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 562 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,383,368
shares
|
$441 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,027,711
shares
|
$375 Million
1.36% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,502,608
shares
|
$278 Million
0.05% of portfolio
|
Q1 2025
Reduced 31.47%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,489,146
shares
|
$275 Million
5.85% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
744,404
shares
|
$138 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
607,962
shares
|
$112 Million
0.56% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
532,308
shares
|
$98.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
423,888
shares
|
$78.4 Million
0.16% of portfolio
|
Q1 2025
Added 124.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
403,813
shares
|
$74.6 Million
0.03% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
365,197
shares
|
$67.5 Million
3.82% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
328,981
shares
|
$60.8 Million
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
239,179
shares
|
$44.2 Million
6.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
231,403
shares
|
$42.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
217,130
shares
|
$40.1 Million
0.12% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
214,133
shares
|
$39.6 Million
1.32% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
162,457
shares
|
$30 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.17%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
160,615
shares
|
$29.7 Million
2.62% of portfolio
|
Q1 2025
Added 1753.61%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,361
shares
|
$29.1 Million
0.56% of portfolio
|
Q1 2024
Added 226.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
148,846
shares
|
$27.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
147,933
shares
|
$27.3 Million
0.3% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
121,591
shares
|
$22.5 Million
0.0% of portfolio
|
Q1 2025
Added 30.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
116,231
shares
|
$21.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
106,436
shares
|
$19.7 Million
0.34% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
105,300
shares
|
$19.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 51.41%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
104,900
shares
|
$19.4 Million
0.22% of portfolio
|
Q1 2025
New holding
|