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 483 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,821
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
7,752
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
7,715
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,677
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,407
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
7,355
shares
|
$1.36 Million
1.36% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
7,167
shares
|
$1.32 Million
0.25% of portfolio
|
Q3 2024
Added 59.66%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
6,937
shares
|
$1.28 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
6,924
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
6,763
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
6,679
shares
|
$1.23 Million
0.47% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,642
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
6,563
shares
|
$1.21 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
6,476
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
6,470
shares
|
$1.19 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
6,470
shares
|
$1.19 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
6,470
shares
|
$1.19 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,423
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,181
shares
|
$1.14 Million
0.23% of portfolio
|
Q2 2022
Reduced 27.32%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,058
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 59.97%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,055
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
6,045
shares
|
$1.11 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,020
shares
|
$1.11 Million
0.38% of portfolio
|
Q1 2022
Added 3.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
5,911
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,887
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Added 8.12%
|