Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q3 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI INF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-846- 30.65% |
$129K - $153K
|
1.91K
$356K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-949- 5.9% |
$145K - $171K
|
15.1K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 40.75% |
$158K - $187K
|
1.51K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 2.89% |
$162K - $191K
|
35.7K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.12K- 37.53% |
$171K - $202K
|
1.87K
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.14K- 2.37% |
$174K - $205K
|
46.9K
$8.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.2K- 13.48% |
$184K - $217K
|
7.72K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.21K- 1.12% |
$184K - $217K
|
106K
$19.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 11.51% |
$194K - $228K
|
9.73K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.29K- 5.52% |
$197K - $232K
|
22K
$4.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.32KClosed |
$201K - $238K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.4K- 76.94% |
$214K - $252K
|
419
$77.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.57K- 7.54% |
$240K - $283K
|
19.2K
$3.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.06K- 17.35% |
$314K - $371K
|
9.79K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.19K- 3.65% |
$335K - $396K
|
57.9K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.29K- 5.13% |
$350K - $412K
|
42.3K
$7.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.5K- 43.39% |
$381K - $450K
|
3.26K
$605K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.7K- 6.15% |
$412K - $487K
|
41.2K
$7.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.82K- 17.97% |
$431K - $509K
|
12.9K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.16K- 56.16% |
$483K - $570K
|
2.47K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.43K- 9.69% |
$524K - $618K
|
31.9K
$5.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.72K- 1.54% |
$568K - $670K
|
238K
$44.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.84K- 5.81% |
$586K - $692K
|
62.2K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.18K- 34.4% |
$639K - $754K
|
7.97K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.23K- 13.22% |
$647K - $763K
|
27.8K
$5.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.27K- 28.81% |
$652K - $770K
|
10.5K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.43K- 10.28% |
$677K - $799K
|
38.6K
$7.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.94K- 17.75% |
$756K - $892K
|
22.9K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.72K- 20.02% |
$875K - $1.03M
|
22.9K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-5.89K- 24.31% |
$901K - $1.06M
|
18.3K
$3.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.37K- 61.96% |
$974K - $1.15M
|
3.91K
$727K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-6.74K- 58.65% |
$1.03M - $1.22M
|
4.75K
$884K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.05K- 10.2% |
$1.08M - $1.27M
|
62.1K
$11.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.15K- 6.07% |
$1.09M - $1.29M
|
111K
$20.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7.36K- 42.67% |
$1.13M - $1.33M
|
9.89K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.6K- 1.84% |
$1.16M - $1.37M
|
405K
$75.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.16K- 12.03% |
$1.25M - $1.47M
|
59.7K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.98K- 34.87% |
$1.53M - $1.8M
|
18.6K
$3.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.4K- 5.53% |
$2.36M - $2.78M
|
263K
$49M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16.2K- 81.29% |
$2.48M - $2.92M
|
3.73K
$694K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-19.8K- 75.23% |
$3.03M - $3.57M
|
6.52K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.1K- 58.56% |
$3.22M - $3.8M
|
14.9K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-21.1K- 94.37% |
$3.22M - $3.8M
|
1.26K
$234K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-21.7K- 25.16% |
$3.31M - $3.91M
|
64.5K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22.4K- 13.21% |
$3.42M - $4.04M
|
147K
$27.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.6K- 1.16% |
$4.06M - $4.79M
|
2.27M
$422M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-29.9K- 41.77% |
$4.57M - $5.39M
|
41.7K
$7.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.8K- 22.2% |
$6.39M - $7.54M
|
146K
$27.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62.6K- 7.42% |
$9.58M - $11.3M
|
781K
$145M
|