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 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-10.6K- 8.76% |
$2.07M - $2.37M
|
110K
$24.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.8K- 64.33% |
$2.89M - $3.31M
|
8.2K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-16.9K- 59.82% |
$3.3M - $3.78M
|
11.3K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-25.5K- 87.6% |
$4.97M - $5.7M
|
3.6K
$812K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-28.4K- 7.46% |
$5.55M - $6.36M
|
352K
$79.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-32.9K- 2.23% |
$6.43M - $7.37M
|
1.44M
$325M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-44.3K- 3.15% |
$8.65M - $9.91M
|
1.36M
$307M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-63.8K- 81.92% |
$12.5M - $14.3M
|
14.1K
$3.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-69K- 95.97% |
$13.5M - $15.4M
|
2.89K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-73.1K- 3.25% |
$14.3M - $16.4M
|
2.18M
$490M
|
|