K - $28.2K
|
1.94K
$438K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-134- 0.98% |
$26.2K - $30K
|
13.6K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-144- 11.92% |
$28.1K - $32.2K
|
1.06K
$240K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-150- 65.22% |
$29.3K - $33.6K
|
80
$18K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-153- 7.97% |
$29.9K - $34.2K
|
1.77K
$398K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-168- 6.09% |
$32.8K - $37.6K
|
2.59K
$584K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-171- 46.85% |
$33.4K - $38.3K
|
194
$43.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-180- 3.37% |
$35.2K - $40.3K
|
5.17K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-182- 13.22% |
$35.5K - $40.7K
|
1.2K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-186- 2.91% |
$36.3K - $41.6K
|
6.21K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-191- 1.21% |
$37.3K - $42.8K
|
15.6K
$3.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-224- 10.44% |
$43.7K - $50.1K
|
1.92K
$433K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-233- 6.63% |
$45.5K - $52.2K
|
3.28K
$740K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-241- 3.2% |
$47.1K - $53.9K
|
7.3K
$1.65M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-243- 0.73% |
$47.5K - $54.4K
|
32.9K
$7.42M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-245- 32.89% |
$47.8K - $54.8K
|
500
$113K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-250- 2.67% |
$48.8K - $56K
|
9.1K
$2.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-258- 0.31% |
$50.4K - $57.8K
|
82K
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-261- 1.74% |
$51K - $58.4K
|
14.7K
$3.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-266- 10.49% |
$51.9K - $59.5K
|
2.27K
$512K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-277- 1.62% |
$54.1K - $62K
|
16.8K
$3.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-288- 36.59% |
$56.2K - $64.5K
|
499
$112K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-300- 8.57% |
$58.6K - $67.2K
|
3.2K
$721K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-301- 24.9% |
$58.8K - $67.4K
|
908
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-307- 3.57% |
$60K - $68.7K
|
8.28K
$1.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-314- 0.29% |
$61.3K - $70.3K
|
108K
$24.4M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-317- 0.9% |
$61.9K - $71K
|
34.9K
$7.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-341- 12.82% |
$66.6K - $76.3K
|
2.32K
$523K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-397- 1.94% |
$77.5K - $88.9K
|
20K
$4.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-401- 5.9% |
$78.3K - $89.8K
|
6.4K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-406- 9.41% |
$79.3K - $90.9K
|
3.91K
$881K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-407- 22.13% |
$79.5K - $91.1K
|
1.43K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
SELL
|
- |
-420- 14.0% |
$82K - $94K
|
2.58K
$582K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-437- 4.66% |
$85.3K - $97.8K
|
8.95K
$2.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-437- 5.28% |
$85.3K - $97.8K
|
7.84K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-446- 0.97% |
$87.1K - $99.8K
|
45.5K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-455- 3.5% |
$88.9K - $102K
|
12.5K
$2.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-470- 6.08% |
$91.8K - $105K
|
7.27K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-475- 3.71% |
$92.8K - $106K
|
12.3K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-493- 2.73% |
$96.3K - $110K
|
17.6K
$3.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-521- 13.04% |
$102K - $117K
|
3.47K
$783K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-523- 79.48% |
$102K - $117K
|
135
$30.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-525- 5.67% |
$103K - $118K
|
8.74K
$1.97M
|
|