Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 2025. 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 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
105K+ 3622.32% |
$23M - $25M
|
108K
$24.3M
|
|
|
Jan 29, 2026
Q4 2025
|
High Point Wealth Management, LLC
Chester, NJ |
BUY
|
- |
25.8KNew |
$5.67M - $6.17M
|
25.8K
$5.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
21.1K+ 35.0% |
$4.63M - $5.04M
|
81.4K
$18.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$2.4M - $2.61M
|
10.9K
$2.46M
|
|
|
Jan 28, 2026
Q4 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8.4K+ 39.18% |
$1.84M - $2.01M
|
29.9K
$6.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.91KNew |
$1.73M - $1.89M
|
7.91K
$1.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
7.61KNew |
$1.67M - $1.82M
|
7.61K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.61KNew |
$1.67M - $1.82M
|
7.61K
$1.72M
|
|
|
Jan 28, 2026
Q4 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.52K+ 53.37% |
$1.65M - $1.79M
|
21.6K
$4.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
6.81K+ 20.0% |
$1.49M - $1.62M
|
40.8K
$9.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.33K+ 62.6% |
$949K - $1.03M
|
11.2K
$2.53M
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
4.3K+ 49.5% |
$943K - $1.03M
|
13K
$2.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.64K+ 48.37% |
$799K - $870K
|
11.2K
$2.52M
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.54K+ 152.7% |
$776K - $845K
|
5.86K
$1.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.46KNew |
$759K - $826K
|
3.46K
$780K
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3.18KNew |
$697K - $759K
|
3.18K
$717K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
3.02K+ 2.76% |
$662K - $721K
|
112K
$25.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.8K+ 99.5% |
$615K - $669K
|
5.62K
$1.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.66KNew |
$583K - $635K
|
2.66K
$599K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
2.61KNew |
$572K - $623K
|
2.61K
$588K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.28K+ 2.93% |
$501K - $545K
|
80.3K
$18.1M
|
|
|
Jan 29, 2026
Q4 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.99KNew |
$436K - $474K
|
1.99K
$448K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.8K+ 127.35% |
$395K - $430K
|
3.22K
$725K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.75K+ 6.61% |
$385K - $419K
|
28.3K
$6.38M
|
|
|
Jan 27, 2026
Q4 2025
|
Busey Wealth Management
|
BUY
|
- |
1.59KNew |
$348K - $379K
|
1.59K
$358K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.59K+ 81.06% |
$348K - $379K
|
3.55K
$800K
|
|
|
Jan 28, 2026
Q4 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.53KNew |
$336K - $366K
|
1.53K
$345K
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.44KNew |
$315K - $343K
|
1.44K
$323K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.32K+ 8.24% |
$290K - $316K
|
17.4K
$3.91M
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.31KNew |
$287K - $313K
|
1.31K
$295K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 81.54% |
$281K - $306K
|
2.85K
$643K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14KNew |
$250K - $272K
|
1.14K
$257K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
996+ 10.33% |
$218K - $238K
|
10.6K
$2.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
896New |
$196K - $214K
|
896
$202K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
840+ 58.66% |
$184K - $201K
|
2.27K
$512K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
746+ 34.78% |
$164K - $178K
|
2.89K
$652K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
696+ 9.99% |
$153K - $166K
|
7.67K
$1.73M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
658+ 14.22% |
$144K - $157K
|
5.29K
$1.19M
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
595+ 2.09% |
$130K - $142K
|
29.1K
$6.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
545+ 12.02% |
$120K - $130K
|
5.08K
$1.15M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
493+ 13.69% |
$108K - $118K
|
4.09K
$923K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
467+ 1.38% |
$102K - $111K
|
34.4K
$7.75M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
386+ 9.78% |
$84.6K - $92.1K
|
4.33K
$977K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
303+ 4.67% |
$66.4K - $72.3K
|
6.79K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
296+ 18.84% |
$64.9K - $70.7K
|
1.87K
$421K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
263+ 1.28% |
$57.7K - $62.8K
|
20.8K
$4.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
260+ 13.0% |
$57K - $62.1K
|
2.26K
$509K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
231+ 1.49% |
$50.7K - $55.1K
|
15.7K
$3.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
231+ 4.93% |
$50.7K - $55.1K
|
4.91K
$1.11M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
227+ 3.55% |
$49.8K - $54.2K
|
6.62K
$1.49M
|
|