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 545 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
47,541
shares
|
$7.73 Million
1.16% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
45,752
shares
|
$7.44 Million
0.51% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
43,674
shares
|
$7.1 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
|
$7.02 Million
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
41,965
shares
|
$6.82 Million
3.85% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
40,273
shares
|
$6.55 Million
2.2% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
38,055
shares
|
$6.19 Million
0.97% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
37,775
shares
|
$6.14 Million
1.2% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
37,697
shares
|
$6.13 Million
0.29% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,903
shares
|
$6 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
|
$5.9 Million
13.04% of portfolio
|
Q4 2024
Reduced 43.73%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
36,067
shares
|
$5.86 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
34,386
shares
|
$5.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
32,676
shares
|
$5.31 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
32,357
shares
|
$5.26 Million
0.01% of portfolio
|
Q4 2024
Added 41.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,741
shares
|
$5.16 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
|
$5.14 Million
6.07% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
31,465
shares
|
$5.11 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
|
$5.06 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
31,046
shares
|
$5.05 Million
0.19% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
30,620
shares
|
$4.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 60.56%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
30,312
shares
|
$4.93 Million
4.11% of portfolio
|
Q1 2025
Reduced 43.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
30,019
shares
|
$4.88 Million
0.0% of portfolio
|
Q4 2024
Added 101.4%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
28,142
shares
|
$4.57 Million
1.55% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
28,102
shares
|
$4.57 Million
0.01% of portfolio
|
Q4 2024
New holding
|