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 562 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
2,907
shares
|
$537,358
0.04% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
2,852
shares
|
$527,192
0.09% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
2,841
shares
|
$525,158
0.05% of portfolio
|
Q1 2025
Added 35.54%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
2,837
shares
|
$524,419
0.01% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,829
shares
|
$522,940
0.02% of portfolio
|
Q1 2025
Added 108.94%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,807
shares
|
$518,873
0.02% of portfolio
|
Q1 2024
Reduced 5.01%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,805
shares
|
$518,504
0.08% of portfolio
|
Q4 2022
Reduced 18.81%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,799
shares
|
$517,395
0.02% of portfolio
|
Q3 2022
Added 26.65%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,791
shares
|
$515,916
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
2,788
shares
|
$515,361
0.41% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
2,771
shares
|
$512,219
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
2,757
shares
|
$509,631
0.21% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
2,754
shares
|
$509,076
0.29% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,735
shares
|
$505,564
0.03% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,731
shares
|
$504,825
0.16% of portfolio
|
Q1 2023
Added 0.22%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,724
shares
|
$503,531
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
2,710
shares
|
$500,943
0.15% of portfolio
|
Q3 2023
Reduced 52.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
2,687
shares
|
$496,691
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2,669
shares
|
$493,364
0.09% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
2,657
shares
|
$491,146
0.03% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
2,617
shares
|
$483,752
0.39% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,607
shares
|
$481,903
0.03% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,603
shares
|
$481,164
0.02% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,603
shares
|
$481,164
0.03% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
2,601
shares
|
$480,794
0.01% of portfolio
|
Q4 2024
Reduced 75.33%
|