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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
104,087
shares
|
$19.2 Million
2.68% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
103,923
shares
|
$19.2 Million
0.21% of portfolio
|
Q1 2025
Added 31.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
98,248
shares
|
$18.2 Million
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
97,021
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
95,946
shares
|
$17.7 Million
0.01% of portfolio
|
Q1 2025
Added 43.32%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
95,925
shares
|
$17.7 Million
1.32% of portfolio
|
Q1 2025
Added 59.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
95,184
shares
|
$17.6 Million
0.03% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
95,160
shares
|
$17.6 Million
4.94% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
86,411
shares
|
$16 Million
0.8% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
82,145
shares
|
$15.2 Million
0.21% of portfolio
|
Q3 2022
Reduced 27.79%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
81,724
shares
|
$15.1 Million
5.5% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
80,994
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
71,484
shares
|
$13.2 Million
4.79% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
68,288
shares
|
$12.6 Million
0.97% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
65,609
shares
|
$12.1 Million
0.08% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
62,205
shares
|
$11.5 Million
2.74% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
61,392
shares
|
$11.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 65.77%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
61,128
shares
|
$11.3 Million
3.75% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
60,525
shares
|
$11.2 Million
2.92% of portfolio
|
Q1 2025
Added 40.27%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
60,380
shares
|
$11.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
59,416
shares
|
$11 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
56,380
shares
|
$10.4 Million
5.12% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
56,286
shares
|
$10.4 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
53,808
shares
|
$9.95 Million
1.08% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
49,614
shares
|
$9.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.64%
|