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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17+ 0.57% |
$3.32K - $3.81K
|
3K
$677K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
239+ 9.02% |
$46.7K - $53.5K
|
2.89K
$651K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-51- 3.59% |
$9.96K - $11.4K
|
1.37K
$308K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
SELL
|
- |
-10- 0.26% |
$1.95K - $2.24K
|
3.79K
$854K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.75KNew |
$927K - $1.06M
|
4.75K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
52+ 1.81% |
$10.2K - $11.6K
|
2.93K
$660K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10+ 0.18% |
$1.95K - $2.24K
|
5.66K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
367+ 4.36% |
$71.7K - $82.2K
|
8.79K
$1.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2+ 0.12% |
$391 - $448
|
1.71K
$386K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-401- 5.9% |
$78.3K - $89.8K
|
6.4K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.09% |
$195 - $224
|
1.11K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-475- 3.71% |
$92.8K - $106K
|
12.3K
$2.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-783- 39.77% |
$153K - $175K
|
1.19K
$267K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.07% |
$391 - $448
|
2.89K
$652K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
967New |
$189K - $216K
|
967
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$195 - $224
|
5.42K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 25.32% |
$317K - $363K
|
4.78K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-250- 2.67% |
$48.8K - $56K
|
9.1K
$2.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-521- 13.04% |
$102K - $117K
|
3.47K
$783K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 7.12% |
$4.3K - $4.92K
|
331
$74.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-107- 1.38% |
$20.9K - $24K
|
7.63K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
250+ 12.05% |
$48.8K - $56K
|
2.33K
$524K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.08K+ 8.51% |
$406K - $466K
|
26.5K
$5.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 4.43% |
$9.37K - $10.7K
|
1.04K
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-562- 2.77% |
$110K - $126K
|
19.7K
$4.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.61K- 1.49% |
$704K - $807K
|
239K
$53.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
268+ 14.07% |
$52.3K - $60K
|
2.17K
$490K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
100New |
$19.5K - $22.4K
|
100
$22.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
972New |
$190K - $218K
|
972
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.07K+ 5.52% |
$210K - $240K
|
20.5K
$4.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1- 0.56% |
$195 - $224
|
178
$40.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3- 0.05% |
$586 - $672
|
5.51K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-75- 1.09% |
$14.6K - $16.8K
|
6.8K
$1.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
559+ 3.46% |
$109K - $125K
|
16.7K
$3.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
53+ 4.59% |
$10.4K - $11.9K
|
1.21K
$272K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.05KNew |
$791K - $907K
|
4.05K
$913K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10+ 0.74% |
$1.95K - $2.24K
|
1.37K
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
144+ 8.3% |
$28.1K - $32.2K
|
1.88K
$424K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
77+ 10.23% |
$15K - $17.2K
|
830
$187K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-277- 1.62% |
$54.1K - $62K
|
16.8K
$3.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.14K- 2.83% |
$222K - $254K
|
39K
$8.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
19K+ 55.57% |
$3.71M - $4.25M
|
53.2K
$12M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4.84K+ 31.3% |
$944K - $1.08M
|
20.3K
$4.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-12- 0.26% |
$2.34K - $2.69K
|
4.66K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
162+ 8.12% |
$31.6K - $36.3K
|
2.16K
$486K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-224- 10.44% |
$43.7K - $50.1K
|
1.92K
$433K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3New |
$586 - $672
|
3
$676
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-16- 0.65% |
$3.12K - $3.58K
|
2.46K
$555K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
241+ 9.04% |
$47.1K - $53.9K
|
2.91K
$655K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.02KNew |
$200K - $229K
|
1.02K
$230K
|
|