Latest Institutional Purchases of Fidelity Covington Tr Msci Inf (FTEC)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Inf (FTEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
287KNew |
$48.8M - $55.4M
|
287K
$48.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
153K+ 242.69% |
$26.1M - $29.6M
|
217K
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 47.61% |
$21.3M - $24.2M
|
389K
$65.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.9KNew |
$11.4M - $12.9M
|
66.9K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
62K+ 2307.47% |
$10.6M - $12M
|
64.7K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
41.5KNew |
$7.05M - $7.99M
|
41.5K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.4K+ 1.96% |
$6.37M - $7.22M
|
1.95M
$327M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.1K+ 15.13% |
$5.63M - $6.39M
|
252K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
32.3K+ 21.96% |
$5.49M - $6.23M
|
179K
$30.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
31.6KNew |
$5.38M - $6.1M
|
31.6K
$5.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.1KNew |
$4.78M - $5.42M
|
28.1K
$4.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27KNew |
$4.58M - $5.2M
|
27K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
25.8K+ 92.8% |
$4.38M - $4.97M
|
53.6K
$8.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.6K+ 7.75% |
$4.02M - $4.56M
|
328K
$55.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23.4K+ 13.89% |
$3.99M - $4.52M
|
192K
$32.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
22.6KNew |
$3.85M - $4.36M
|
22.6K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.6K+ 12.9% |
$3.67M - $4.16M
|
189K
$31.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.7KNew |
$3.35M - $3.8M
|
19.7K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.3K+ 12.51% |
$3.11M - $3.53M
|
165K
$27.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
17.3K+ 1377.9% |
$2.95M - $3.34M
|
18.6K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.9K+ 12.95% |
$2.88M - $3.27M
|
148K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.5K+ 2.87% |
$2.81M - $3.18M
|
591K
$99.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1K+ 101.4% |
$2.57M - $2.91M
|
30K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
14.5KNew |
$2.47M - $2.8M
|
14.5K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$2.23M - $2.53M
|
13.1K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
13K+ 160.69% |
$2.21M - $2.51M
|
21.1K
$3.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
12.1KNew |
$2.06M - $2.33M
|
12.1K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
10.8KNew |
$1.84M - $2.08M
|
10.8K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.6K+ 27.86% |
$1.81M - $2.05M
|
48.7K
$8.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9.51K+ 18.74% |
$1.62M - $1.83M
|
60.2K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.45K+ 41.27% |
$1.61M - $1.82M
|
32.4K
$5.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
8.75KNew |
$1.49M - $1.69M
|
8.75K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
7.97K+ 0.62% |
$1.36M - $1.54M
|
1.29M
$216M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.75K+ 140.37% |
$1.32M - $1.49M
|
13.3K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.68KNew |
$1.31M - $1.48M
|
7.68K
$1.29M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.76K+ 28.37% |
$1.15M - $1.3M
|
30.6K
$5.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.27K+ 407.41% |
$1.07M - $1.21M
|
7.81K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.04KNew |
$1.03M - $1.16M
|
6.04K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.93KNew |
$1.01M - $1.14M
|
5.93K
$993K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.92K+ 39.13% |
$1.01M - $1.14M
|
21.1K
$3.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.84KNew |
$993K - $1.13M
|
5.84K
$979K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.76KNew |
$979K - $1.11M
|
5.76K
$965K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.59KNew |
$950K - $1.08M
|
5.59K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.38K+ 6.19% |
$915K - $1.04M
|
92.3K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.11KNew |
$869K - $985K
|
5.11K
$857K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.85KNew |
$824K - $934K
|
4.85K
$812K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.52KNew |
$768K - $870K
|
4.52K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.36KNew |
$741K - $841K
|
4.36K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.03K+ 73.7% |
$685K - $776K
|
9.49K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.84K+ 74.55% |
$653K - $741K
|
9K
$1.51M
|