Institutional Ownership Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC). We have compiled data on the 451 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
3,226,069
shares
|
$512 Million
0.12% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
1,796,708
shares
|
$285 Million
1.66% of portfolio
|
Q1 2024
Added 5.09%
|
|
|
Churchill Management Corp
|
Apr 11, 2024 Q1 2024 |
1,262,154
shares
|
$200 Million
2.46% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
823,425
shares
|
$131 Million
0.21% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
435,984
shares
|
$69.2 Million
0.03% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2024 Q1 2024 |
421,522
shares
|
$66.9 Million
4.59% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
274,668
shares
|
$43.6 Million
0.02% of portfolio
|
Q1 2024
Added 9.84%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
246,949
shares
|
$39.2 Million
0.0% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 13, 2024 Q1 2024 |
222,657
shares
|
$35.3 Million
0.2% of portfolio
|
Q1 2024
Added 50.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
186,030
shares
|
$29.5 Million
0.11% of portfolio
|
Q1 2024
Reduced 5.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
159,978
shares
|
$25.4 Million
0.03% of portfolio
|
Q1 2024
Added 42.46%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,361
shares
|
$25 Million
0.56% of portfolio
|
Q1 2024
Added 226.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
156,270
shares
|
$24.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 7.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
125,962
shares
|
$20 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
119,133
shares
|
$18.9 Million
1.7% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
117,100
shares
|
$18.6 Million
0.02% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
115,717
shares
|
$18.4 Million
0.41% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
112,498
shares
|
$17.9 Million
0.12% of portfolio
|
Q1 2024
Added 9.88%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 07, 2024 Q1 2024 |
108,011
shares
|
$17.1 Million
2.71% of portfolio
|
Q1 2024
Reduced 3.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
95,511
shares
|
$15.2 Million
0.04% of portfolio
|
Q1 2024
Added 147.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
86,541
shares
|
$13.7 Million
0.16% of portfolio
|
Q1 2024
Added 2.62%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
85,914
shares
|
$13.6 Million
0.0% of portfolio
|
Q1 2024
Added 13.25%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Apr 09, 2024 Q1 2024 |
85,906
shares
|
$13.6 Million
3.86% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
82,705
shares
|
$13.1 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
82,145
shares
|
$13 Million
0.21% of portfolio
|
Q3 2022
Reduced 27.79%
|
|