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 593 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,677
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,539
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
7,521
shares
|
$1.58 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
7,457
shares
|
$1.57 Million
0.53% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
7,188
shares
|
$1.51 Million
0.17% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
7,006
shares
|
$1.47 Million
0.28% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
6,973
shares
|
$1.47 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
6,913
shares
|
$1.45 Million
0.41% of portfolio
|
Q2 2025
Reduced 51.08%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
6,870
shares
|
$1.45 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,797
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,720
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
6,682
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
6,633
shares
|
$1.4 Million
0.31% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
6,415
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
6,405
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 266.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
6,398
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,392
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 36.79%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
6,365
shares
|
$1.34 Million
0.25% of portfolio
|
Q2 2025
Added 26.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,316
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 85.12%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,260
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
6,245
shares
|
$1.31 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,181
shares
|
$1.3 Million
0.23% of portfolio
|
Q2 2022
Reduced 27.32%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
6,135
shares
|
$1.29 Million
0.78% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,065
shares
|
$1.28 Million
0.14% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
6,032
shares
|
$1.27 Million
0.69% of portfolio
|
Q4 2024
New holding
|