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 |
|---|---|---|---|---|---|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
2,459
shares
|
$397,153
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,409
shares
|
$389,077
0.0% of portfolio
|
Q4 2024
Added 81.13%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,408
shares
|
$388,916
0.03% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
2,402
shares
|
$387,947
0.14% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
2,368
shares
|
$382,455
0.05% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,366
shares
|
$382,132
0.01% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,338
shares
|
$377,610
0.01% of portfolio
|
Q4 2024
Added 34.83%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,300
shares
|
$371,473
0.08% of portfolio
|
Q3 2024
Added 49.35%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
2,300
shares
|
$371,473
0.05% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
2,254
shares
|
$364,043
0.1% of portfolio
|
Q2 2023
Reduced 10.52%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
2,232
shares
|
$360,490
0.35% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,183
shares
|
$352,576
0.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
2,173
shares
|
$350,961
0.3% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
2,165
shares
|
$349,669
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
2,148
shares
|
$346,923
0.08% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,134
shares
|
$344,662
0.11% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
2,108
shares
|
$340,463
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
2,105
shares
|
$339,978
0.19% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
2,096
shares
|
$338,524
0.05% of portfolio
|
Q4 2024
Added 107.52%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
2,080
shares
|
$335,940
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
2,075
shares
|
$335,133
0.29% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
2,050
shares
|
$331,095
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
2,022
shares
|
$326,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
2,015
shares
|
$325,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$323,020
0.14% of portfolio
|
Q4 2023
New holding
|