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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,831
shares
|
$339,668
0.0% of portfolio
|
Q3 2024
Reduced 19.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,824
shares
|
$338,370
0.0% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,819
shares
|
$337,442
0.13% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
1,800
shares
|
$333,918
0.21% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,787
shares
|
$331,506
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,756
shares
|
$325,755
0.0% of portfolio
|
Q1 2023
Reduced 63.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,734
shares
|
$321,674
0.01% of portfolio
|
Q2 2024
Reduced 21.72%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
1,729
shares
|
$320,746
0.11% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
1,699
shares
|
$315,181
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,687
shares
|
$312,955
0.0% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
1,686
shares
|
$312,769
0.15% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,683
shares
|
$312,213
0.01% of portfolio
|
Q3 2024
Added 45.84%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
1,680
shares
|
$311,656
0.1% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
1,678
shares
|
$311,285
0.03% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
1,657
shares
|
$307,390
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,641
shares
|
$304,421
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,626
shares
|
$301,639
0.0% of portfolio
|
Q3 2024
Added 45.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
1,617
shares
|
$299,969
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,616
shares
|
$299,784
0.05% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,610
shares
|
$298,671
0.01% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
1,602
shares
|
$297,187
0.2% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
1,601
shares
|
$297,001
0.16% of portfolio
|
Q3 2024
Added 26.06%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,582
shares
|
$293,476
0.05% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,581
shares
|
$293,291
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,580
shares
|
$293,105
0.02% of portfolio
|
Q3 2024
Added 12.94%
|