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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
100New |
$14K - $19.7K
|
100
$22.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.3KNew |
$181K - $256K
|
1.3K
$292K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
63+ 2.21% |
$8.81K - $12.4K
|
2.92K
$657K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.06KNew |
$148K - $209K
|
1.06K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-125- 22.01% |
$17.5K - $24.7K
|
443
$99.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21- 0.5% |
$2.94K - $4.14K
|
4.14K
$933K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
23New |
$3.22K - $4.54K
|
23
$5.18K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
183+ 8.29% |
$25.6K - $36.1K
|
2.39K
$539K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.9K- 21.86% |
$2.09M - $2.94M
|
53.4K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61New |
$8.53K - $12K
|
61
$13.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-758- 29.29% |
$106K - $149K
|
1.83K
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.11K- 51.55% |
$156K - $220K
|
1.05K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19+ 1.35% |
$2.66K - $3.75K
|
1.42K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-770- 24.29% |
$108K - $152K
|
2.4K
$541K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.67KNew |
$233K - $329K
|
1.67K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$419 - $592
|
2.81K
$633K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
51New |
$7.13K - $10.1K
|
51
$11.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23New |
$3.22K - $4.54K
|
23
$5.18K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.13KNew |
$157K - $222K
|
1.13K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.15KNew |
$161K - $227K
|
1.15K
$260K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.02KNew |
$143K - $201K
|
1.02K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-53.8K- 51.81% |
$7.53M - $10.6M
|
50.1K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-53- 0.82% |
$7.41K - $10.5K
|
6.42K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.25KNew |
$594K - $838K
|
4.25K
$958K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2K- 50.0% |
$280K - $394K
|
2K
$451K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1- 0.03% |
$140 - $197
|
3.75K
$845K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-100- 3.09% |
$14K - $19.7K
|
3.14K
$707K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-200- 5.77% |
$28K - $39.4K
|
3.27K
$736K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.1KNew |
$154K - $217K
|
1.1K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-36- 1.44% |
$5.03K - $7.1K
|
2.46K
$555K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-478- 23.33% |
$66.8K - $94.3K
|
1.57K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 8.16% |
$11.2K - $15.8K
|
900
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-607- 17.04% |
$84.9K - $120K
|
2.96K
$666K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
528+ 1.62% |
$73.8K - $104K
|
33.2K
$7.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.89K- 5.12% |
$264K - $372K
|
34.9K
$7.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.07% |
$140 - $197
|
1.49K
$336K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.04KNew |
$145K - $204K
|
1.04K
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 2.33% |
$419 - $592
|
132
$29.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-365- 46.85% |
$51K - $72K
|
414
$93.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.03KNew |
$144K - $203K
|
1.03K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 20.83% |
$7.69K - $10.8K
|
319
$71.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-107- 8.31% |
$15K - $21.1K
|
1.18K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.05KNew |
$146K - $206K
|
1.05K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 3.23% |
$280 - $394
|
64
$14.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
11+ 0.55% |
$1.54K - $2.17K
|
2K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
690New |
$96.5K - $136K
|
690
$156K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-103- 16.97% |
$14.4K - $20.3K
|
504
$114K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.21KNew |
$169K - $238K
|
1.21K
$273K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-200- 15.67% |
$28K - $39.4K
|
1.08K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1+ 0.03% |
$140 - $197
|
3.26K
$734K
|
|