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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
69
shares
|
$14,516
0.0% of portfolio
|
Q4 2022
Reduced 86.36%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
65
shares
|
$13,674
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
64
shares
|
$13,464
0.0% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
63
shares
|
$13,253
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
61
shares
|
$12,833
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
59
shares
|
$12,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
57
shares
|
$11,991
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
56
shares
|
$11,781
0.0% of portfolio
|
Q4 2021
Added 12.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
54
shares
|
$11,360
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
51
shares
|
$10,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
51
shares
|
$10,729
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
50
shares
|
$10,519
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
50
shares
|
$10,519
0.0% of portfolio
|
Q1 2022
Reduced 75.0%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
50
shares
|
$10,519
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
46
shares
|
$9,677
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
45
shares
|
$9,467
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
42
shares
|
$8,835
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42
shares
|
$8,835
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
40
shares
|
$8,415
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
32
shares
|
$6,732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
30
shares
|
$6,311
0.0% of portfolio
|
Q4 2023
Reduced 92.15%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
30
shares
|
$6,311
0.0% of portfolio
|
Q4 2024
Reduced 58.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
30
shares
|
$6,311
0.0% of portfolio
|
Q2 2025
Reduced 82.76%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
29
shares
|
$6,101
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
23
shares
|
$4,838
0.0% of portfolio
|
Q2 2025
New holding
|