Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 2024. 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 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
287KNew |
$48.8M - $55.4M
|
287K
$52.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
41.5KNew |
$7.05M - $7.99M
|
41.5K
$7.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.1KNew |
$4.78M - $5.42M
|
28.1K
$5.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23.4K+ 13.89% |
$3.99M - $4.52M
|
192K
$35.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
22.6KNew |
$3.85M - $4.36M
|
22.6K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
17.3K+ 1377.9% |
$2.95M - $3.34M
|
18.6K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
14.5KNew |
$2.47M - $2.8M
|
14.5K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
13K+ 160.69% |
$2.21M - $2.51M
|
21.1K
$3.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
12.1KNew |
$2.06M - $2.33M
|
12.1K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.6K+ 27.86% |
$1.81M - $2.05M
|
48.7K
$8.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9.51K+ 18.74% |
$1.62M - $1.83M
|
60.2K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
7.97K+ 0.62% |
$1.36M - $1.54M
|
1.29M
$237M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.75K+ 140.37% |
$1.32M - $1.49M
|
13.3K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.68KNew |
$1.31M - $1.48M
|
7.68K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.27K+ 407.41% |
$1.07M - $1.21M
|
7.81K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.92K+ 39.13% |
$1.01M - $1.14M
|
21.1K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.76KNew |
$979K - $1.11M
|
5.76K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.59KNew |
$950K - $1.08M
|
5.59K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.52KNew |
$768K - $870K
|
4.52K
$827K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.84K+ 74.55% |
$653K - $741K
|
9K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.66K+ 3.31% |
$622K - $706K
|
114K
$20.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
3.52K+ 20.2% |
$599K - $679K
|
20.9K
$3.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.28K+ 207.15% |
$557K - $631K
|
4.86K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.92K+ 15.19% |
$496K - $563K
|
22.1K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.83K+ 8.11% |
$481K - $545K
|
37.7K
$6.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.82K+ 9.99% |
$479K - $543K
|
31K
$5.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.72KNew |
$463K - $525K
|
2.72K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.57KNew |
$438K - $496K
|
2.57K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.49K+ 109.44% |
$424K - $481K
|
4.77K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.3K+ 300.52% |
$390K - $443K
|
3.06K
$561K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.28K+ 14.12% |
$387K - $439K
|
18.4K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2K+ 9.64% |
$340K - $385K
|
22.7K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.98KNew |
$337K - $382K
|
1.98K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.9KNew |
$323K - $367K
|
1.9K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.74KNew |
$296K - $335K
|
1.74K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.72KNew |
$292K - $332K
|
1.72K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.67KNew |
$284K - $322K
|
1.67K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.61K+ 37.84% |
$274K - $311K
|
5.87K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.6KNew |
$272K - $308K
|
1.6K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.51KNew |
$257K - $291K
|
1.51K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.46K+ 8.75% |
$248K - $281K
|
18.1K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.34K+ 34.36% |
$229K - $259K
|
5.26K
$963K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.32KNew |
$225K - $255K
|
1.32K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.32K+ 5.7% |
$224K - $254K
|
24.4K
$4.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
1.31KNew |
$223K - $253K
|
1.31K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 1.6% |
$214K - $243K
|
80.1K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.19K+ 980.99% |
$202K - $229K
|
1.31K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.18KNew |
$201K - $228K
|
1.18K
$217K
|