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 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 1.19% |
$34K - $38.6K
|
16.6K
$2.59M
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.94K- 75.33% |
$1.35M - $1.53M
|
2.6K
$407K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-229- 0.19% |
$38.9K - $44.1K
|
120K
$18.8M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 3.02% |
$307K - $349K
|
61.6K
$9.63M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
894+ 7.94% |
$152K - $172K
|
12.1K
$1.9M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 7.84% |
$305K - $345K
|
24.6K
$3.86M
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
390+ 5.44% |
$66.3K - $75.2K
|
7.56K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.18KNew |
$201K - $228K
|
1.18K
$185K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.36K+ 3.22% |
$232K - $263K
|
43.7K
$6.83M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.76K+ 6.3% |
$640K - $725K
|
63.4K
$9.92M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.22K- 2.38% |
$207K - $235K
|
49.9K
$7.81M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-93- 48.69% |
$15.8K - $17.9K
|
98
$15.3K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.09K- 12.0% |
$526K - $596K
|
22.7K
$3.55M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
22+ 0.08% |
$3.74K - $4.24K
|
26.4K
$4.12M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-681- 1.1% |
$116K - $131K
|
61.4K
$9.61M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.43KNew |
$242K - $275K
|
1.43K
$223K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-42- 0.51% |
$7.14K - $8.1K
|
8.12K
$1.27M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.72K- 6.85% |
$292K - $331K
|
23.4K
$3.65M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.17KNew |
$368K - $417K
|
2.17K
$339K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.03K+ 24.55% |
$175K - $198K
|
5.21K
$815K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.8K- 27.83% |
$6.09M - $6.9M
|
92.8K
$14.5M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.05KNew |
$178K - $202K
|
1.05K
$164K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
750+ 33.32% |
$128K - $145K
|
3K
$469K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
71+ 3.89% |
$12.1K - $13.7K
|
1.9K
$296K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-119K- 17.4% |
$20.3M - $23M
|
567K
$88.7M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
944+ 30.27% |
$161K - $182K
|
4.06K
$636K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
937+ 0.96% |
$159K - $181K
|
98.1K
$15.3M
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.6KNew |
$442K - $501K
|
2.6K
$407K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 1.44% |
$6.63K - $7.52K
|
2.67K
$417K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-555- 0.94% |
$94.4K - $107K
|
58.6K
$9.16M
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 57.14% |
$680 - $771
|
3
$469
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.1KNew |
$187K - $212K
|
1.1K
$172K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.04KNew |
$1.03M - $1.16M
|
6.04K
$944K
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-1- 0.05% |
$170 - $193
|
1.93K
$301K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
536+ 3.88% |
$91.1K - $103K
|
14.4K
$2.25M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.1K+ 15.13% |
$5.63M - $6.39M
|
252K
$39.4M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
64+ 50.0% |
$10.9K - $12.3K
|
192
$30K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
430+ 17.95% |
$73.1K - $82.9K
|
2.83K
$442K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$68K - $77.1K
|
400
$62.6K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
141New |
$24K - $27.2K
|
141
$22.1K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 47.61% |
$21.3M - $24.2M
|
389K
$60.8M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.9K+ 12.95% |
$2.88M - $3.27M
|
148K
$23.1M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
167+ 1.59% |
$28.4K - $32.2K
|
10.7K
$1.67M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.77K- 25.52% |
$301K - $341K
|
5.17K
$808K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27KNew |
$4.58M - $5.2M
|
27K
$4.22M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25+ 2.01% |
$4.25K - $4.82K
|
1.27K
$199K
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-256- 2.77% |
$43.5K - $49.4K
|
9K
$1.41M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.13KNew |
$533K - $604K
|
3.13K
$490K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-28.2K- 43.73% |
$4.79M - $5.44M
|
36.3K
$5.68M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.3K+ 12.51% |
$3.11M - $3.53M
|
165K
$25.8M
|