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 543 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 $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,218
shares
|
$612,224
0.04% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,204
shares
|
$609,561
0.04% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,132
shares
|
$595,863
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,131
shares
|
$595,672
0.01% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
3,128
shares
|
$595,102
0.08% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,109
shares
|
$591,487
0.46% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,102
shares
|
$590,155
0.02% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
3,100
shares
|
$589,775
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,060
shares
|
$582,165
0.03% of portfolio
|
Q4 2024
Added 300.52%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,029
shares
|
$576,267
0.0% of portfolio
|
Q1 2024
Reduced 19.12%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,020
shares
|
$574,555
0.03% of portfolio
|
Q3 2023
Added 21.14%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,001
shares
|
$570,940
0.0% of portfolio
|
Q4 2024
Added 33.32%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
2,992
shares
|
$569,228
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
2,980
shares
|
$566,945
0.21% of portfolio
|
Q4 2023
Added 29.85%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,954
shares
|
$561,998
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
2,937
shares
|
$558,764
0.0% of portfolio
|
Q4 2024
Added 58.59%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,932
shares
|
$557,813
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,931
shares
|
$557,622
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,929
shares
|
$557,242
0.18% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,917
shares
|
$554,959
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,861
shares
|
$544,305
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
2,826
shares
|
$537,646
0.04% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,807
shares
|
$534,031
0.02% of portfolio
|
Q1 2024
Reduced 5.01%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,805
shares
|
$533,651
0.08% of portfolio
|
Q4 2022
Reduced 18.81%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,799
shares
|
$532,509
0.02% of portfolio
|
Q3 2022
Added 26.65%
|