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 593 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
2,804
shares
|
$589,905
0.32% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,799
shares
|
$588,853
0.02% of portfolio
|
Q3 2022
Added 26.65%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,791
shares
|
$587,170
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,778
shares
|
$584,435
0.02% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
2,757
shares
|
$580,017
0.25% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
2,756
shares
|
$579,807
0.36% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,731
shares
|
$574,547
0.16% of portfolio
|
Q1 2023
Added 0.22%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
2,710
shares
|
$570,129
0.15% of portfolio
|
Q3 2023
Reduced 52.51%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
2,666
shares
|
$560,873
0.46% of portfolio
|
Q2 2025
Added 30.3%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,660
shares
|
$559,610
0.0% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,657
shares
|
$558,979
0.01% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,629
shares
|
$553,089
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,621
shares
|
$551,405
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
2,612
shares
|
$549,512
0.01% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,603
shares
|
$547,619
0.03% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
2,600
shares
|
$546,988
0.03% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,582
shares
|
$543,201
0.03% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,575
shares
|
$541,728
0.1% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
2,572
shares
|
$541,097
0.15% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
2,560
shares
|
$538,572
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,554
shares
|
$537,310
0.05% of portfolio
|
Q3 2022
Added 1.83%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,554
shares
|
$537,310
0.18% of portfolio
|
Q2 2023
Reduced 15.09%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
2,537
shares
|
$533,734
0.01% of portfolio
|
Q2 2025
Reduced 78.53%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2,536
shares
|
$533,523
0.09% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
2,528
shares
|
$531,840
0.07% of portfolio
|
Q2 2025
Added 0.12%
|