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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.09% |
$170 - $193
|
1.15K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
287KNew |
$48.8M - $55.4M
|
287K
$44.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
13K+ 160.69% |
$2.21M - $2.51M
|
21.1K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 0.16% |
$8.5K - $9.64K
|
31.1K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-317- 3.26% |
$53.9K - $61.1K
|
9.4K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-505- 8.35% |
$85.9K - $97.4K
|
5.54K
$867K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.67KNew |
$284K - $322K
|
1.67K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 146.73% |
$26.7K - $30.3K
|
264
$41.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.13KNew |
$191K - $217K
|
1.13K
$176K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$34K - $38.6K
|
200
$31.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
1.14KNew |
$194K - $220K
|
1.14K
$178K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$170 - $193
|
1.2K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2+ 0.17% |
$340 - $386
|
1.21K
$189K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.11KNew |
$188K - $213K
|
1.11K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
604+ 34.83% |
$103K - $116K
|
2.34K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.98KNew |
$337K - $382K
|
1.98K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
90New |
$15.3K - $17.4K
|
90
$14.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-878- 14.5% |
$149K - $169K
|
5.18K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
905+ 3.53% |
$154K - $174K
|
26.5K
$4.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.19K+ 980.99% |
$202K - $229K
|
1.31K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-269- 3.66% |
$45.7K - $51.9K
|
7.09K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
100+ 5.3% |
$17K - $19.3K
|
1.99K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.58K- 6.68% |
$439K - $497K
|
36.1K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 10.35% |
$171K - $194K
|
8.72K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
38+ 2.4% |
$6.46K - $7.33K
|
1.62K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
51+ 3.04% |
$8.67K - $9.83K
|
1.73K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 1.23% |
$19.2K - $21.8K
|
9.29K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.09KNew |
$185K - $210K
|
1.09K
$170K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
204+ 4.68% |
$34.7K - $39.3K
|
4.56K
$714K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
972New |
$165K - $187K
|
972
$152K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14- 0.29% |
$2.38K - $2.7K
|
4.75K
$743K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
17.3K+ 1377.9% |
$2.95M - $3.34M
|
18.6K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
135+ 10.49% |
$23K - $26K
|
1.42K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.75K+ 140.37% |
$1.32M - $1.49M
|
13.3K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
17+ 0.58% |
$2.89K - $3.28K
|
2.93K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.28K+ 14.12% |
$387K - $439K
|
18.4K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.88K- 4.02% |
$319K - $362K
|
44.8K
$7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
111+ 0.71% |
$18.9K - $21.4K
|
15.7K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
7.97K+ 0.62% |
$1.36M - $1.54M
|
1.29M
$202M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2K+ 9.64% |
$340K - $385K
|
22.7K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.17% |
$680 - $771
|
2.37K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21.7K- 71.52% |
$3.69M - $4.18M
|
8.64K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-99- 0.83% |
$16.8K - $19.1K
|
11.9K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.32K+ 5.7% |
$224K - $254K
|
24.4K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 2.96% |
$5.1K - $5.78K
|
1.04K
$163K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
94+ 7.59% |
$16K - $18.1K
|
1.33K
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09KNew |
$186K - $210K
|
1.09K
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.72KNew |
$463K - $525K
|
2.72K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
153+ 10.57% |
$26K - $29.5K
|
1.6K
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
59New |
$10K - $11.4K
|
59
$9.23K
|