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 550 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4,213
shares
|
$680,441
0.0% of portfolio
|
Q3 2020
Added 38.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
4,186
shares
|
$676,080
0.04% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
4,155
shares
|
$671,074
0.06% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,109
shares
|
$663,644
0.04% of portfolio
|
Q4 2024
Added 40.53%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,063
shares
|
$656,215
0.03% of portfolio
|
Q4 2024
Added 30.27%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,056
shares
|
$655,084
0.11% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
4,011
shares
|
$647,816
0.63% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
4,010
shares
|
$647,655
0.07% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
3,914
shares
|
$632,150
0.05% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,906
shares
|
$630,858
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
3,802
shares
|
$614,061
0.02% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,653
shares
|
$589,996
0.15% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,466
shares
|
$559,793
0.01% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,446
shares
|
$556,563
0.31% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,372
shares
|
$544,611
0.05% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
3,364
shares
|
$543,319
0.01% of portfolio
|
Q4 2024
Added 80.28%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
3,363
shares
|
$543,158
0.33% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
3,355
shares
|
$541,866
0.06% of portfolio
|
Q4 2024
Added 73.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,342
shares
|
$539,766
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
3,318
shares
|
$535,890
0.08% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
3,283
shares
|
$530,237
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
3,237
shares
|
$522,807
0.35% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
3,218
shares
|
$519,739
0.04% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,218
shares
|
$519,739
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,204
shares
|
$517,478
0.04% of portfolio
|
Q4 2024
Added 1.52%
|