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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
929+ 1.71% |
$84.5K - $107K
|
55.2K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
589+ 26.65% |
$53.6K - $68.1K
|
2.8K
$536K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
250New |
$22.7K - $28.9K
|
250
$47.9K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
54New |
$4.91K - $6.24K
|
54
$10.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50New |
$4.55K - $5.78K
|
50
$9.58K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
46+ 1.83% |
$4.18K - $5.32K
|
2.55K
$489K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
46New |
$4.18K - $5.32K
|
46
$8.82K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.66K+ 9.76% |
$342K - $458K
|
41.2K
$7.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.3KNew |
$309K - $413K
|
3.3K
$632K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.36KNew |
$221K - $295K
|
2.36K
$452K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.46KNew |
$137K - $183K
|
1.46K
$280K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
652New |
$61K - $81.6K
|
652
$125K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
600New |
$56.1K - $75.1K
|
600
$115K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
331New |
$31K - $41.4K
|
331
$63.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
251+ 13.84% |
$23.5K - $31.4K
|
2.07K
$396K
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
241+ 1.9% |
$22.5K - $30.2K
|
12.9K
$2.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13New |
$1.22K - $1.63K
|
13
$2.49K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$1.22K - $1.63K
|
13
$2.49K
|
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
BUY
|
- |
7+ 0.22% |
$655 - $876
|
3.24K
$621K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$93.5 - $125
|
162
$31K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
69.2KNew |
$7.5M - $9.44M
|
69.2K
$13.3M
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
225+ 3.88% |
$24.4K - $30.7K
|
6.02K
$1.15M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 4.53% |
$1.41K - $1.77K
|
300
$57.5K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
4.89KNew |
$574K - $673K
|
4.89K
$937K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.8KNew |
$328K - $385K
|
2.8K
$537K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2.79KNew |
$327K - $384K
|
2.79K
$535K
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.51KNew |
$295K - $346K
|
2.51K
$481K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$263K - $308K
|
2.24K
$429K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
212New |
$24.9K - $29.2K
|
212
$40.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
106New |
$12.4K - $14.6K
|
106
$20.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
6+ 12.0% |
$704 - $826
|
56
$10.7K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
69.3KNew |
$8.13M - $8.78M
|
69.3K
$13.3M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
285New |
$33.4K - $36.1K
|
285
$54.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
270New |
$31.7K - $34.2K
|
270
$51.7K
|
|
| Q2 2021 | |||||||
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
890New |
$92.5K - $105K
|
890
$171K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
137New |
$14.2K - $16.2K
|
137
$26.3K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
49+ 490.0% |
$5.09K - $5.79K
|
59
$11.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3+ 8.57% |
$312 - $355
|
38
$7.28K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
9.73KNew |
$976K - $1.09M
|
9.73K
$1.86M
|
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
192New |
$19.3K - $21.6K
|
192
$36.8K
|
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
3New |
$301 - $337
|
3
$575
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.3KNew |
$379K - $451K
|
4.3K
$824K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
159New |
$14K - $16.7K
|
159
$30.5K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.63KNew |
$465K - $563K
|
5.63K
$1.08M
|
|
|
Nov 12, 2020
Q3 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.18K+ 38.68% |
$96.9K - $117K
|
4.21K
$807K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
140New |
$8.35K - $11.5K
|
140
$26.8K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12.8KNew |
$701K - $1.03M
|
12.8K
$2.45M
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
BUY
|
- |
697+ 6.55% |
$43.2K - $50.7K
|
11.3K
$2.17M
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
94New |
$4.3K - $5.68K
|
94
$18K
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
140New |
$7.08K - $8.08K
|
140
$26.8K
|
|