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 |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,020
shares
|
$1.27 Million
0.38% of portfolio
|
Q1 2022
Added 3.88%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
5,800
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,648
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,562
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,560
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 95.98%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,516
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
5,501
shares
|
$1.16 Million
0.18% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,470
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 209.04%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
5,421
shares
|
$1.14 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
5,405
shares
|
$1.14 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,390
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
5,361
shares
|
$1.13 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,346
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,292
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,264
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 177.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,179
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,111
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,086
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,070
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
5,026
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,990
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,919
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2025
Added 1262.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,917
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
4,674
shares
|
$983,316
0.06% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
4,672
shares
|
$982,895
0.78% of portfolio
|
Q1 2025
Reduced 1.0%
|