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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
200New |
$27.4K - $31.5K
|
200
$45.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
159New |
$21.8K - $25.1K
|
159
$35.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$13.7K - $15.8K
|
100
$22.5K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
57New |
$7.81K - $8.98K
|
57
$12.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$6.86K - $7.88K
|
50
$11.3K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3New |
$411 - $473
|
3
$676
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.16% |
$274 - $315
|
1.24K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2New |
$274 - $315
|
2
$451
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.68KNew |
$913K - $1.11M
|
7.68K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.04KNew |
$480K - $583K
|
4.04K
$911K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.54KNew |
$302K - $366K
|
2.54K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.92KNew |
$228K - $277K
|
1.92K
$433K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.58KNew |
$187K - $227K
|
1.58K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.46KNew |
$173K - $211K
|
1.46K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.42KNew |
$169K - $205K
|
1.42K
$320K
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.4KNew |
$167K - $203K
|
1.4K
$317K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.4KNew |
$166K - $202K
|
1.4K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
901New |
$107K - $130K
|
901
$203K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
880New |
$105K - $127K
|
880
$198K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
685+ 29.85% |
$81.4K - $98.9K
|
2.98K
$672K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
537New |
$63.8K - $77.5K
|
537
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
358New |
$42.6K - $51.7K
|
358
$80.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
300New |
$35.7K - $43.3K
|
300
$67.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
277+ 13.47% |
$32.9K - $40K
|
2.33K
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
265New |
$31.5K - $38.3K
|
265
$59.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
239New |
$28.4K - $34.5K
|
239
$53.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
213New |
$25.3K - $30.8K
|
213
$48K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
140New |
$16.6K - $20.2K
|
140
$31.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$22.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
91New |
$10.8K - $13.1K
|
91
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
38New |
$4.52K - $5.49K
|
38
$8.57K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$4.52K - $5.49K
|
38
$8.57K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
13New |
$1.55K - $1.88K
|
13
$2.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$1.19K - $1.44K
|
10
$2.25K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10+ 12.05% |
$1.19K - $1.44K
|
93
$21K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$951 - $1.15K
|
8
$1.8K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.81% |
$119 - $144
|
125
$28.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$119 - $144
|
604
$136K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
2.47KNew |
$299K - $335K
|
2.47K
$556K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.11KNew |
$255K - $286K
|
2.11K
$475K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$218K - $245K
|
1.8K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
300New |
$36.3K - $40.7K
|
300
$67.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
136New |
$16.5K - $18.5K
|
136
$30.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
70New |
$8.48K - $9.5K
|
70
$15.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$3.63K - $4.07K
|
30
$6.76K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28New |
$3.39K - $3.8K
|
28
$6.31K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
82.7KNew |
$9M - $10.8M
|
82.7K
$18.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
31.6KNew |
$3.44M - $4.14M
|
31.6K
$7.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.66KNew |
$180K - $217K
|
1.66K
$374K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
549+ 13.04% |
$59.8K - $71.9K
|
4.76K
$1.07M
|
|