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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,592
shares
|
$479,131
0.0% of portfolio
|
Q4 2022
Reduced 0.61%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,588
shares
|
$478,391
0.02% of portfolio
|
Q1 2025
Added 60.05%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
2,586
shares
|
$478,022
0.04% of portfolio
|
Q1 2025
Reduced 97.74%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,575
shares
|
$475,988
0.08% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
2,554
shares
|
$472,106
0.16% of portfolio
|
Q2 2023
Reduced 15.09%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,554
shares
|
$472,106
0.05% of portfolio
|
Q3 2022
Added 1.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
2,551
shares
|
$471,552
0.01% of portfolio
|
Q4 2024
Added 42.75%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
2,525
shares
|
$466,746
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,499
shares
|
$461,940
0.06% of portfolio
|
Q1 2025
Added 54.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
2,485
shares
|
$459,352
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
2,477
shares
|
$457,873
0.18% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,443
shares
|
$451,588
0.0% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
2,439
shares
|
$450,849
0.02% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
2,402
shares
|
$444,009
0.14% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,391
shares
|
$441,976
0.01% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
2,372
shares
|
$438,464
0.01% of portfolio
|
Q1 2025
Reduced 54.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,366
shares
|
$437,355
0.01% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
2,316
shares
|
$428,112
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
2,300
shares
|
$425,155
0.04% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,254
shares
|
$416,651
0.09% of portfolio
|
Q2 2023
Reduced 10.52%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
2,248
shares
|
$415,542
0.29% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
2,242
shares
|
$414,433
0.25% of portfolio
|
Q1 2025
Added 73.8%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,207
shares
|
$407,963
0.21% of portfolio
|
Q1 2025
Added 37.42%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,187
shares
|
$404,266
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
2,167
shares
|
$400,569
0.28% of portfolio
|
Q1 2025
Added 2.31%
|