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 562 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
6,891
shares
|
$1.27 Million
0.42% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
6,739
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,663
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Added 40.33%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,642
shares
|
$1.23 Million
0.06% of portfolio
|
Q1 2025
Added 16.9%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
6,631
shares
|
$1.23 Million
0.28% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,468
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
6,464
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
6,427
shares
|
$1.19 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
6,337
shares
|
$1.17 Million
0.23% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
6,305
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
6,245
shares
|
$1.15 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
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
|
May 14, 2025 Q1 2025 |
6,038
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,020
shares
|
$1.11 Million
0.38% of portfolio
|
Q1 2022
Added 3.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,913
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,874
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,857
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,808
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
5,638
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,612
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 53.8%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
May 09, 2025 Q1 2025 |
5,578
shares
|
$1.03 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,562
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
5,541
shares
|
$1.02 Million
0.46% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,516
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
5,496
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
Added 0.09%
|