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 484 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 $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,218
shares
|
$596,971
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,172
shares
|
$588,437
0.05% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,156
shares
|
$585,469
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,119
shares
|
$578,605
0.02% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,109
shares
|
$576,750
0.46% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,102
shares
|
$575,452
0.02% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
3,047
shares
|
$565,248
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,036
shares
|
$563,208
0.26% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,035
shares
|
$563,022
0.01% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,029
shares
|
$561,909
0.0% of portfolio
|
Q1 2024
Reduced 19.12%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
3,020
shares
|
$560,240
0.03% of portfolio
|
Q3 2023
Added 21.14%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
2,998
shares
|
$556,158
0.04% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
2,980
shares
|
$552,819
0.2% of portfolio
|
Q4 2023
Added 29.85%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,954
shares
|
$547,996
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,929
shares
|
$543,358
0.18% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,924
shares
|
$542,431
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,914
shares
|
$540,576
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
2,885
shares
|
$535,196
0.01% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,865
shares
|
$531,486
0.0% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,864
shares
|
$531,300
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,807
shares
|
$520,726
0.02% of portfolio
|
Q1 2024
Reduced 5.01%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,805
shares
|
$520,355
0.08% of portfolio
|
Q4 2022
Reduced 18.81%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,799
shares
|
$519,242
0.02% of portfolio
|
Q3 2022
Added 26.65%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,791
shares
|
$517,758
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
2,757
shares
|
$511,451
0.21% of portfolio
|
Q2 2024
Reduced 1.29%
|