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 593 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,632
shares
|
$974,480
0.06% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
4,515
shares
|
$949,865
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,486
shares
|
$943,764
0.06% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
4,484
shares
|
$943,343
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,419
shares
|
$929,669
0.38% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
4,362
shares
|
$917,677
0.46% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
4,345
shares
|
$914,101
0.4% of portfolio
|
Q2 2025
Added 44.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,338
shares
|
$912,628
0.01% of portfolio
|
Q2 2025
Added 194.5%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,334
shares
|
$911,786
0.02% of portfolio
|
Q2 2025
Added 81.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,313
shares
|
$907,368
0.03% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
4,302
shares
|
$905,054
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
4,248
shares
|
$893,694
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,138
shares
|
$870,552
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,090
shares
|
$860,454
0.07% of portfolio
|
Q2 2025
Added 29.35%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
4,083
shares
|
$858,981
0.66% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,056
shares
|
$853,301
0.11% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
4,038
shares
|
$849,514
0.01% of portfolio
|
Q2 2025
Reduced 62.33%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
4,010
shares
|
$843,623
0.06% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
3,995
shares
|
$840,468
0.55% of portfolio
|
Q2 2025
Added 36.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,992
shares
|
$839,836
0.0% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
3,981
shares
|
$837,522
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
3,948
shares
|
$830,580
0.01% of portfolio
|
Q2 2025
Added 176.86%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
3,931
shares
|
$827,003
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,868
shares
|
$813,749
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
3,822
shares
|
$804,072
0.47% of portfolio
|
Q2 2025
Added 70.47%
|