Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Inf (FTEC)

FTEC Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 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
Jan 22, 2025 Q4 2024
Steel Peak Wealth Management LLC

BUY
 -
287K
New
$48.8M - $55.4M
287K $54.7M
Jan 14, 2025 Q4 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
41.5K
New
$7.05M - $7.99M
41.5K $7.9M
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
22.6K
New
$3.85M - $4.36M
22.6K $4.31M
Jan 15, 2025 Q4 2024
Grant

BUY
 -
17.3K
+ 1377.9%
$2.95M - $3.34M
18.6K $3.54M
Jan 22, 2025 Q4 2024
Apexium Financial, LP

BUY
 -
13K
+ 160.69%
$2.21M - $2.51M
21.1K $4.02M
Jan 24, 2025 Q4 2024
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
10.6K
+ 27.86%
$1.81M - $2.05M
48.7K $9.28M
Jan 14, 2025 Q4 2024
Churchill Management Corp

BUY
 -
7.97K
+ 0.62%
$1.36M - $1.54M
1.29M $246M
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
7.75K
+ 140.37%
$1.32M - $1.49M
13.3K $2.53M
Jan 21, 2025 Q4 2024
Cx Institutional

BUY
 -
5.92K
+ 39.13%
$1.01M - $1.14M
21.1K $4.01M
Jan 10, 2025 Q4 2024
Marotta Asset Management

BUY
 -
3.52K
+ 20.2%
$599K - $679K
20.9K $3.99M
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
2.57K
New
$438K - $496K
2.57K $490K
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.28K
+ 14.12%
$387K - $439K
18.4K $3.51M
Jan 14, 2025 Q4 2024
Capital Planning LLC

BUY
 -
2K
+ 9.64%
$340K - $385K
22.7K $4.33M
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
1.98K
New
$337K - $382K
1.98K $377K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
1.74K
New
$296K - $335K
1.74K $331K
Jan 22, 2025 Q4 2024
Parsons Capital Management Inc

BUY
 -
1.72K
New
$292K - $332K
1.72K $328K
Jan 22, 2025 Q4 2024
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
1.67K
New
$284K - $322K
1.67K $318K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.6K
New
$272K - $308K
1.6K $305K
Jan 23, 2025 Q4 2024
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
1.51K
New
$257K - $291K
1.51K $288K
Jan 17, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
1.46K
+ 8.75%
$248K - $281K
18.1K $3.45M
Jan 13, 2025 Q4 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.34K
+ 34.36%
$229K - $259K
5.26K $1M
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
1.32K
+ 5.7%
$224K - $254K
24.4K $4.65M
Jan 17, 2025 Q4 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
1.19K
+ 980.99%
$202K - $229K
1.31K $249K
Jan 22, 2025 Q4 2024
Charter Oak Capital Management, LLC

BUY
 -
1.18K
New
$200K - $227K
1.18K $224K
Jan 21, 2025 Q4 2024
Monte Financial Group, LLC

BUY
 -
1.14K
New
$194K - $220K
1.14K $217K
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
1.13K
New
$191K - $217K
1.13K $214K
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
1.11K
New
$188K - $213K
1.11K $210K
Jan 13, 2025 Q4 2024
Miracle Mile Advisors, LLC

BUY
 -
1.09K
New
$186K - $210K
1.09K $208K
Jan 17, 2025 Q4 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
1.09K
New
$185K - $210K
1.09K $208K
Jan 13, 2025 Q4 2024
Crane Advisory, LLC

Fullerton, CA
BUY
 -
1.09K
New
$185K - $210K
1.09K $207K
Jan 14, 2025 Q4 2024
American National Bank

BUY
 -
1.09K
+ 107.52%
$185K - $209K
2.1K $399K
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
972
New
$165K - $187K
972 $185K
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
905
+ 3.53%
$154K - $174K
26.5K $5.06M
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

BUY
 -
699
+ 5.66%
$119K - $135K
13.1K $2.49M
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
671
+ 8.66%
$114K - $129K
8.42K $1.6M
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
604
+ 34.83%
$103K - $116K
2.34K $445K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
461
+ 21.2%
$78.4K - $88.9K
2.64K $502K
Jan 14, 2025 Q4 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
402
+ 7.63%
$68.4K - $77.5K
5.67K $1.08M
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

BUY
 -
371
New
$63.1K - $71.5K
371 $70.7K
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
360
+ 1.09%
$61.2K - $69.4K
33.4K $6.36M
Jan 23, 2025 Q4 2024
Rhs Financial, LLC

BUY
 -
316
+ 10.37%
$53.7K - $60.9K
3.36K $640K
Jan 17, 2025 Q4 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
265
+ 3.83%
$45.1K - $51.1K
7.19K $1.37M
Jan 16, 2025 Q4 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
204
+ 4.68%
$34.7K - $39.3K
4.56K $869K
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
200
New
$34K - $38.6K
200 $38.1K
Jan 10, 2025 Q4 2024
Atlas Brown,Inc.

BUY
 -
170
+ 1.62%
$28.9K - $32.8K
10.7K $2.03M
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
157
+ 146.73%
$26.7K - $30.3K
264 $50.3K
Jan 13, 2025 Q4 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
153
+ 10.57%
$26K - $29.5K
1.6K $305K
Jan 15, 2025 Q4 2024
Selective Wealth Management, Inc.

BUY
 -
135
+ 10.49%
$23K - $26K
1.42K $271K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
113
+ 1.23%
$19.2K - $21.8K
9.29K $1.77M

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