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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-170- 8.91% |
$20.2K - $24.5K
|
1.74K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-172- 4.47% |
$20.5K - $24.8K
|
3.68K
$552K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-181- 5.63% |
$21.5K - $26.1K
|
3.03K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-182- 1.07% |
$21.6K - $26.3K
|
16.8K
$2.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-201- 67.45% |
$23.9K - $29K
|
97
$14.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-208- 12.51% |
$24.7K - $30K
|
1.46K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-215- 2.48% |
$25.6K - $31K
|
8.44K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-224- 3.83% |
$26.6K - $32.3K
|
5.63K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-225- 1.34% |
$26.8K - $32.5K
|
16.6K
$2.49M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-228- 3.2% |
$27.1K - $32.9K
|
6.91K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-228- 10.58% |
$27.1K - $32.9K
|
1.93K
$290K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-235- 0.47% |
$27.9K - $33.9K
|
50.2K
$7.54M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-253- 4.89% |
$30.1K - $36.5K
|
4.92K
$739K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-260- 2.55% |
$30.9K - $37.5K
|
9.94K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-275- 15.15% |
$32.7K - $39.7K
|
1.54K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-301- 0.61% |
$35.8K - $43.5K
|
48.9K
$7.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-319- 4.32% |
$37.9K - $46.1K
|
7.06K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-321- 0.44% |
$38.2K - $46.3K
|
72.8K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-330- 8.53% |
$39.2K - $47.6K
|
3.54K
$532K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-342- 3.63% |
$40.7K - $49.4K
|
9.09K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-352- 92.15% |
$41.9K - $50.8K
|
30
$4.51K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-361- 0.56% |
$42.9K - $52.1K
|
64.7K
$9.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-377- 3.18% |
$44.8K - $54.4K
|
11.5K
$1.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-380- 17.87% |
$45.2K - $54.9K
|
1.75K
$262K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-411- 2.35% |
$48.9K - $59.3K
|
17.1K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-418- 0.37% |
$49.7K - $60.3K
|
112K
$16.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-434- 66.16% |
$51.6K - $62.7K
|
222
$33.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-435- 21.01% |
$51.7K - $62.8K
|
1.64K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-464- 10.37% |
$55.2K - $67K
|
4.01K
$603K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-529- 10.33% |
$62.9K - $76.4K
|
4.59K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-537- 12.54% |
$63.8K - $77.5K
|
3.75K
$563K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-596- 29.16% |
$70.9K - $86K
|
1.45K
$218K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-670- 2.46% |
$79.7K - $96.7K
|
26.5K
$3.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-711- 37.86% |
$84.5K - $103K
|
1.17K
$175K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-716- 35.01% |
$85.1K - $103K
|
1.33K
$200K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-769- 8.53% |
$91.4K - $111K
|
8.24K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-883- 5.48% |
$105K - $127K
|
15.2K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-884- 38.12% |
$105K - $128K
|
1.44K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-912- 33.79% |
$108K - $132K
|
1.79K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-972- 3.65% |
$116K - $140K
|
25.7K
$3.86M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-992- 0.77% |
$118K - $143K
|
128K
$19.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 3.3% |
$128K - $155K
|
31.5K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.15K- 15.13% |
$137K - $166K
|
6.46K
$970K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.29K- 17.69% |
$154K - $187K
|
6.02K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.35K- 29.53% |
$160K - $195K
|
3.22K
$484K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.36K- 2.93% |
$162K - $197K
|
45.2K
$6.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.52K- 13.69% |
$180K - $219K
|
9.56K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.53K- 1.57% |
$182K - $221K
|
96K
$14.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.54K- 16.08% |
$183K - $222K
|
8.04K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.55K- 7.9% |
$184K - $223K
|
18K
$2.71M
|