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 |
|---|---|---|---|---|---|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
7,086
shares
|
$1.2 Million
1.42% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
6,830
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
6,775
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
6,679
shares
|
$1.13 Million
0.47% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
6,487
shares
|
$1.1 Million
0.85% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
6,437
shares
|
$1.09 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
6,415
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
6,245
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,181
shares
|
$1.05 Million
0.23% of portfolio
|
Q2 2022
Reduced 27.32%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
6,037
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,020
shares
|
$1.02 Million
0.38% of portfolio
|
Q1 2022
Added 3.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,928
shares
|
$1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
5,890
shares
|
$997,824
0.25% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,868
shares
|
$994,097
0.02% of portfolio
|
Q4 2024
Added 37.84%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,842
shares
|
$989,693
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,776
shares
|
$978,512
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
5,760
shares
|
$975,801
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,682
shares
|
$962,587
0.07% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,682
shares
|
$962,587
0.0% of portfolio
|
Q4 2024
Reduced 26.35%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,671
shares
|
$960,724
0.11% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,588
shares
|
$946,663
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,562
shares
|
$942,258
0.17% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
5,540
shares
|
$938,531
0.56% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
5,491
shares
|
$930,230
0.18% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
5,476
shares
|
$927,689
0.38% of portfolio
|
Q3 2024
New holding
|