Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Inf (FTEC)
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 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
265+ 3.83% |
$45.1K - $51.1K
|
7.19K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
261New |
$44.4K - $50.3K
|
261
$48.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
216+ 5.21% |
$36.7K - $41.6K
|
4.37K
$812K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
204+ 4.68% |
$34.7K - $39.3K
|
4.56K
$848K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$34K - $38.6K
|
200
$37.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
170+ 1.62% |
$28.9K - $32.8K
|
10.7K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 146.73% |
$26.7K - $30.3K
|
264
$49.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
153+ 10.57% |
$26K - $29.5K
|
1.6K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
135+ 10.49% |
$23K - $26K
|
1.42K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
113New |
$19.2K - $21.8K
|
113
$21K
|
|
|
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
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
111+ 0.71% |
$18.9K - $21.4K
|
15.7K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
110+ 4.23% |
$18.7K - $21.2K
|
2.71K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
100+ 5.3% |
$17K - $19.3K
|
1.99K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
94+ 7.59% |
$16K - $18.1K
|
1.33K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
90New |
$15.3K - $17.4K
|
90
$16.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
59New |
$10K - $11.4K
|
59
$11K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
51+ 3.04% |
$8.67K - $9.83K
|
1.73K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49New |
$8.33K - $9.45K
|
49
$9.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
38+ 2.4% |
$6.46K - $7.33K
|
1.62K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 2.96% |
$5.1K - $5.78K
|
1.04K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
24+ 0.16% |
$4.08K - $4.63K
|
15.2K
$2.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24+ 63.16% |
$4.08K - $4.63K
|
62
$11.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.18% |
$3.06K - $3.47K
|
1.54K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17+ 0.26% |
$2.89K - $3.28K
|
6.49K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
17+ 0.58% |
$2.89K - $3.28K
|
2.93K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$2.21K - $2.51K
|
13
$2.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.18% |
$2.04K - $2.31K
|
6.78K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.17% |
$680 - $771
|
2.37K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2+ 0.17% |
$340 - $386
|
1.21K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$340 - $386
|
1.73K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$170 - $193
|
1.2K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.08% |
$170 - $193
|
1.2K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$170 - $193
|
1
$186
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.09% |
$170 - $193
|
1.15K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5- 0.03% |
$850 - $964
|
19.4K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.12% |
$1.36K - $1.54K
|
6.42K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-8- 0.32% |
$1.36K - $1.54K
|
2.52K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.21% |
$1.7K - $1.93K
|
4.81K
$895K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14- 0.29% |
$2.38K - $2.7K
|
4.75K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-18- 0.55% |
$3.06K - $3.47K
|
3.24K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-24- 0.5% |
$4.08K - $4.63K
|
4.78K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 0.16% |
$8.5K - $9.64K
|
31.1K
$5.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-50- 1.15% |
$8.5K - $9.64K
|
4.29K
$798K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 1.01% |
$15.8K - $17.9K
|
9.1K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-99- 0.83% |
$16.8K - $19.1K
|
11.9K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-126- 4.59% |
$21.4K - $24.3K
|
2.62K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-133- 6.44% |
$22.6K - $25.6K
|
1.93K
$360K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-146- 0.64% |
$24.8K - $28.1K
|
22.7K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-165- 7.25% |
$28.1K - $31.8K
|
2.11K
$392K
|