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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
125+ 2.38% |
$20.2K - $24K
|
5.38K
$842K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-94- 2.71% |
$15.2K - $18.1K
|
3.37K
$527K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 10.63% |
$3.55K - $4.23K
|
229
$35.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
58New |
$9.35K - $11.2K
|
58
$9.07K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-35- 1.66% |
$5.64K - $6.73K
|
2.08K
$325K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.52K- 16.8% |
$568K - $677K
|
17.4K
$2.73M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$269K - $305K
|
1.58K
$247K
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
94.5KNew |
$16.1M - $18.2M
|
94.5K
$14.8M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450New |
$76.5K - $86.8K
|
450
$70.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
39New |
$6.63K - $7.52K
|
39
$6.1K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
92+ 3.97% |
$15.6K - $17.7K
|
2.41K
$377K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
158New |
$26.9K - $30.5K
|
158
$24.7K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-390K- 99.46% |
$66.2M - $75.1M
|
2.12K
$331K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
200+ 9.23% |
$34K - $38.6K
|
2.37K
$370K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
137+ 5.76% |
$23.3K - $26.4K
|
2.52K
$394K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.49KNew |
$253K - $287K
|
1.49K
$233K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.16KNew |
$197K - $224K
|
1.16K
$181K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.06% |
$170 - $193
|
1.69K
$264K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-384- 8.22% |
$65.3K - $74K
|
4.29K
$670K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34+ 0.23% |
$5.78K - $6.55K
|
14.6K
$2.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
722+ 3.39% |
$123K - $139K
|
22K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
708+ 21.44% |
$120K - $136K
|
4.01K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
215New |
$36.6K - $41.4K
|
215
$33.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-564- 12.21% |
$95.9K - $109K
|
4.06K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.5K+ 80.28% |
$255K - $289K
|
3.36K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.38K+ 6.19% |
$915K - $1.04M
|
92.3K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29- 1.15% |
$4.93K - $5.59K
|
2.49K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-102- 7.01% |
$17.3K - $19.7K
|
1.35K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-566- 2.65% |
$96.2K - $109K
|
20.8K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.24K+ 3.48% |
$211K - $239K
|
36.9K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.02KNew |
$344K - $390K
|
2.02K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.15% |
$3.4K - $3.86K
|
13.5K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
89+ 0.87% |
$15.1K - $17.2K
|
10.3K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.4K+ 1.96% |
$6.37M - $7.22M
|
1.95M
$305M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.09K+ 58.59% |
$184K - $209K
|
2.94K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
62K+ 2307.47% |
$10.6M - $12M
|
64.7K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
431+ 15.96% |
$73.3K - $83.1K
|
3.13K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.6K+ 12.9% |
$3.67M - $4.16M
|
189K
$29.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.36KNew |
$741K - $841K
|
4.36K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1K+ 101.4% |
$2.57M - $2.91M
|
30K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.8K+ 70.0% |
$476K - $540K
|
6.8K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.14% |
$680 - $771
|
2.86K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-904- 6.09% |
$154K - $174K
|
13.9K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-34- 2.45% |
$5.78K - $6.55K
|
1.35K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 45.45% |
$42.5K - $48.2K
|
300
$46.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
32.3K+ 21.96% |
$5.49M - $6.23M
|
179K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
546+ 13.18% |
$92.8K - $105K
|
4.69K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-268- 8.94% |
$45.6K - $51.7K
|
2.73K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.63K+ 966.27% |
$278K - $315K
|
1.8K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55.3K- 2.11% |
$9.4M - $10.7M
|
2.57M
$402M
|
|