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 543 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
49,933
shares
|
$9.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
48,728
shares
|
$9.27 Million
4.98% of portfolio
|
Q4 2024
Added 27.86%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
44,767
shares
|
$8.52 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
43,674
shares
|
$8.31 Million
0.05% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,170
shares
|
$8.21 Million
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,148
shares
|
$8.21 Million
2.29% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
42,038
shares
|
$8 Million
4.37% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
41,456
shares
|
$7.89 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
40,977
shares
|
$7.8 Million
2.35% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
37,775
shares
|
$7.19 Million
1.2% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
37,697
shares
|
$7.17 Million
0.29% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
37,300
shares
|
$7.1 Million
1.07% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,903
shares
|
$7.02 Million
0.22% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
36,283
shares
|
$6.9 Million
13.04% of portfolio
|
Q4 2024
Reduced 43.73%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
36,067
shares
|
$6.86 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
34,386
shares
|
$6.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
33,385
shares
|
$6.35 Million
0.88% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
32,357
shares
|
$6.16 Million
0.01% of portfolio
|
Q4 2024
Added 41.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,741
shares
|
$6.04 Million
0.0% of portfolio
|
Q3 2024
Added 40.5%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
31,637
shares
|
$6.02 Million
6.07% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
31,465
shares
|
$5.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
31,124
shares
|
$5.92 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
31,046
shares
|
$5.91 Million
0.19% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
30,019
shares
|
$5.71 Million
0.0% of portfolio
|
Q4 2024
Added 101.4%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
28,102
shares
|
$5.35 Million
0.01% of portfolio
|
Q4 2024
New holding
|