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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2021
Q1 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
9.73KNew |
$976K - $1.09M
|
9.73K
$2.19M
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-398Closed |
$39.9K - $44.8K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.1KClosed |
$211K - $237K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-374Closed |
$37.5K - $42.1K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
192New |
$19.3K - $21.6K
|
192
$43.3K
|
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
3New |
$301 - $337
|
3
$676
|
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.02KClosed |
$202K - $227K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-69.6KClosed |
$6.98M - $7.82M
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-800Closed |
$80.3K - $90K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$8.81K - $10.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.3KNew |
$379K - $451K
|
4.3K
$970K
|
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$1.15M - $1.37M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-6Closed |
$529 - $630
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4Closed |
$352 - $420
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-55Closed |
$4.85K - $5.77K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-23.4KClosed |
$2.06M - $2.46M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-26.9KClosed |
$2.37M - $2.82M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-12.2KClosed |
$1.08M - $1.28M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Altfest L J & CO Inc
|
SELL
|
- |
-80.7KClosed |
$7.11M - $8.46M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-620Closed |
$51.1K - $62K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-162Closed |
$13.4K - $16.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.38KClosed |
$114K - $138K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-34KClosed |
$2.81M - $3.4M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1Closed |
$82.5 - $100
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1Closed |
$82.5 - $100
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-59Closed |
$4.87K - $5.9K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.63KNew |
$465K - $563K
|
5.63K
$1.27M
|
|
|
Oct 22, 2020
Q3 2020
|
Q3 Asset Management
|
SELL
|
- |
-23.9KClosed |
$1.97M - $2.39M
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Round Table Services, LLC
|
SELL
|
- |
-5KClosed |
$412K - $500K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-550Closed |
$45.4K - $55K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-66- 37.5% |
$3.94K - $5.44K
|
110
$24.8K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-852Closed |
$50.8K - $70.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.4KClosed |
$262K - $362K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-10.3KClosed |
$617K - $852K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-691Closed |
$41.2K - $57K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Next Capital Management LLC
|
SELL
|
- |
-1.67KClosed |
$99.3K - $137K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
140New |
$8.35K - $11.5K
|
140
$31.6K
|
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-17Closed |
$1.01K - $1.4K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-5.86KClosed |
$349K - $483K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.53KClosed |
$270K - $374K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5KClosed |
$274K - $404K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12.8KNew |
$701K - $1.03M
|
12.8K
$2.89M
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.2KClosed |
$175K - $259K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-71Closed |
$3.89K - $5.74K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-8.91KClosed |
$488K - $720K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.6KClosed |
$361K - $533K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-111Closed |
$6.08K - $8.97K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-6.28KClosed |
$344K - $508K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-68.8KClosed |
$3.77M - $5.56M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5KClosed |
$310K - $364K
|
0
$0
|
|