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 544 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
979
shares
|
$147,094
0.0% of portfolio
|
Q2 2020
Reduced 37.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
905
shares
|
$135,976
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
901
shares
|
$135,375
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
890
shares
|
$133,722
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
877
shares
|
$131,769
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
861
shares
|
$129,365
0.01% of portfolio
|
Q4 2023
Added 13.29%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
837
shares
|
$125,759
0.07% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
826
shares
|
$124,106
0.0% of portfolio
|
Q4 2024
Added 34.75%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
781
shares
|
$117,345
0.01% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
779
shares
|
$117,044
0.02% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
774
shares
|
$116,293
0.02% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
751
shares
|
$112,837
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
745
shares
|
$111,936
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
742
shares
|
$111,485
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
690
shares
|
$103,672
0.0% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
652
shares
|
$97,963
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
640
shares
|
$96,160
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
635
shares
|
$95,408
0.01% of portfolio
|
Q4 2024
Added 101.59%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
615
shares
|
$92,403
0.02% of portfolio
|
Q4 2024
Added 742.47%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
609
shares
|
$91,502
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
604
shares
|
$90,751
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
568
shares
|
$85,342
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
514
shares
|
$77,228
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
504
shares
|
$75,726
0.04% of portfolio
|
Q4 2024
Added 148.28%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
457
shares
|
$68,664
0.03% of portfolio
|
Q2 2023
New holding
|