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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
5,380
shares
|
$994,493
0.33% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,337
shares
|
$986,544
0.0% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,292
shares
|
$978,226
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,179
shares
|
$957,338
0.06% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,174
shares
|
$956,413
0.24% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
5,112
shares
|
$944,953
0.0% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,111
shares
|
$944,768
0.05% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
5,108
shares
|
$944,213
0.05% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,060
shares
|
$935,341
0.03% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
5,030
shares
|
$929,795
0.18% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
4,994
shares
|
$923,140
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,893
shares
|
$904,471
0.04% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
4,842
shares
|
$895,043
0.0% of portfolio
|
Q1 2025
Added 146.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
4,746
shares
|
$877,298
0.0% of portfolio
|
Q1 2025
Added 163.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,673
shares
|
$863,804
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
4,672
shares
|
$863,619
0.74% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
4,554
shares
|
$841,806
0.06% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,515
shares
|
$834,597
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,407
shares
|
$814,633
0.03% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
4,396
shares
|
$812,600
0.34% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,362
shares
|
$806,315
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
4,361
shares
|
$806,130
0.4% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
4,302
shares
|
$795,224
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
4,298
shares
|
$794,485
0.05% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
4,275
shares
|
$790,233
0.06% of portfolio
|
Q1 2025
Added 2.89%
|