Latest Institutional Transactions on Fidelity Covington Tr Msci Inf (FTEC)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Inf (FTEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.85KNew |
$824K - $934K
|
4.85K
$895K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
517+ 0.07% |
$87.9K - $99.7K
|
781K
$144M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-278- 0.48% |
$47.3K - $53.6K
|
57.6K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.3K+ 12.51% |
$3.11M - $3.53M
|
165K
$30.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-28.2K- 43.73% |
$4.79M - $5.44M
|
36.3K
$6.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-284- 20.34% |
$48.3K - $54.7K
|
1.11K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.02% |
$170 - $193
|
5.1K
$942K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
150+ 6.66% |
$25.5K - $28.9K
|
2.4K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
981+ 8.35% |
$167K - $189K
|
12.7K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
268+ 1.86% |
$45.6K - $51.7K
|
14.7K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
161+ 0.23% |
$27.4K - $31K
|
70.9K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$274K - $311K
|
1.61K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 7.97% |
$51K - $57.8K
|
3.47K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
983+ 10.04% |
$167K - $190K
|
10.8K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.1K- 15.34% |
$3.43M - $3.88M
|
111K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
200+ 6.31% |
$34K - $38.6K
|
3.37K
$623K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.14% |
$340 - $386
|
1.46K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-133- 5.87% |
$22.6K - $25.6K
|
2.13K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.93KNew |
$499K - $565K
|
2.93K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
745New |
$127K - $144K
|
745
$138K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
89New |
$15.1K - $17.2K
|
89
$16.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-29K- 61.73% |
$4.92M - $5.58M
|
18K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6- 0.22% |
$1.02K - $1.16K
|
2.74K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 20.13% |
$5.27K - $5.98K
|
185
$34.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.6% |
$1.53K - $1.74K
|
1.51K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
250+ 4.43% |
$42.5K - $48.2K
|
5.89K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.06% |
$170 - $193
|
1.6K
$296K
|
|
|
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
|
Independent Advisor Alliance
|
BUY
|
- |
2.92KNew |
$496K - $562K
|
2.92K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
931+ 55.32% |
$158K - $179K
|
2.61K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
760+ 7.21% |
$129K - $147K
|
11.3K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
905New |
$154K - $174K
|
905
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
310+ 3.03% |
$52.7K - $59.8K
|
10.5K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.19K+ 40.53% |
$201K - $228K
|
4.11K
$759K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 6.94% |
$399K - $452K
|
31.5K
$5.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1K+ 29.73% |
$170K - $193K
|
4.36K
$806K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.7KNew |
$3.35M - $3.8M
|
19.7K
$3.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.09K- 2.4% |
$355K - $403K
|
84.8K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.5K+ 2.87% |
$2.81M - $3.18M
|
591K
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.03K- 26.35% |
$346K - $392K
|
5.68K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-76.3K- 3.36% |
$13M - $14.7M
|
2.19M
$405M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-165- 38.82% |
$28.1K - $31.8K
|
260
$48K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.01K- 15.58% |
$512K - $580K
|
16.3K
$3.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
179+ 4.94% |
$30.4K - $34.5K
|
3.8K
$702K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.89KNew |
$321K - $364K
|
1.89K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.9KNew |
$11.4M - $12.9M
|
66.9K
$12.4M
|
|
|
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
|
Assetmark, Inc
|
BUY
|
- |
213+ 34.75% |
$36.2K - $41.1K
|
826
$153K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.33K- 5.15% |
$226K - $257K
|
24.5K
$4.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-16- 0.64% |
$2.72K - $3.08K
|
2.48K
$458K
|