Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
251+ 13.22% |
$29.8K - $36.2K
|
2.15K
$400K
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
244+ 3.84% |
$29K - $35.2K
|
6.59K
$1.23M
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
243+ 5.23% |
$28.9K - $35.1K
|
4.89K
$909K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
239New |
$28.4K - $34.5K
|
239
$44.5K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
213New |
$25.3K - $30.8K
|
213
$39.6K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
209+ 8.18% |
$24.9K - $30.2K
|
2.76K
$514K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
200+ 5.49% |
$23.8K - $28.9K
|
3.85K
$715K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
173+ 3.55% |
$20.6K - $25K
|
5.04K
$938K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
165+ 0.83% |
$19.6K - $23.8K
|
20K
$3.71M
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
159+ 7.41% |
$18.9K - $23K
|
2.3K
$429K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
151+ 6.3% |
$18K - $21.8K
|
2.55K
$474K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
151+ 7.99% |
$18K - $21.8K
|
2.04K
$380K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
150+ 11.37% |
$17.8K - $21.7K
|
1.47K
$273K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
140New |
$16.6K - $20.2K
|
140
$26K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
124+ 193.75% |
$14.7K - $17.9K
|
188
$35K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 1.72% |
$13.2K - $16K
|
6.55K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
110+ 40.0% |
$13.1K - $15.9K
|
385
$71.6K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
107+ 6.28% |
$12.7K - $15.4K
|
1.81K
$337K
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
103+ 3.64% |
$12.2K - $14.9K
|
2.94K
$546K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
101+ 13.29% |
$12K - $14.6K
|
861
$160K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
101+ 4.73% |
$12K - $14.6K
|
2.24K
$416K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$18.6K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$18.6K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$18.6K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
91New |
$10.8K - $13.1K
|
91
$16.9K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
90+ 1.39% |
$10.7K - $13K
|
6.56K
$1.22M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
84+ 1.53% |
$9.99K - $12.1K
|
5.57K
$1.04M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
70New |
$8.32K - $10.1K
|
70
$13K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
66New |
$7.85K - $9.53K
|
66
$12.3K
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
55+ 2.07% |
$6.54K - $7.94K
|
2.72K
$505K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 16.67% |
$5.95K - $7.22K
|
350
$65.1K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
48+ 1.88% |
$5.71K - $6.93K
|
2.6K
$483K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
47+ 0.5% |
$5.59K - $6.79K
|
9.43K
$1.75M
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
45New |
$5.35K - $6.5K
|
45
$8.37K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
42+ 0.24% |
$4.99K - $6.06K
|
17.4K
$3.24M
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
38New |
$4.52K - $5.49K
|
38
$7.07K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$4.52K - $5.49K
|
38
$7.07K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37+ 18.88% |
$4.4K - $5.34K
|
233
$43.3K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 20.96% |
$4.16K - $5.05K
|
202
$37.6K
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
23+ 0.84% |
$2.73K - $3.32K
|
2.76K
$514K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 1.43% |
$2.5K - $3.03K
|
1.49K
$278K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
20New |
$2.38K - $2.89K
|
20
$3.72K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
20+ 0.19% |
$2.38K - $2.89K
|
10.8K
$2.01M
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
18+ 0.89% |
$2.14K - $2.6K
|
2.03K
$378K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
13New |
$1.55K - $1.88K
|
13
$2.42K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$1.19K - $1.44K
|
10
$1.86K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10+ 12.05% |
$1.19K - $1.44K
|
93
$17.3K
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9+ 0.3% |
$1.07K - $1.3K
|
2.99K
$557K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$951 - $1.15K
|
8
$1.49K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 0.03% |
$951 - $1.15K
|
27.9K
$5.18M
|