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 550 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
28,102
shares
|
$4.76 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
27,749
shares
|
$4.7 Million
1.72% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
26,965
shares
|
$4.57 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
26,544
shares
|
$4.5 Million
0.43% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
26,357
shares
|
$4.47 Million
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
24,647
shares
|
$4.18 Million
0.16% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
24,516
shares
|
$4.15 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
24,412
shares
|
$4.14 Million
0.68% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
24,294
shares
|
$4.12 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
23,361
shares
|
$3.96 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
23,270
shares
|
$3.94 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
22,730
shares
|
$3.85 Million
1.16% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
22,727
shares
|
$3.85 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
22,691
shares
|
$3.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
22,629
shares
|
$3.83 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
22,133
shares
|
$3.75 Million
0.07% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
21,994
shares
|
$3.73 Million
0.29% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
21,491
shares
|
$3.64 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
21,113
shares
|
$3.58 Million
0.26% of portfolio
|
Q4 2024
Added 160.69%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
21,059
shares
|
$3.57 Million
0.16% of portfolio
|
Q4 2024
Added 39.13%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
20,949
shares
|
$3.55 Million
0.81% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
20,789
shares
|
$3.52 Million
0.04% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,782
shares
|
$3.52 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
20,769
shares
|
$3.52 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
20,382
shares
|
$3.45 Million
3.05% of portfolio
|
Q4 2024
Added 4.5%
|