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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
48,446
shares
|
$8.96 Million
1.34% of portfolio
|
Q1 2025
Added 169.83%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
47,541
shares
|
$8.79 Million
1.16% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
45,752
shares
|
$8.46 Million
0.51% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,170
shares
|
$7.98 Million
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,455
shares
|
$7.85 Million
0.0% of portfolio
|
Q1 2025
Added 41.43%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
41,965
shares
|
$7.76 Million
3.85% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
41,850
shares
|
$7.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
40,505
shares
|
$7.49 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
40,505
shares
|
$7.49 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
40,273
shares
|
$7.44 Million
2.2% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
38,055
shares
|
$7.03 Million
0.97% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
37,639
shares
|
$6.96 Million
0.52% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
36,813
shares
|
$6.8 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
35,497
shares
|
$6.56 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
34,386
shares
|
$6.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
32,676
shares
|
$6.04 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
32,277
shares
|
$5.97 Million
0.0% of portfolio
|
Q1 2025
Added 22.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,741
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2024
Added 40.5%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
31,662
shares
|
$5.85 Million
0.33% of portfolio
|
Q1 2025
Added 49.96%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
31,432
shares
|
$5.81 Million
5.77% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
31,244
shares
|
$5.78 Million
1.68% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,864
shares
|
$5.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
30,620
shares
|
$5.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 60.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
30,468
shares
|
$5.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
30,312
shares
|
$5.6 Million
4.11% of portfolio
|
Q1 2025
Reduced 43.41%
|