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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24+ 63.16% |
$4.08K - $4.63K
|
62
$9.7K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-809K- 99.8% |
$138M - $156M
|
1.6K
$251K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-931- 30.67% |
$158K - $179K
|
2.11K
$329K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
60+ 2.39% |
$9.17K - $10.8K
|
2.57K
$402K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
619+ 7.56% |
$94.6K - $112K
|
8.81K
$1.38M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2- 0.1% |
$306 - $361
|
1.93K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 4.0% |
$1.83K - $2.16K
|
312
$48.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
42New |
$6.42K - $7.58K
|
42
$6.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.43K- 9.69% |
$524K - $618K
|
31.9K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.91KNew |
$904K - $1.07M
|
5.91K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32+ 1.79% |
$4.89K - $5.77K
|
1.82K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.39% |
$306 - $361
|
514
$80.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.22KNew |
$187K - $221K
|
1.22K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
268New |
$41K - $48.3K
|
268
$41.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-846- 30.65% |
$129K - $153K
|
1.91K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
76New |
$11.6K - $13.7K
|
76
$11.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-758- 1.46% |
$116K - $137K
|
51.1K
$8M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
310+ 23.85% |
$47.4K - $55.9K
|
1.61K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.36KNew |
$207K - $245K
|
1.36K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.34KNew |
$511K - $603K
|
3.34K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.54KNew |
$235K - $278K
|
1.54K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
73New |
$11.2K - $13.2K
|
73
$11.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-50- 4.05% |
$7.65K - $9.02K
|
1.19K
$185K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
116New |
$17.7K - $20.9K
|
116
$18.1K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
124New |
$19K - $22.4K
|
124
$19.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-31- 2.74% |
$4.74K - $5.59K
|
1.1K
$172K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.13% |
$153 - $180
|
748
$117K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-201- 6.09% |
$30.7K - $36.3K
|
3.1K
$485K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.82K- 17.97% |
$431K - $509K
|
12.9K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-160- 18.82% |
$24.5K - $28.9K
|
690
$108K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
87New |
$13.3K - $15.7K
|
87
$13.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-117- 10.67% |
$17.9K - $21.1K
|
980
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.57% |
$2.6K - $3.07K
|
2.95K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.29KNew |
$196K - $232K
|
1.29K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 0.26% |
$3.82K - $4.51K
|
9.56K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.32KClosed |
$201K - $238K
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-6.74K- 58.65% |
$1.03M - $1.22M
|
4.75K
$743K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
200+ 5.06% |
$30.6K - $36.1K
|
4.16K
$650K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$153 - $180
|
1.92K
$300K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-67- 1.58% |
$10.2K - $12.1K
|
4.19K
$655K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-146- 74.49% |
$22.3K - $26.3K
|
50
$7.82K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.29KNew |
$809K - $955K
|
5.29K
$828K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.48KNew |
$837K - $988K
|
5.48K
$857K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-95- 56.21% |
$14.5K - $17.1K
|
74
$11.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.42KNew |
$216K - $255K
|
1.42K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
74+ 3.98% |
$11.3K - $13.3K
|
1.93K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
760+ 49.35% |
$116K - $137K
|
2.3K
$360K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-759- 35.53% |
$116K - $137K
|
1.38K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
140+ 5.02% |
$21.4K - $25.3K
|
2.93K
$458K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3- 0.08% |
$459 - $541
|
3.91K
$611K
|
|