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 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-529- 8.28% |
$103K - $118K
|
5.86K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-533- 1.27% |
$104K - $119K
|
41.3K
$9.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-562- 2.77% |
$110K - $126K
|
19.7K
$4.45M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-564- 16.92% |
$110K - $126K
|
2.77K
$624K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-610- 0.52% |
$119K - $137K
|
117K
$26.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-628- 3.09% |
$123K - $141K
|
19.7K
$4.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-636- 12.08% |
$124K - $142K
|
4.63K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-652- 9.45% |
$127K - $146K
|
6.25K
$1.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-653- 9.45% |
$128K - $146K
|
6.26K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-711- 5.88% |
$139K - $159K
|
11.4K
$2.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-772- 3.69% |
$151K - $173K
|
20.2K
$4.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-777- 4.01% |
$152K - $174K
|
18.6K
$4.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-783- 39.77% |
$153K - $175K
|
1.19K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-823- 4.3% |
$161K - $184K
|
18.3K
$4.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-836- 3.41% |
$163K - $187K
|
23.7K
$5.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-842- 3.85% |
$164K - $188K
|
21K
$4.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-860- 12.8% |
$168K - $193K
|
5.86K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-871- 8.44% |
$170K - $195K
|
9.45K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-882- 23.84% |
$172K - $197K
|
2.82K
$635K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-941- 12.04% |
$184K - $211K
|
6.87K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-957- 25.75% |
$187K - $214K
|
2.76K
$622K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-985- 3.24% |
$192K - $220K
|
29.4K
$6.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.14K- 2.83% |
$222K - $254K
|
39K
$8.78M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-1.18K- 4.49% |
$231K - $264K
|
25.1K
$5.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.24K- 7.76% |
$241K - $277K
|
14.7K
$3.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.3K- 11.07% |
$253K - $290K
|
10.4K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.36K- 18.29% |
$266K - $305K
|
6.09K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 25.32% |
$317K - $363K
|
4.78K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.67K- 3.01% |
$327K - $375K
|
53.9K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.68K- 33.39% |
$328K - $376K
|
3.35K
$755K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.71K- 8.99% |
$333K - $382K
|
17.3K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.88K- 5.01% |
$366K - $420K
|
35.5K
$8.01M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.92K- 2.95% |
$375K - $430K
|
63.2K
$14.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.05K- 68.14% |
$399K - $458K
|
956
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.14K- 6.03% |
$419K - $480K
|
33.4K
$7.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.17K- 38.99% |
$423K - $485K
|
3.39K
$765K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.36K- 9.01% |
$460K - $527K
|
23.8K
$5.36M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.7K- 49.36% |
$527K - $604K
|
2.77K
$624K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.05K- 4.78% |
$596K - $683K
|
60.8K
$13.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.4K- 26.37% |
$664K - $761K
|
9.5K
$2.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-3.59K- 10.89% |
$702K - $805K
|
29.4K
$6.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.61K- 1.49% |
$704K - $807K
|
239K
$53.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.1K- 33.8% |
$800K - $917K
|
8.02K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.4K- 7.43% |
$858K - $984K
|
54.8K
$12.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-5.37K- 13.62% |
$1.05M - $1.2M
|
34K
$7.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.37K- 2.39% |
$1.44M - $1.65M
|
301K
$67.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-7.51K- 19.6% |
$1.47M - $1.68M
|
30.8K
$6.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-7.51K- 19.6% |
$1.47M - $1.68M
|
30.8K
$6.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-8.02K- 9.71% |
$1.57M - $1.8M
|
74.6K
$16.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-9.4K- 9.86% |
$1.84M - $2.11M
|
85.9K
$19.4M
|
|