Sax Wealth Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 11,175 shares of FTEC stock, worth $2.52 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,175
Previous 7,532 48.37%
Holding current value
$2.52 Million
Previous $1.67 Million 50.57%
% of portfolio
0.12%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$219.27 - $238.71 $798,800 - $869,620
3,643 Added 48.37%
11,175 $2.52 Million
Q3 2025

Oct 20, 2025
BUY
$195.29 - $223.85 $693,474 - $794,891
3,551 Added 89.2%
7,532 $1.67 Million
Q2 2025

Jul 23, 2025
BUY
$139.8 - $197.22 $556,543 - $785,132
3,981 New
3,981 $785,000

Others Institutions Holding FTEC

# of Institutions
638
Shares Held
19.3M
Call Options Held
42.6K
Put Options Held
10.6K
View Full List

About FIDELITY COVINGTON TR MSCI INF

FTEC Quotes by TradingView
  • Ticker FTEC
  • Sector ETFs
  • Industry ETFs
More about FTEC
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