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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11+ 1.05% |
$2.15K - $2.46K
|
1.06K
$239K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.53KNew |
$300K - $343K
|
1.53K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
25+ 1.1% |
$4.88K - $5.6K
|
2.29K
$516K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
65+ 1.28% |
$12.7K - $14.6K
|
5.14K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-523- 79.48% |
$102K - $117K
|
135
$30.4K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-317- 0.9% |
$61.9K - $71K
|
34.9K
$7.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.8K+ 2.85% |
$3.67M - $4.21M
|
678K
$153M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
93+ 1.07% |
$18.2K - $20.8K
|
8.81K
$1.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-653- 9.45% |
$128K - $146K
|
6.26K
$1.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.8K- 64.33% |
$2.89M - $3.31M
|
8.2K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
347+ 1.03% |
$67.8K - $77.7K
|
33.9K
$7.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
58+ 0.87% |
$11.3K - $13K
|
6.69K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
162+ 0.43% |
$31.6K - $36.3K
|
38K
$8.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-106- 5.02% |
$20.7K - $23.7K
|
2.01K
$452K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$195 - $224
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$199K - $228K
|
1.02K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-525- 5.67% |
$103K - $118K
|
8.74K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
287+ 8.66% |
$56K - $64.2K
|
3.6K
$812K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.1K- 33.8% |
$800K - $917K
|
8.02K
$1.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.98K+ 980.98% |
$1.75M - $2.01M
|
9.89K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-14- 0.05% |
$2.73K - $3.13K
|
26.5K
$5.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.15KNew |
$224K - $257K
|
1.15K
$259K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
509+ 9.25% |
$99.4K - $114K
|
6.01K
$1.35M
|
|
|
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
|
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
|
|