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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,049
shares
|
$193,907
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,044
shares
|
$192,983
0.06% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,041
shares
|
$192,428
0.02% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,025
shares
|
$189,471
0.16% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
980
shares
|
$181,153
0.04% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
979
shares
|
$180,968
0.0% of portfolio
|
Q2 2020
Reduced 37.5%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
975
shares
|
$180,228
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
901
shares
|
$166,549
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
890
shares
|
$164,516
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
877
shares
|
$162,113
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
861
shares
|
$159,155
0.01% of portfolio
|
Q4 2023
Added 13.29%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
837
shares
|
$154,719
0.06% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
779
shares
|
$143,998
0.02% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
775
shares
|
$143,258
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
751
shares
|
$138,822
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
745
shares
|
$137,713
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
742
shares
|
$137,158
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
690
shares
|
$127,546
0.0% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
657
shares
|
$121,446
0.0% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
652
shares
|
$120,522
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
640
shares
|
$118,304
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
621
shares
|
$114,791
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
609
shares
|
$112,573
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
607
shares
|
$112,203
0.04% of portfolio
|
Q1 2025
Added 20.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
604
shares
|
$111,649
0.01% of portfolio
|
Q4 2023
Added 0.17%
|