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
$53M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.9KNew |
$11.4M - $12.9M
|
66.9K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
41.5KNew |
$7.05M - $7.99M
|
41.5K
$7.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.1KNew |
$4.78M - $5.42M
|
28.1K
$5.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23.4K+ 13.89% |
$3.99M - $4.52M
|
192K
$35.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
22.6KNew |
$3.85M - $4.36M
|
22.6K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.7KNew |
$3.35M - $3.8M
|
19.7K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.3K+ 12.51% |
$3.11M - $3.53M
|
165K
$30.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
17.3K+ 1377.9% |
$2.95M - $3.34M
|
18.6K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.5K+ 2.87% |
$2.81M - $3.18M
|
591K
$109M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
14.5KNew |
$2.47M - $2.8M
|
14.5K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
13K+ 160.69% |
$2.21M - $2.51M
|
21.1K
$3.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
12.1KNew |
$2.06M - $2.33M
|
12.1K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.6K+ 27.86% |
$1.81M - $2.05M
|
48.7K
$9M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9.51K+ 18.74% |
$1.62M - $1.83M
|
60.2K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
8.75KNew |
$1.49M - $1.69M
|
8.75K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
7.97K+ 0.62% |
$1.36M - $1.54M
|
1.29M
$239M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.75K+ 140.37% |
$1.32M - $1.49M
|
13.3K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.68KNew |
$1.31M - $1.48M
|
7.68K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.27K+ 407.41% |
$1.07M - $1.21M
|
7.81K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.92K+ 39.13% |
$1.01M - $1.14M
|
21.1K
$3.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.84KNew |
$993K - $1.13M
|
5.84K
$1.08M
|
|
|
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
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.11KNew |
$869K - $985K
|
5.11K
$944K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.85KNew |
$824K - $934K
|
4.85K
$895K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.52KNew |
$768K - $870K
|
4.52K
$834K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.84K+ 74.55% |
$653K - $741K
|
9K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.66K+ 3.31% |
$622K - $706K
|
114K
$21.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
3.52K+ 20.2% |
$599K - $679K
|
20.9K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.28K+ 207.15% |
$557K - $631K
|
4.86K
$897K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.93KNew |
$499K - $565K
|
2.93K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.92K+ 15.19% |
$496K - $563K
|
22.1K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.92KNew |
$496K - $562K
|
2.92K
$539K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.83K+ 8.11% |
$481K - $545K
|
37.7K
$6.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.82K+ 9.99% |
$479K - $543K
|
31K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.8K+ 8.11% |
$476K - $539K
|
37.3K
$6.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.72KNew |
$463K - $525K
|
2.72K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.57KNew |
$438K - $496K
|
2.57K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.49K+ 109.44% |
$424K - $481K
|
4.77K
$881K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.3K+ 300.52% |
$390K - $443K
|
3.06K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.28K+ 14.12% |
$387K - $439K
|
18.4K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.02KNew |
$343K - $388K
|
2.02K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2K+ 9.64% |
$340K - $385K
|
22.7K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.98KNew |
$337K - $382K
|
1.98K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.9KNew |
$323K - $367K
|
1.9K
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.89KNew |
$321K - $364K
|
1.89K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.74KNew |
$296K - $335K
|
1.74K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.72KNew |
$292K - $332K
|
1.72K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.67KNew |
$284K - $322K
|
1.67K
$309K
|