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 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
265+ 3.83% |
$45.1K - $51.1K
|
7.19K
$1.33M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
261New |
$44.4K - $50.3K
|
261
$48.2K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
250+ 4.43% |
$42.5K - $48.2K
|
5.89K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
239New |
$40.6K - $46.1K
|
239
$44.2K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
222New |
$37.7K - $42.8K
|
222
$41K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
216+ 5.21% |
$36.7K - $41.6K
|
4.37K
$806K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
213+ 34.75% |
$36.2K - $41.1K
|
826
$153K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
204+ 4.68% |
$34.7K - $39.3K
|
4.56K
$843K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
200+ 6.31% |
$34K - $38.6K
|
3.37K
$623K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$34K - $38.6K
|
200
$37K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
198+ 13.32% |
$33.7K - $38.2K
|
1.69K
$311K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
192+ 2.41% |
$32.6K - $37K
|
8.16K
$1.51M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
179+ 4.94% |
$30.4K - $34.5K
|
3.8K
$702K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
170+ 1.62% |
$28.9K - $32.8K
|
10.7K
$1.97M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
169+ 13.99% |
$28.7K - $32.6K
|
1.38K
$254K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 146.73% |
$26.7K - $30.3K
|
264
$48.8K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
153+ 10.57% |
$26K - $29.5K
|
1.6K
$296K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
135+ 10.49% |
$23K - $26K
|
1.42K
$263K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
113New |
$19.2K - $21.8K
|
113
$20.9K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 1.23% |
$19.2K - $21.8K
|
9.29K
$1.72M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
111+ 0.71% |
$18.9K - $21.4K
|
15.7K
$2.9M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
110+ 4.23% |
$18.7K - $21.2K
|
2.71K
$501K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
105New |
$17.9K - $20.2K
|
105
$19.4K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
100+ 5.3% |
$17K - $19.3K
|
1.99K
$367K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$17K - $19.3K
|
100
$18.5K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
97+ 0.35% |
$16.5K - $18.7K
|
27.7K
$5.13M
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
95+ 4.57% |
$16.2K - $18.3K
|
2.17K
$401K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
94+ 7.59% |
$16K - $18.1K
|
1.33K
$246K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
90New |
$15.3K - $17.4K
|
90
$16.6K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
89New |
$15.1K - $17.2K
|
89
$16.4K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
68+ 0.84% |
$11.6K - $13.1K
|
8.15K
$1.51M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
59New |
$10K - $11.4K
|
59
$10.9K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
51+ 3.04% |
$8.67K - $9.83K
|
1.73K
$319K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49New |
$8.33K - $9.45K
|
49
$9.05K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
38+ 2.4% |
$6.46K - $7.33K
|
1.62K
$299K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
35New |
$5.95K - $6.75K
|
35
$6.47K
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
34+ 0.62% |
$5.78K - $6.55K
|
5.49K
$1.01M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 20.13% |
$5.27K - $5.98K
|
185
$34.2K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 2.96% |
$5.1K - $5.78K
|
1.04K
$193K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
24+ 0.16% |
$4.08K - $4.63K
|
15.2K
$2.81M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24+ 63.16% |
$4.08K - $4.63K
|
62
$11.5K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
19+ 1.86% |
$3.23K - $3.66K
|
1.04K
$193K
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.18% |
$3.06K - $3.47K
|
1.54K
$284K
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17+ 0.26% |
$2.89K - $3.28K
|
6.49K
$1.2M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
17+ 0.58% |
$2.89K - $3.28K
|
2.93K
$542K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$2.21K - $2.51K
|
13
$2.4K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.18% |
$2.04K - $2.31K
|
6.78K
$1.25M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
11+ 1.44% |
$1.87K - $2.12K
|
774
$143K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.6% |
$1.53K - $1.74K
|
1.51K
$280K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 2.4% |
$1.02K - $1.16K
|
256
$47.3K
|