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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
1,839
shares
|
$386,888
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,838
shares
|
$386,678
0.01% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,831
shares
|
$385,205
0.0% of portfolio
|
Q3 2024
Reduced 19.3%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
1,830
shares
|
$384,995
0.02% of portfolio
|
Q2 2025
Reduced 29.29%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,830
shares
|
$384,995
0.05% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,830
shares
|
$384,995
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,769
shares
|
$372,162
0.0% of portfolio
|
Q2 2025
Added 23.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,756
shares
|
$369,427
0.0% of portfolio
|
Q1 2023
Reduced 63.13%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
1,735
shares
|
$365,009
0.11% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
1,716
shares
|
$361,012
0.12% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
1,702
shares
|
$358,066
0.03% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
1,691
shares
|
$355,752
0.17% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,687
shares
|
$354,911
0.0% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,681
shares
|
$353,648
0.01% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
1,666
shares
|
$350,493
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
1,657
shares
|
$348,599
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
1,657
shares
|
$348,599
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
1,657
shares
|
$348,599
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,632
shares
|
$343,340
0.05% of portfolio
|
Q1 2025
Added 26.02%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,580
shares
|
$332,400
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
1,574
shares
|
$331,138
0.03% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
1,571
shares
|
$330,506
0.01% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,570
shares
|
$330,296
0.06% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,560
shares
|
$328,192
0.02% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,552
shares
|
$326,509
0.01% of portfolio
|
Q1 2024
New holding
|