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 |
|---|---|---|---|---|---|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,292
shares
|
$896,517
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5,255
shares
|
$890,249
0.36% of portfolio
|
Q4 2024
Added 34.36%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,211
shares
|
$882,795
0.0% of portfolio
|
Q4 2024
Added 24.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,179
shares
|
$877,374
0.06% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,177
shares
|
$877,035
0.02% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,167
shares
|
$875,341
0.36% of portfolio
|
Q4 2024
Reduced 25.52%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,111
shares
|
$865,854
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,111
shares
|
$865,854
0.05% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,099
shares
|
$863,821
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,969
shares
|
$841,798
0.0% of portfolio
|
Q4 2024
Added 40.69%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,856
shares
|
$822,654
0.05% of portfolio
|
Q4 2024
Added 207.15%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
4,845
shares
|
$820,791
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,813
shares
|
$815,370
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
4,781
shares
|
$809,949
0.5% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,773
shares
|
$808,593
0.01% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,771
shares
|
$808,255
0.0% of portfolio
|
Q4 2024
Added 109.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,748
shares
|
$804,358
0.04% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
4,719
shares
|
$799,445
0.84% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
4,688
shares
|
$794,194
0.17% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
4,562
shares
|
$772,848
0.44% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
4,515
shares
|
$764,886
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,365
shares
|
$739,474
0.08% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,364
shares
|
$739,305
0.01% of portfolio
|
Q4 2024
Added 29.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,360
shares
|
$738,627
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
4,302
shares
|
$728,801
0.0% of portfolio
|
Q4 2020
New holding
|