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 483 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,622,393
shares
|
$483 Million
0.04% of portfolio
|
Q3 2024
Added 1834.47%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,268,859
shares
|
$418 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,913,601
shares
|
$353 Million
1.64% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
1,594,604
shares
|
$294 Million
6.0% of portfolio
|
Q3 2024
New holding
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
1,283,340
shares
|
$236 Million
2.59% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
811,050
shares
|
$149 Million
0.04% of portfolio
|
Q3 2024
Added 46646.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
780,942
shares
|
$144 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
686,462
shares
|
$126 Million
0.04% of portfolio
|
Q3 2024
Added 60.79%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
574,829
shares
|
$106 Million
0.54% of portfolio
|
Q3 2024
Added 118.1%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
404,512
shares
|
$74.5 Million
4.55% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
304,862
shares
|
$56.2 Million
0.0% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
263,268
shares
|
$48.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
238,254
shares
|
$43.9 Million
5.64% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
222,700
shares
|
$41 Million
0.09% of portfolio
|
Q3 2024
Added 6086.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
219,030
shares
|
$40.4 Million
0.03% of portfolio
|
Q3 2024
Added 37.86%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
168,770
shares
|
$31.1 Million
1.26% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
167,112
shares
|
$30.8 Million
0.1% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,361
shares
|
$29 Million
0.56% of portfolio
|
Q1 2024
Added 226.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
147,041
shares
|
$27.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
146,421
shares
|
$27 Million
0.15% of portfolio
|
Q3 2024
Reduced 22.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
131,360
shares
|
$24.2 Million
0.05% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
130,825
shares
|
$24.1 Million
0.32% of portfolio
|
Q3 2024
Added 753.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
128,648
shares
|
$23.7 Million
0.0% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
124,194
shares
|
$22.9 Million
0.44% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
120,574
shares
|
$22.2 Million
0.02% of portfolio
|
Q3 2024
Added 11.75%
|