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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
365
shares
|
$76,788
0.01% of portfolio
|
Q1 2024
Reduced 8.75%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
350
shares
|
$73,633
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
350
shares
|
$73,633
0.0% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
340
shares
|
$71,529
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
323
shares
|
$67,952
0.0% of portfolio
|
Q1 2024
Reduced 16.32%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
319
shares
|
$67,111
0.0% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
317
shares
|
$66,690
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
312
shares
|
$65,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
309
shares
|
$65,007
0.02% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
300
shares
|
$63,114
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
300
shares
|
$63,114
0.0% of portfolio
|
Q1 2022
Added 4.53%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
300
shares
|
$63,114
0.01% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
300
shares
|
$63,114
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
268
shares
|
$56,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
265
shares
|
$55,750
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
231
shares
|
$48,597
0.01% of portfolio
|
Q4 2024
Added 131.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
230
shares
|
$48,387
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
224
shares
|
$47,125
0.01% of portfolio
|
Q3 2024
Added 126.26%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
222
shares
|
$46,704
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
210
shares
|
$44,179
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
200
shares
|
$42,076
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
189
shares
|
$39,761
0.0% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
179
shares
|
$37,658
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
159
shares
|
$33,450
0.0% of portfolio
|
Q1 2025
Reduced 71.56%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
159
shares
|
$33,450
0.01% of portfolio
|
Q1 2024
New holding
|